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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1601
Detalus Advisors
Missouri
$231K – – –
CWM
1602
Concentrum Wealth Management
California
$230K – – –
TF
1603
Trek Financial
Arizona
$229K -$45.9K -251 -18%
JSL
1604
JT Stratford LLC
Georgia
$229K +$215K +1,175 New
FFG
1605
Frisch Financial Group
New York
$229K +$216K +1,180 New
TCWM
1606
Total Clarity Wealth Management
Illinois
$228K +$214K +1,170 New
GHA
1607
GW Henssler & Associates
Georgia
$227K -$36.6K -200 -15%
RTC
1608
Riverview Trust Company
Washington
$227K – – –
WG
1609
Watchman Group
Texas
$227K +$213K +1,165 New
OC
1610
Oarsman Capital
Wisconsin
$226K +$212K +1,159 New
BII
1611
Bainco International Investors
Massachusetts
$226K +$212K +1,161 New
FC
1612
Fusion Capital
South Carolina
$225K -$84.3K -461 -29%
RIS
1613
Retirement Income Solutions
Michigan
$225K +$211K +1,156 New
LI
1614
LVZ Inc
Michigan
$225K +$212K +1,158 New
SFA
1615
Souders Financial Advisors
Ohio
$223K +$366 +2 +0.2%
OHIS
1616
Oak Harvest Investment Services
Texas
$222K +$208K +1,140 New
HBT
1617
Hills Bank & Trust
Iowa
$220K +$21.9K +120 +12%
JCM
1618
Jacobsen Capital Management
Utah
$220K +$207K +1,132 New
AA
1619
Addison Advisors
Vermont
$218K +$205K +1,119 New
FC
1620
Fulcrum Capital
Washington
$217K +$203K +1,113 New
GWCM
1621
Godshalk Welsh Capital Management
Pennsylvania
$217K +$204K +1,115 New
CSIA
1622
Charles Schwab Investment Advisory
California
$216K -$42.8K -234 -17%
ACA
1623
Aptus Capital Advisors
Alabama
$215K -$358K -1,957 -64%
ESB
1624
Essex Savings Bank
Connecticut
$215K -$115K -630 -36%
KCM
1625
Kanawha Capital Management
Virginia
$215K -$22.5K -123 -10%
63 64
65
66 67