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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
1526
Union Savings Bank
Connecticut
$962K +$879K +4,215 New
KFSC
1527
Keystone Financial Services (Colorado)
Colorado
$962K +$2.09K +10 +0.2%
MLA
1528
My Legacy Advisors
Oregon
$960K +$893K +4,279 New
CFB
1529
Cullen/Frost Bankers
Texas
$958K +$603K +2,893 +198%
EWM
1530
EPG Wealth Management
Georgia
$956K +$104K +501 +13%
WFAG
1531
Wescott Financial Advisory Group
Pennsylvania
$955K -$361K -1,732 -29%
CC
1532
Cadinha & Co
Hawaii
$955K – – –
RF
1533
Robinswood Financial
Washington
$952K +$901K +4,320 New
MCM
1534
Mattern Capital Management
Colorado
$951K +$2.71K +13 +0.3%
HAS
1535
HBW Advisory Services
California
$951K +$54.6K +262 +6%
RCA
1536
Ranch Capital Advisors
Florida
$949K +$1.04K +5 +0.1%
TSW
1537
Thompson Siegel & Walmsley
Virginia
$948K -$16.5K -79 -2%
OWA
1538
Opal Wealth Advisors
New York
$941K – – –
GC
1539
Grimes & Company
Massachusetts
$936K -$27.9K -134 -3%
CA
1540
Cornerstone Advisory
Maryland
$932K -$15.2K -73 -2%
ECM
1541
EagleClaw Capital Management
Massachusetts
$932K +$125K +600 +17%
MIM
1542
Moseley Investment Management
Florida
$932K +$7.51K +36 +0.9%
CAM
1543
Cidel Asset Management
Ontario, Canada
$932K – – –
MCC
1544
Money Concepts Capital
Florida
$930K -$7.85M -37,642 -90%
PCM
1545
Pennsylvania Capital Management
Pennsylvania
$928K -$17.3K -83 -2%
TCB
1546
Texas Capital Bancshares
Texas
$925K – – –
KWA
1547
Kingswood Wealth Advisors
California
$925K +$876K +4,198 New
CCG
1548
Chatham Capital Group
Georgia
$922K – – –
HCM
1549
Hollencrest Capital Management
California
$921K – – –
CFS
1550
CRA Financial Services
New Jersey
$920K +$12.9K +62 +2%
60 61
62
63 64