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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1676
Oarsman Capital
Wisconsin
$219K -$20.2K -100 -9%
SGI
1677
Summit Global Investments
Utah
$219K +$214K +1,058 New
FB
1678
First Bancorp
Maine
$218K +$213K +1,054 New
SNB
1679
Security National Bank
Nebraska
$218K +$214K +1,056 New
MCM
1680
Monarch Capital Management
Indiana
$215K +$210K +1,039 New
IFA
1681
Interactive Financial Advisors
Illinois
$213K -$6.81M -33,637 -96%
SAM
1682
Strategy Asset Managers
California
$213K – – –
VAS
1683
Vestmark Advisory Solutions
Massachusetts
$213K – – –
ESB
1684
Essex Savings Bank
Connecticut
$212K -$9.51K -47 -4%
CL
1685
COWA LLC
Oklahoma
$212K – – –
SA
1686
Sicart Associates
New York
$212K – – –
HBT
1687
Hills Bank & Trust
Iowa
$210K -$23.3K -115 -10%
MSFP
1688
Mark Sheptoff Financial Planning
Connecticut
$210K – – –
AWA
1689
ARS Wealth Advisors
Florida
$210K +$206K +1,016 New
NAM
1690
NTV Asset Management
West Virginia
$210K +$206K +1,016 New
CCA
1691
Cadent Capital Advisors
Oklahoma
$209K -$99.3K -491 -33%
IFWM
1692
Institute for Wealth Management
Colorado
$209K +$205K +1,013 New
BCA
1693
Bernzott Capital Advisors
California
$208K +$203K +1,005 New
SKK
1694
Shepherd Kaplan Krochuk
Massachusetts
$207K -$263K -1,302 -57%
WCWM
1695
Willow Creek Wealth Management
California
$207K -$48.8K -241 -19%
CM
1696
Capital Management
Virginia
$207K +$202K +1,000 New
GLA
1697
Great Lakes Advisors
Illinois
$207K +$202K +1,000 New
WSCM
1698
Wellington Shields Capital Management
New York
$207K +$202K +1,000 New
CA
1699
Callahan Advisors
Texas
$207K +$203K +1,002 New
OCM
1700
Orion Capital Management
California
$205K +$2.23K +11 +1%
66 67
68
69 70