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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1576
Bernardo Wealth Planning
Pennsylvania
$866K +$209 +1 +0%
SRWM
1577
Shira Ridge Wealth Management
California
$864K +$7.09K +34 +0.9%
WCAMG
1578
Woodard & Company Asset Management Group
North Carolina
$861K +$70.7K +339 +9%
DP
1579
Divergent Planning
Maryland
$860K +$815K +3,906 New
YWM
1580
Yoder Wealth Management
California
$860K -$638K -3,059 -44%
WEG
1581
World Equity Group
Illinois
$854K -$354K -1,696 -30%
WDG
1582
Wealth Dimensions Group
Ohio
$853K +$15.2K +73 +2%
PWP
1583
Pursue Wealth Partners
California
$850K – – –
GBT
1584
Grove Bank & Trust
Florida
$847K – – –
CPG
1585
Cornerstone Planning Group
New Jersey
$842K +$797K +3,822 New
BCM
1586
Bourgeon Capital Management
Connecticut
$838K – – –
RIA
1587
Retirement Investment Advisors
Oklahoma
$836K +$792K +3,796 New
HW
1588
Hancock Whitney
Mississippi
$832K +$788K +3,779 New
SF
1589
Susquehanna Foundation
Pennsylvania
$832K – – –
AWP
1590
Ascent Wealth Partners
New York
$830K – – –
EA
1591
Evergreen Advisors
Tennessee
$828K -$59.4K -285 -7%
BST
1592
Bath Savings Trust
Maine
$828K +$3.75K +18 +0.5%
SWP
1593
Summit Wealth Partners
Florida
$827K -$65.9K -316 -8%
CRC
1594
Curi RMB Capital
Illinois
$826K -$743K -3,561 -49%
CC
1595
Cornerstone Capital
California
$822K +$2.09K +10 +0.3%
RCG
1596
Resource Consulting Group
Florida
$821K – – –
PP
1597
Prosperity Planning
Missouri
$821K -$120K -574 -13%
RFA
1598
Resurgent Financial Advisors
Georgia
$818K -$45.3K -217 -6%
FWM
1599
FSA Wealth Management
Massachusetts
$814K -$12.5K -60 -2%
WP
1600
WealthShield Partners
North Carolina
$811K +$126K +602 +20%
62 63
64
65 66