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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1501
Capital Planning
Washington
$462K – – –
THWM
1502
Taylor Hoffman Wealth Management
Virginia
$462K – – –
ATC
1503
Argent Trust Co
Tennessee
$459K -$684K -3,000 -59%
DJSG
1504
D.J. St. Germain
Massachusetts
$455K +$1.14K +5 +0.2%
OFA
1505
Oak Family Advisors
Illinois
$455K +$467K +2,048 New
PPW
1506
Parcion Private Wealth
Washington
$454K -$20.5K -90 -4%
TCWM
1507
Total Clarity Wealth Management
Illinois
$454K +$60.4K +265 +15%
MWM
1508
Meridian Wealth Management
Kentucky
$452K -$70.2K -308 -13%
LF
1509
Lee Financial
Texas
$451K +$2.96K +13 +0.6%
CCT
1510
Capital City Trust
Florida
$449K – – –
DA
1511
Dash Acquisitions
California
$447K -$18.9K -83 -4%
WC
1512
Woodstock Corp
Massachusetts
$445K -$5.02K -22 -1%
SC
1513
Solstein Capital
California
$444K – – –
BBW
1514
Blue Barn Wealth
Utah
$444K +$5.93K +26 +1%
GCAC
1515
Guardian Capital Advisors (Canada)
Ontario, Canada
$443K – – –
CI
1516
Chartist Inc
California
$441K +$25.3K +111 +6%
1IA
1517
1834 Investment Advisors
Wisconsin
$441K – – –
DAM
1518
Deltec Asset Management
New York
$440K – – –
BCM
1519
Breiter Capital Management
Florida
$439K – – –
BFA
1520
Brown Financial Advisory
Alabama
$439K – – –
FSWA
1521
Financial Synergies Wealth Advisors
Texas
$439K +$912 +4 +0.2%
WC
1522
Whitney & Co
New York
$438K +$38.3K +168 +9%
OBWG
1523
Onyx Bridge Wealth Group
New York
$438K +$92.4K +405 +27%
XWM
1524
Xcel Wealth Management
Florida
$437K – – –
EFL
1525
ERn Financial LLC
Wisconsin
$436K -$36.3K -159 -7%
59 60
61
62 63