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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
NEIRG
1651
New England Investment & Retirement Group
Massachusetts
$242K +$237K +1,171 New
RTC
1652
Riverview Trust Company
Washington
$241K – – –
CAM
1653
Carret Asset Management
New York
$241K +$236K +1,166 New
LI
1654
LVZ Inc
Michigan
$239K – – –
RIS
1655
Retirement Income Solutions
Michigan
$239K – – –
FWP
1656
Falcon Wealth Planning
California
$239K +$20.4K +101 +10%
GCAC
1657
Guardian Capital Advisors (Canada)
Ontario, Canada
$236K – – –
WG
1658
Watchman Group
Texas
$235K -$6.07K -30 -3%
IAP
1659
Indie Asset Partners
Indiana
$234K -$60.7K -300 -21%
EBT
1660
Enterprise Bank & Trust
Massachusetts
$234K -$11.3K -56 -5%
PP
1661
Palladium Partners
Virginia
$233K -$62.1K -307 -21%
JCM
1662
Jacobsen Capital Management
Utah
$231K -$2.83K -14 -1%
MPW
1663
MA Private Wealth
California
$231K +$226K +1,117 New
SDJVC
1664
St. Denis J. Villere & Co
Louisiana
$231K +$226K +1,118 New
GWCM
1665
Godshalk Welsh Capital Management
Pennsylvania
$230K – – –
SFA
1666
Souders Financial Advisors
Ohio
$229K -$8.3K -41 -4%
KCM
1667
Kanawha Capital Management
Virginia
$228K – – –
EGA
1668
Eagle Global Advisors
Texas
$227K +$1.01K +5 +0.5%
SIM
1669
Sadoff Investment Management
Wisconsin
$227K +$222K +1,098 New
FC
1670
Fusion Capital
South Carolina
$226K -$12.5K -62 -5%
NFSG
1671
Newbridge Financial Services Group
Florida
$226K +$39.5K +195 +22%
WW
1672
Waterfront Wealth
Kansas
$226K +$219K +1,081 New
YCM
1673
Yakira Capital Management
Connecticut
$224K +$220K +1,085 New
TCB
1674
Texas Capital Bancshares
Texas
$221K – – –
LWANC
1675
Laurel Wealth Advisors (North Carolina)
North Carolina
$221K +$405 +2 +0.2%
65 66
67
68 69