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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
1676
Safeguard Investment Advisory Group
California
$286K -$10K -44 -3%
GAM
1677
Gould Asset Management
California
$286K – – –
GIP
1678
Greatmark Investment Partners
Georgia
$286K – – –
WW
1679
Waterfront Wealth
Kansas
$286K +$19.2K +84 +7%
YIH
1680
Y-Intercept (HK)
Hong Kong
$286K +$294K +1,288 New
BFC
1681
Blue Fin Capital
Rhode Island
$285K – – –
FSG
1682
Financial Strategies Group
Michigan
$284K -$34.9K -153 -11%
PP
1683
Palladium Partners
Virginia
$284K +$25.3K +111 +10%
WQ
1684
Wealth Quarterback
New Jersey
$283K +$912 +4 +0.3%
EW
1685
Emerson Wealth
Michigan
$281K – – –
EL
1686
Essex LLC
Illinois
$281K +$289K +1,268 New
NRI
1687
NFP Retirement Inc
California
$281K – – –
IA
1688
Inspire Advisors
Idaho
$280K -$15.5K -68 -5%
SC
1689
Schoolcraft Capital
Colorado
$279K – – –
ZIM
1690
Zacks Investment Management
Illinois
$279K +$287K +1,257 New
FWSM
1691
First Wilshire Securities Management
California
$278K – – –
MAM
1692
MMA Asset Management
Pennsylvania
$278K – – –
SLG
1693
Stanley-Laman Group
Pennsylvania
$278K +$45.6K +200 +19%
PCS
1694
Personal CFO Solutions
New Jersey
$277K -$42.6K -187 -13%
PCH
1695
PGIM Custom Harvest
New Jersey
$275K +$33.3K +146 +13%
IWMA
1696
Ironwood Wealth Management (Arizona)
Arizona
$274K – – –
ISB
1697
Iowa State Bank
Iowa
$273K – – –
FSA
1698
Fort Sheridan Advisors
Illinois
$273K +$281K +1,231 New
NAM
1699
NTV Asset Management
West Virginia
$272K +$47.2K +207 +20%
DIS
1700
Diversified Investment Strategies
Louisiana
$271K – – –
66 67
68
69 70