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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1501
Baldwin Investment Management
Pennsylvania
$3.69M +$530K +1,482 +17%
SFP
1502
SwitchPoint Financial Planning
Utah
$3.67M +$268K +749 +8%
ERIC
1503
Eagle Rock Investment Company
Georgia
$3.66M – – –
HP
1504
Holistic Planning
Texas
$3.64M +$514K +1,437 +17%
BFA
1505
Beaumont Financial Advisors
Massachusetts
$3.64M -$579K -1,620 -14%
AHC
1506
Anderson Hoagland & Co
Missouri
$3.63M -$213K -595 -6%
HAFG
1507
Hansen & Associates Financial Group
California
$3.63M +$2.9M +8,100 +485%
TWM
1508
TopTier Wealth Management
Wisconsin
$3.63M +$42.2K +118 +1%
YIA
1509
YHB Investment Advisors
Connecticut
$3.63M -$336K -939 -9%
VWA
1510
Visionary Wealth Advisors
Illinois
$3.62M +$66.1K +185 +2%
AGP
1511
Aspire Growth Partners
Florida
$3.62M +$19K +53 +0.5%
FS
1512
Financial Symmetry
North Carolina
$3.61M -$4.65K -13 -0.1%
FWP
1513
Falcon Wealth Planning
California
$3.6M +$73.3K +205 +2%
TWP
1514
TFO Wealth Partners
Ohio
$3.59M +$116K +325 +3%
CWA
1515
Clarus Wealth Advisors
Arizona
$3.59M +$191K +534 +6%
SSW
1516
Stone Summit Wealth
Florida
$3.58M -$7.15K -20 -0.2%
AMG
1517
Advisors Management Group
Wisconsin
$3.55M -$17.9K -50 -0.5%
CFG
1518
Cornerstone Financial Group
Nebraska
$3.55M -$2.15K -6 -0.1%
EIA
1519
Eldridge Investment Advisors
New Hampshire
$3.55M +$412K +1,151 +14%
AWM
1520
Accurate Wealth Management
Florida
$3.53M +$325K +908 +11%
VFG
1521
Victory Financial Group
Texas
$3.52M -$419K -1,171 -11%
CAAM
1522
Cornerstone Advisors Asset Management
Pennsylvania
$3.52M -$623K -1,741 -15%
TIM
1523
Thompson Investment Management
Wisconsin
$3.52M – – –
TWA
1524
Tandem Wealth Advisors
Arizona
$3.51M -$190K -531 -5%
SFP
1525
Strategic Financial Partners
Oregon
$3.51M +$119K +334 +4%
59 60
61
62 63