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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1551
Ballast Advisors
Minnesota
$5K – – –
PFWA
1552
Paces Ferry Wealth Advisors
Georgia
$5K +$4.71K +28 New
MRCM
1553
M&R Capital Management
New Jersey
$4K – – –
TC
1554
Truvestments Capital
Florida
$3K – – –
CI
1555
CX Institutional
Indiana
$2K – – –
EW
1556
Element Wealth
Mississippi
$2K – – –
LIA
1557
LS Investment Advisors
Michigan
$2K – – –
HIM
1558
HawsGoodwin Investment Management
Tennessee
$2K +$168 +1 +9%
WAM
1559
Wallington Asset Management
Indiana
$2K +$1.68K +10 New
CT
1560
Clearstead Trust
Maine
$1K – – –
JHCP
1561
Jackson Hole Capital Partners
Oklahoma
$1K +$336 +2 +200%
F
1562
F3Logic
Minnesota
$974 +$141K +836 +17%
DMBA
1563
Deseret Mutual Benefit Administrators
Utah
– -$14.1M -89,900 Closed
TA
1564
TCG Advisors
Texas
– -$7.68M -49,099 Closed
PP
1565
Paloma Partners
Connecticut
– -$5.04M -32,191 Closed
RIA
1566
Regal Investment Advisors
Michigan
– -$3.21M -20,519 Closed
OMC
1567
Old Mission Capital
Illinois
– -$3.06M -19,560 Closed
TIA
1568
Traphagen Investment Advisors
New Jersey
– -$2.75M -17,598 Closed
PWPS
1569
Pinnacle Wealth Planning Services
Ohio
– -$1.87M -11,971 Closed
ACP
1570
Arcus Capital Partners
Georgia
– -$1.55M -9,891 Closed
PCIA
1571
Prime Capital Investment Advisors
Kansas
– -$1.21M -7,697 Closed
IFS
1572
Ifrah Financial Services
Arkansas
– -$1.03M -6,572 Closed
OCPWS
1573
One Charles Private Wealth Services
Massachusetts
– -$1.1M -6,442 Closed
PP
1574
Professional Planning
California
– -$988K -6,315 Closed
MSR
1575
Main Street Research
Connecticut
– -$801K -5,119 Closed
61 62
63
64 65