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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1476
Summit Wealth Partners
Florida
$666K +$38.3K +192 +5%
PCM
1477
Parsons Capital Management
Rhode Island
$666K +$23.1K +116 +3%
CWR
1478
Chico Wealth RIA
California
$665K -$1.4K -7 -0.2%
BCM
1479
Bourgeon Capital Management
Connecticut
$664K – – –
TI
1480
tru Independence
Oregon
$662K -$34.5K -173 -4%
WPP
1481
Whalerock Point Partners
Rhode Island
$661K -$31.9K -160 -4%
GC
1482
Grimes & Company
Massachusetts
$658K +$15.3K +77 +2%
WLPWM
1483
Walled Lake Planning & Wealth Management
Illinois
$655K -$76.7K -385 -10%
RCM
1484
Regency Capital Management
Hawaii
$653K -$44K -221 -6%
CWA
1485
Cornerstone Wealth Advisors
Minnesota
$653K – – –
MWM
1486
Marion Wealth Management
Pennsylvania
$652K +$2.79K +14 +0.4%
ECM
1487
EagleClaw Capital Management
Massachusetts
$652K +$239K +1,200 +49%
CCG
1488
Chatham Capital Group
Georgia
$651K -$199 -1 -0%
OC
1489
Oakworth Capital
Alabama
$651K – – –
HCM
1490
HM Capital Management
Missouri
$649K – – –
ATFA
1491
All Terrain Financial Advisors
Minnesota
$648K +$199 +1 +0%
VFG
1492
V2 Financial group
Illinois
$646K – – –
F4L
1493
Fortune 45 LLC
Louisiana
$646K -$164K -823 -19%
CAAM
1494
Cornerstone Advisors Asset Management
Pennsylvania
$646K – – –
CW
1495
Cook Wealth
North Carolina
$644K +$1.99K +10 +0.3%
BST
1496
Bath Savings Trust
Maine
$643K +$11.4K +57 +2%
CPSAC
1497
Chas P. Smith & Associates (CPS)
Florida
$642K – – –
FSC
1498
Full Sail Capital
Oklahoma
$638K -$430K -2,159 -38%
FPGK
1499
Financial Partners Group (Kansas)
Kansas
$634K -$231K -1,161 -25%
HHAA
1500
Henry H. Armstrong Associates
Pennsylvania
$628K – – –
58 59
60
61 62