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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1501
Selective Wealth Management
Virginia
$40K +$157 +1 +0.4%
AIS
1502
Accurate Investment Solutions
Pennsylvania
$40K +$38.4K +245 New
SIS
1503
Sound Income Strategies
Florida
$37K +$157 +1 +0.4%
GI
1504
Gradient Investments
Minnesota
$35K +$940 +6 +3%
MCM
1505
MV Capital Management
Maryland
$31K – – –
TCM
1506
Tradewinds Capital Management
Washington
$30K -$157 -1 -0.5%
LFA
1507
Lighthouse Financial Advisors
Maryland
$30K +$29.5K +188 New
JWM
1508
Janiczek Wealth Management
Colorado
$29K – – –
QAM
1509
QCI Asset Management
New York
$29K – – –
TFA
1510
Tobias Financial Advisors
Florida
$29K +$28.7K +183 New
HFM
1511
Hartford Financial Management
Connecticut
$26K – – –
FWM
1512
Filbrandt Wealth Management
Wisconsin
$26K +$25.1K +160 New
FRA
1513
Front Row Advisors
California
$25K – – –
NPP
1514
New Potomac Partners
Maryland
$25K – – –
BFO
1515
Biltmore Family Office
North Carolina
$25K +$940 +6 +4%
CCM
1516
Cribstone Capital Management
Maine
$24K -$3.76K -24 -14%
HCC
1517
Hirtle Callaghan & Co
Pennsylvania
$24K – – –
FA
1518
Faithward Advisors
Pennsylvania
$23K +$21.9K +140 New
AC
1519
AlphaCore Capital
California
$23K +$22.2K +142 New
ACM
1520
Allred Capital Management
Texas
$22.9K +$21.9K +140 New
HCA
1521
Horan Capital Advisors
Ohio
$21K -$15.7K -100 -43%
ETI
1522
Enterprise Trust & Investment
California
$21K – – –
JPLA
1523
Joseph P. Lucia & Associates
New York
$21K – – –
WWM
1524
Willingdon Wealth Management
North Carolina
$21K – – –
SIAP
1525
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K -$157 -1 -0.8%
59 60
61
62 63