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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1626
Derbend Asset Management
Georgia
$587K – – –
JWM
1627
Jackson Wealth Management
Florida
$583K -$3.78M -16,792 -87%
AP
1628
Appleton Partners
Massachusetts
$583K -$15.7K -70 -3%
LRWA
1629
Long Run Wealth Advisors
New York
$583K – – –
PWW
1630
Pettyjohn Wood & White
Virginia
$583K – – –
HWA
1631
HCR Wealth Advisors
California
$582K +$4.72K +21 +0.8%
PWLP
1632
Prio Wealth Limited Partnership
Massachusetts
$582K +$37.1K +165 +7%
BA
1633
Bellwether Advisors
Nebraska
$582K +$129K +574 +29%
KCIA
1634
Kingsbury Capital Investment Advisors
Illinois
$574K +$567K +2,522 New
SG
1635
Stonnington Group
California
$573K +$22.7K +101 +4%
JAFL
1636
Jay A. Fishman Ltd
Michigan
$569K – – –
CCFM
1637
Clear Creek Financial Management
Washington
$569K -$138K -612 -20%
HCM
1638
HMS Capital Management
Tennessee
$567K -$14.8K -66 -3%
EWM
1639
EPG Wealth Management
Georgia
$565K -$665K -2,955 -54%
PTP
1640
Platform Technology Partners
New York
$565K -$38K -169 -6%
PFG
1641
Pinnacle Financial Group
Illinois
$564K +$8.32K +37 +2%
SW
1642
SlateStone Wealth
Florida
$563K – – –
OWM
1643
Orgel Wealth Management
Wisconsin
$563K +$71.1K +316 +15%
SWA
1644
SFMG Wealth Advisors
Texas
$560K -$216K -961 -28%
NCM
1645
Northwest Capital Management
Oregon
$559K +$900 +4 +0.2%
TPWM
1646
Twelve Points Wealth Management
Massachusetts
$559K +$552K +2,455 New
FCT
1647
First Community Trust
Iowa
$558K – – –
SA
1648
Shilanski & Associates
Alaska
$556K +$549K +2,442 New
SC
1649
Scotia Capital
Ontario, Canada
$555K -$235K -1,045 -30%
DACG
1650
Donor Advised Charitable Giving
California
$555K +$548K +2,438 New
64 65
66
67 68