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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1651
JB Capital
Connecticut
$308K +$316K +1,385 New
MSA
1652
Marino Stram & Associates
Massachusetts
$307K +$21.4K +94 +7%
RP
1653
Rice Partnership
Hawaii
$305K – – –
FC
1654
Fulcrum Capital
Washington
$304K – – –
ST
1655
Sentinel Trust
Texas
$304K – – –
AFM
1656
Abbot Financial Management
Massachusetts
$303K – – –
AAM
1657
Ameraudi Asset Management
New York
$301K -$80K -351 -21%
LWA
1658
Lowe Wealth Advisors
Maryland
$298K – – –
PMG
1659
Private Management Group
California
$295K -$83.7K -367 -22%
COF
1660
Capital One Financial
Virginia
$294K -$31K -136 -9%
HA
1661
HYA Advisors
Missouri
$294K – – –
PWP
1662
Personal Wealth Partners
Minnesota
$294K +$6.16K +27 +2%
YWP
1663
YorkBridge Wealth Partners
New York
$293K +$7.3K +32 +2%
TF
1664
Trek Financial
Arizona
$293K +$66.6K +292 +28%
MWM
1665
Marietta Wealth Management
Georgia
$292K – – –
CWM
1666
Concentrum Wealth Management
California
$292K +$29.9K +131 +11%
LCM
1667
LCM Capital Management
Illinois
$291K – – –
RWM
1668
RKL Wealth Management
Pennsylvania
$291K +$228 +1 +0.1%
VFM
1669
Vivid Financial Management
California
$291K +$299K +1,312 New
ABP
1670
Arthur B. Page
$289K -$11.4K -50 -4%
JAG
1671
Journey Advisory Group
Kentucky
$289K – – –
TWP
1672
Total Wealth Planning
Ohio
$288K -$215K -944 -42%
AMIM
1673
Aull & Monroe Investment Management
Alabama
$287K -$32.4K -142 -10%
FPWM
1674
FSB Premier Wealth Management
Iowa
$287K +$6.84K +30 +2%
NAMM
1675
NorthStar Asset Management (Massachusetts)
Massachusetts
$286K – – –
65 66
67
68 69