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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1601
Wedgewood Investors
Pennsylvania
$332K – – –
HWM
1602
HighMark Wealth Management
Minnesota
$331K -$5.64K -26 -2%
OBWG
1603
Onyx Bridge Wealth Group
New York
$331K +$323K +1,488 New
BHTS
1604
Bar Harbor Trust Services
Maine
$329K – – –
HCIA
1605
Hochman Cole Investment Advisors
Illinois
$327K – – –
UWPG
1606
Ullmann Wealth Partners Group
Florida
$327K – – –
D
1607
Diversified
Delaware
$326K -$24.3K -112 -7%
SIM
1608
Sonora Investment Management
Arizona
$325K -$26.9K -124 -8%
COF
1609
Capital One Financial
Virginia
$325K – – –
EWM
1610
Executive Wealth Management
Michigan
$322K -$28K -129 -8%
UFF
1611
USA Financial Formulas
Michigan
$321K -$34.9K -161 -10%
AMIM
1612
Aull & Monroe Investment Management
Alabama
$320K – – –
OFS
1613
Orrstown Financial Services
Pennsylvania
$320K – – –
CF
1614
Centaurus Financial
California
$320K +$157K +723 +101%
FSG
1615
Financial Strategies Group
Michigan
$319K -$9.55K -44 -3%
PCS
1616
Personal CFO Solutions
New Jersey
$319K +$9.55K +44 +3%
PPW
1617
Pasadena Private Wealth
California
$318K +$868 +4 +0.3%
BSA
1618
Bull Street Advisors
Georgia
$316K +$11.5K +53 +4%
SBF
1619
Sara-Bay Financial
Florida
$315K – – –
ERIM
1620
Eagle Ridge Investment Management
Connecticut
$314K -$2.17K -10 -0.7%
FLA
1621
Financial Life Advisors
Texas
$313K – – –
AAM
1622
Augustine Asset Management
Florida
$310K +$9.55K +44 +3%
PWM
1623
Palumbo Wealth Management
New York
$308K -$7.81K -36 -3%
NWA
1624
New World Advisors
Massachusetts
$308K +$300K +1,382 New
PIM
1625
Provident Investment Management
Michigan
$306K – – –
63 64
65
66 67