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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1501
Brown Financial Advisory
Alabama
$441K – – –
BCM
1502
Breiter Capital Management
Florida
$441K +$429K +1,979 New
BBW
1503
Blue Barn Wealth
Utah
$440K +$429K +1,976 New
FSWA
1504
Financial Synergies Wealth Advisors
Texas
$440K -$7.6K -35 -2%
AWM
1505
Aries Wealth Management
Maine
$439K -$64K -295 -13%
WCFA
1506
Walkner Condon Financial Advisors
Wisconsin
$438K -$25.6K -118 -6%
XWM
1507
Xcel Wealth Management
Florida
$438K -$13.5K -62 -3%
BWL
1508
Bogart Wealth LLC
Virginia
$438K +$21.1K +97 +5%
DWM
1509
Destination Wealth Management
California
$438K +$426K +1,965 New
EP
1510
Eudaimonia Partners
Tennessee
$437K -$81.8K -377 -16%
TWM
1511
Trinity Wealth Management
Pennsylvania
$435K +$36.2K +167 +9%
WAS
1512
Winch Advisory Services
Wisconsin
$434K +$118K +543 +39%
QCM
1513
Quest Capital Management
Texas
$432K -$20K -92 -5%
MF
1514
Manchester Financial
California
$432K -$18.2K -84 -4%
MIC
1515
Meridian Investment Counsel
California
$432K – – –
FM
1516
Family Management
New York
$432K +$276K +1,270 +190%
CCFCSB
1517
Cape Cod Five Cents Savings Bank
Massachusetts
$431K +$12.6K +58 +3%
BRA
1518
Biechele Royce Advisors
Indiana
$431K +$101K +464 +32%
KFI
1519
Key Financial Inc
Pennsylvania
$420K +$1.52K +7 +0.4%
HC
1520
Hatton Consulting
Arizona
$419K +$868 +4 +0.2%
LFA
1521
Legacy Financial Advisors
Kentucky
$419K +$408K +1,879 New
CI
1522
Chartist Inc
California
$418K – – –
AWM
1523
Avondale Wealth Management
Texas
$418K – – –
NB
1524
Northwest Bancshares
Pennsylvania
$417K +$33.9K +156 +9%
BWM
1525
BCGM Wealth Management
Indiana
$416K -$19.5K -90 -5%
59 60
61
62 63