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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1526
Patron Partners
Texas
$287K +$270K +1,477 New
HCIA
1527
Hochman Cole Investment Advisors
Illinois
$286K -$35.6K -195 -12%
UWPG
1528
Ullmann Wealth Partners Group
Florida
$286K -$35.6K -195 -12%
BRA
1529
Biechele Royce Advisors
Indiana
$286K -$8.96K -49 -3%
CWM
1530
Calamos Wealth Management
Illinois
$285K – – –
COF
1531
Capital One Financial
Virginia
$284K – – –
HPC
1532
Hobart Private Capital
North Carolina
$284K +$267K +1,458 New
FBB
1533
Fulton Breakefield Broenniman
Maryland
$283K -$335K -1,835 -56%
GI
1534
Gradient Investments
Minnesota
$283K – – –
FPWM
1535
FSB Premier Wealth Management
Iowa
$283K +$266K +1,457 New
WCFA
1536
Walkner Condon Financial Advisors
Wisconsin
$280K +$38.4K +210 +17%
AMIM
1537
Aull & Monroe Investment Management
Alabama
$279K -$18.3K -100 -7%
IAP
1538
Indie Asset Partners
Indiana
$279K +$183 +1 +0.1%
PP
1539
Palladium Partners
Virginia
$279K +$262K +1,434 New
MFG
1540
Magnus Financial Group
New York
$278K -$12.6K -69 -5%
OFS
1541
Orrstown Financial Services
Pennsylvania
$278K – – –
EWA
1542
Encompass Wealth Advisors
Oregon
$276K +$260K +1,420 New
ERIM
1543
Eagle Ridge Investment Management
Connecticut
$275K – – –
PWM
1544
Palumbo Wealth Management
New York
$275K +$258K +1,414 New
FFWM
1545
Future Financial Wealth Management
Ohio
$274K +$258K +1,409 New
FLA
1546
Financial Life Advisors
Texas
$273K – – –
WAS
1547
Winch Advisory Services
Wisconsin
$273K +$183 +1 +0.1%
ST
1548
Sentinel Trust
Texas
$272K +$256K +1,399 New
TI
1549
Trexquant Investment
Connecticut
$269K -$4.27M -23,335 -94%
PPW
1550
Parcion Private Wealth
Washington
$268K – – –
60 61
62
63 64