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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1551
Provident Investment Management
Michigan
$267K -$79.5K -435 -24%
CRWM
1552
Castle Rock Wealth Management
California
$266K +$242K +1,324 New
FNWM
1553
Financial Network Wealth Management
Utah
$266K +$250K +1,366 New
TFA
1554
Teamwork Financial Advisors
Texas
$264K +$248K +1,356 New
AIP
1555
Ameritas Investment Partners
Nebraska
$263K -$11.7K -64 -5%
SCM
1556
Seascape Capital Management
New Hampshire
$263K -$2.74K -15 -1%
SIAG
1557
Safeguard Investment Advisory Group
California
$263K +$247K +1,354 New
LWA
1558
Lowe Wealth Advisors
Maryland
$261K – – –
MCG
1559
McCollum Christoferson Group
New York
$260K -$74.9K -410 -24%
SFI
1560
SPC Financial Inc
Maryland
$258K – – –
VCM
1561
Virtue Capital Management
Tennessee
$258K – – –
CFB
1562
Cullen/Frost Bankers
Texas
$256K – – –
YWP
1563
YorkBridge Wealth Partners
New York
$256K +$240K +1,313 New
RT
1564
Rockland Trust
Massachusetts
$255K -$16.5K -90 -6%
HA
1565
HYA Advisors
Missouri
$255K – – –
JAG
1566
Journey Advisory Group
Kentucky
$255K +$239K +1,310 New
LCM
1567
LCM Capital Management
Illinois
$255K +$239K +1,310 New
ACA
1568
Affinity Capital Advisors
California
$252K -$46.4K -254 -16%
PWP
1569
Personal Wealth Partners
Minnesota
$252K -$10.4K -57 -4%
PCS
1570
Personal CFO Solutions
New Jersey
$252K – – –
GIP
1571
Greatmark Investment Partners
Georgia
$251K -$171K -937 -42%
CAG
1572
Crestwood Advisors Group
Massachusetts
$251K -$25.6K -140 -10%
GAM
1573
Gould Asset Management
California
$251K – – –
MSA
1574
Marino Stram & Associates
Massachusetts
$251K – – –
QC
1575
QCM Cayman
Texas
$248K +$233K +1,274 New
61 62
63
64 65