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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LKWM
1651
Lee-Kelleher Wealth Management
Maryland
$2.6M -$539K -1,620 -17%
MWP
1652
Madison Wealth Partners
Wisconsin
$2.6M -$473K -1,421 -15%
AWM
1653
Austin Wealth Management
Texas
$2.6M -$8.65K -26 -0.3%
SL
1654
SFM LLC
New Hampshire
$2.59M -$108K -324 -4%
XFP
1655
Xena Financial Planning
Oregon
$2.59M +$2.57M +7,716 New
HAS
1656
Holland Advisory Services
Florida
$2.59M -$22.6K -68 -0.9%
NWA
1657
New World Advisors
Massachusetts
$2.58M +$31.9K +96 +1%
LWA
1658
LifeGoal Wealth Advisors
New York
$2.58M -$24.3K -73 -0.9%
NJIM
1659
Nabity-Jensen Investment Management
Nebraska
$2.57M -$64.5K -194 -2%
WPW
1660
Watershed Private Wealth
Illinois
$2.57M +$4.33K +13 +0.2%
EFMC
1661
Empire Financial Management Company
New York
$2.57M -$175K -526 -6%
TWM
1662
Trinity Wealth Management
Pennsylvania
$2.57M +$85.2K +256 +3%
FWS
1663
FinDec Wealth Services
California
$2.57M -$151K -453 -6%
GC
1664
GatePass Capital
Ohio
$2.57M +$519K +1,559 +26%
HWP
1665
Highline Wealth Partners
California
$2.56M +$424K +1,276 +20%
BIM
1666
Baldwin Investment Management
Pennsylvania
$2.56M +$54.6K +164 +2%
OA
1667
Oxbow Advisors
Texas
$2.56M – – –
TCWM
1668
Total Clarity Wealth Management
Illinois
$2.55M -$115K -346 -4%
CT
1669
Clearstead Trust
Maine
$2.55M – – –
CC
1670
Cornerstone Capital
California
$2.54M +$395K +1,187 +19%
TWM
1671
Tradition Wealth Management
Minnesota
$2.54M +$21K +63 +0.8%
SWTS
1672
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.54M +$120K +360 +5%
CWA
1673
Cura Wealth Advisors
Illinois
$2.53M +$180K +541 +8%
IAMOG
1674
Investors Asset Management of Georgia
Georgia
$2.53M -$3.66K -11 -0.1%
MSG
1675
Main Street Group
Virginia
$2.52M +$449K +1,350 +22%
65 66
67
68 69