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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FDDB
1501
Fidelity D&D Bancorp
Pennsylvania
$898K +$692K +3,455 New
IFAM
1502
Institutional & Family Asset Management
Colorado
$897K -$1.57M -7,840 -64%
LA
1503
LVW Advisors
New York
$896K +$480K +2,397 +120%
GC
1504
Grimes & Company
Massachusetts
$894K +$128K +641 +17%
TSW
1505
Thompson Siegel & Walmsley
Virginia
$894K -$41K -205 -4%
KFSC
1506
Keystone Financial Services (Colorado)
Colorado
$890K +$11.2K +56 +1%
PCTC
1507
Perkins Coie Trust Company
Washington
$889K +$872K +4,357 New
GWA
1508
Geometric Wealth Advisors
District of Columbia
$885K +$61.7K +308 +8%
CC
1509
Cadinha & Co
Hawaii
$885K +$13.4K +67 +2%
CA
1510
Cornerstone Advisory
Maryland
$879K -$80.3K -401 -9%
MCM
1511
Mattern Capital Management
Colorado
$879K – – –
RCA
1512
Ranch Capital Advisors
Florida
$878K +$10K +50 +1%
PP
1513
Prosperity Planning
Missouri
$878K +$38.8K +194 +5%
PCM
1514
Pennsylvania Capital Management
Pennsylvania
$877K -$68.1K -340 -7%
OWA
1515
Opal Wealth Advisors
New York
$872K – – –
HAC
1516
Harbor Advisory Corp
New Hampshire
$866K +$33.4K +167 +4%
CAM
1517
Cidel Asset Management
Ontario, Canada
$863K – – –
TCB
1518
Texas Capital Bancshares
Texas
$857K – – –
BG
1519
Bollard Group
Massachusetts
$857K +$3.4K +17 +0.4%
MIM
1520
Moseley Investment Management
Florida
$856K -$70.9K -354 -8%
CCG
1521
Chatham Capital Group
Georgia
$855K +$112K +560 +15%
HCM
1522
Hollencrest Capital Management
California
$853K +$200K +1,000 +31%
FFL
1523
Financial Freedom LLC
Ohio
$849K +$127K +633 +18%
KFI
1524
Key Financial Inc
Pennsylvania
$848K +$377K +1,883 +83%
SFS
1525
Searcy Financial Services
Kansas
$848K – – –
59 60
61
62 63