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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1501
Baldwin Wealth Partners
Massachusetts
$55K – – –
PWMG
1502
Prestige Wealth Management Group
New Jersey
$53K – – –
POIA
1503
Pin Oak Investment Advisors
Texas
$50K -$103K -697 -69%
MAWCM
1504
Mine & Arao Wealth Creation & Management
California
$50K – – –
CFG
1505
CKW Financial Group
Hawaii
$47K – – –
HFA
1506
HC Financial Advisors
California
$43K – – –
IRC
1507
Investors Research Corp
Georgia
$42K +$147 +1 +0.4%
SL
1508
Savior LLC
Massachusetts
$38K -$4.42K -30 -11%
SWM
1509
Selective Wealth Management
Virginia
$38K – – –
AC
1510
AlphaCore Capital
California
$38K +$35.5K +241 New
TPWA
1511
TRUE Private Wealth Advisors
Oregon
$35K -$147 -1 -0.4%
TCM
1512
Tradewinds Capital Management
Washington
$35K +$3.54K +24 +12%
JWM
1513
Janiczek Wealth Management
Colorado
$34K – – –
FPFS
1514
First Personal Financial Services
North Carolina
$31K -$17K -115 -37%
MCM
1515
MV Capital Management
Maryland
$29K – – –
HF
1516
Halpern Financial
Virginia
$28.2K – – –
RDWM
1517
Red Door Wealth Management
Tennessee
$27K – – –
APWA
1518
Atlas Private Wealth Advisors
New Jersey
$26K +$24.3K +165 New
HFM
1519
Hartford Financial Management
Connecticut
$25K – – –
SIAP
1520
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K – – –
AWA
1521
Arkadios Wealth Advisors
Georgia
$23.3K +$12.7K +86 +148%
FRA
1522
Front Row Advisors
California
$23K – – –
HCC
1523
Hirtle Callaghan & Co
Pennsylvania
$23K – – –
ETI
1524
Enterprise Trust & Investment
California
$20K – – –
OSNBOA
1525
Old Second National Bank of Aurora
Illinois
$17K -$2.83M -19,192 -99%
59 60
61
62 63