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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1651
Madrona Financial Services
Washington
$630K -$79.9K -399 -11%
SPAS
1652
Spectrum Planning & Advisory Services
California
$629K -$9.83M -49,117 -94%
WP
1653
WealthShield Partners
North Carolina
$629K +$400 +2 +0.1%
RFA
1654
Register Financial Advisors
Georgia
$628K -$13.8K -69 -2%
CA
1655
Calton & Associates
Florida
$628K -$218K -1,089 -26%
PWA
1656
Pillar Wealth Advisors
Pennsylvania
$627K +$200 +1 +0%
RA
1657
Ruggaard & Associates
Ohio
$624K +$612K +3,056 New
BTIM
1658
BancFirst Trust & Investment Management
Oklahoma
$623K -$17.6K -88 -3%
PRA
1659
Pine Ridge Advisers
New York
$619K +$28K +140 +5%
PWP
1660
Perfromance Wealth Partners
Illinois
$619K +$2.6K +13 +0.4%
TCM
1661
Tandem Capital Management
New Jersey
$618K – – –
HSWM
1662
Hubbell Strickland Wealth Management
Louisiana
$617K -$104K -522 -15%
CA
1663
Carson Advisory
Georgia
$616K +$11.6K +58 +2%
AAIM
1664
Asset Advisors Investment Management
Georgia
$614K – – –
CWP
1665
Curated Wealth Partners
California
$613K -$20K -100 -3%
CW
1666
Channel Wealth
California
$613K +$601K +3,001 New
FC
1667
Financial Council
Maryland
$612K +$34K +170 +6%
GWWM
1668
Great Waters Wealth Management
Minnesota
$611K +$801 +4 +0.1%
HWA
1669
HCR Wealth Advisors
California
$607K +$80.3K +401 +16%
OFS
1670
OneAscent Financial Services
Alabama
$606K -$132K -658 -18%
RIL
1671
Rothschild Investment LLC
Illinois
$606K – – –
DACG
1672
Donor Advised Charitable Giving
California
$603K +$104K +518 +21%
AF
1673
Apexium Financial
Texas
$603K -$79.7K -398 -12%
CAAM
1674
Cornerstone Advisors Asset Management
Pennsylvania
$601K +$400 +2 +0.1%
SAA
1675
Southeast Asset Advisors
Georgia
$599K -$27.4K -137 -4%
65 66
67
68 69