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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
1626
Vishria Bird Financial Group
Tennessee
$330K – – –
BHTS
1627
Bar Harbor Trust Services
Maine
$328K – – –
SIM
1628
Sonora Investment Management
Arizona
$328K +$4.56K +20 +1%
EWM
1629
Executive Wealth Management
Michigan
$328K +$7.53K +33 +2%
HCIA
1630
Hochman Cole Investment Advisors
Illinois
$326K – – –
LWA
1631
LWS Wealth Advisors
New Jersey
$325K +$334K +1,465 New
DWM
1632
Destination Wealth Management
California
$324K -$115K -504 -26%
WCA
1633
Westover Capital Advisors
Delaware
$324K -$25.1K -110 -7%
CRWM
1634
Castle Rock Wealth Management
California
$324K +$1.14K +5 +0.4%
RA
1635
Riversedge Advisors
Delaware
$320K +$328K +1,440 New
TC
1636
TAP Consulting
Missouri
$320K +$329K +1,442 New
WG
1637
Watchman Group
Texas
$318K -$14.8K -65 -4%
PPW
1638
Pasadena Private Wealth
California
$318K +$1.14K +5 +0.4%
OFS
1639
Orrstown Financial Services
Pennsylvania
$317K – – –
FA
1640
Fagan Associates
New York
$317K +$120K +527 +58%
BSA
1641
Bull Street Advisors
Georgia
$315K – – –
GWSG
1642
GPS Wealth Strategies Group
Colorado
$314K +$47K +206 +17%
MCM
1643
Monarch Capital Management
Indiana
$313K +$78.2K +343 +32%
ERIM
1644
Eagle Ridge Investment Management
Connecticut
$312K – – –
FLA
1645
Financial Life Advisors
Texas
$312K – – –
AWM
1646
Aprio Wealth Management
Georgia
$311K +$7.3K +32 +2%
SAM
1647
Secure Asset Management
Michigan
$310K -$293K -1,283 -48%
AAM
1648
Augustine Asset Management
Florida
$309K – – –
PWM
1649
Palumbo Wealth Management
New York
$308K +$912 +4 +0.3%
SIM
1650
Sadoff Investment Management
Wisconsin
$308K +$51.8K +227 +20%
64 65
66
67 68