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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1626
Secure Asset Management
Michigan
$664K +$63.5K +317 +11%
SCM
1627
Seascape Capital Management
New Hampshire
$663K -$935K -4,672 -59%
TL
1628
Tradewinds LLC
North Carolina
$660K +$647K +3,234 New
BWM
1629
Baystate Wealth Management
Massachusetts
$658K +$61.9K +309 +11%
UL
1630
Unionview LLC
Washington
$658K +$2.4K +12 +0.4%
TAM
1631
Tucker Asset Management
Colorado
$657K +$33.4K +167 +5%
WMWM
1632
Whitaker-Myers Wealth Managers
Ohio
$654K -$5.61K -28 -0.9%
BC
1633
Burney Company
Virginia
$653K +$29K +145 +5%
IP
1634
Intellectus Partners
California
$653K +$2.4K +12 +0.4%
CCA
1635
Checchi Capital Advisers
California
$652K +$11.8K +59 +2%
MWP
1636
Meredith Wealth Planning
Illinois
$651K -$92.7K -463 -13%
MFG
1637
Midwest Financial Group
Kansas
$651K +$639K +3,192 New
WCFA
1638
Walkner Condon Financial Advisors
Wisconsin
$650K +$4.4K +22 +0.7%
CSWG
1639
Cardinal Strategic Wealth Guidance
Kentucky
$645K -$35.2K -176 -5%
TI
1640
tru Independence
Oregon
$642K +$801 +4 +0.1%
GA
1641
Goldstein Advisors
Wisconsin
$641K +$629K +3,140 New
FA
1642
Fiduciary Alliance
South Carolina
$639K +$272K +1,359 +77%
CNFG
1643
Creegan & Nassoura Financial Group
New Hampshire
$639K – – –
BSI
1644
Bennett Selby Investments
Maine
$638K +$24.8K +124 +4%
OWM
1645
OneAscent Wealth Management
Alabama
$638K +$37K +185 +6%
DSN
1646
D. Scott Neal
Kentucky
$634K +$621K +3,104 New
FM
1647
Family Management
New York
$633K – – –
AWA
1648
Alaska Wealth Advisors
Alaska
$633K -$59.9K -299 -9%
AWM
1649
Aries Wealth Management
Maine
$631K -$30K -150 -5%
VF
1650
VitalStone Financial
Texas
$630K -$138K -689 -21%
64 65
66
67 68