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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1676
SlateStone Wealth
Florida
$447K -$21.2K -103 -4%
AC
1677
Anson Capital
Georgia
$447K +$16.2K +79 +3%
WH
1678
Whitcomb & Hess
Ohio
$446K +$2.26K +11 +0.5%
FSWA
1679
Financial Synergies Wealth Advisors
Texas
$444K +$6.99K +34 +1%
TPWM
1680
Twelve Points Wealth Management
Massachusetts
$443K -$21.6K -105 -4%
APIM
1681
Agate Pass Investment Management
Washington
$439K – – –
CWM
1682
C2C Wealth Management
Arizona
$438K – – –
SG
1683
Stonnington Group
California
$436K -$71.7K -349 -13%
PWM
1684
Penobscot Wealth Management
Maine
$436K +$2.26K +11 +0.5%
EB
1685
Eastern Bank
Massachusetts
$434K – – –
FCB
1686
First Command Bank
Texas
$433K -$220K -1,071 -32%
FCFS
1687
First Command Financial Services
Texas
$433K -$220K -1,071 -32%
KWS
1688
Keystone Wealth Services
California
$429K -$167K -815 -26%
WJWM
1689
Williams Jones Wealth Management
New York
$428K -$4.11K -20 -0.9%
BMM
1690
Buffington Mohr McNeal
Idaho
$428K +$13.4K +65 +3%
WJA
1691
Willis Johnson & Associates
Texas
$425K +$25.1K +122 +6%
WAS
1692
Wealth Advisory Solutions
Indiana
$423K -$14.4K -70 -3%
WAM
1693
Worth Asset Management
Texas
$423K – – –
PWC
1694
PYA Waltman Capital
Tennessee
$421K +$16.8K +82 +4%
NEPPG
1695
New England Professional Planning Group
Rhode Island
$420K – – –
ANB
1696
Amarillo National Bank
Texas
$419K – – –
MSA
1697
Marino Stram & Associates
Massachusetts
$419K +$97.8K +476 +27%
MG
1698
MilWealth Group
Wisconsin
$419K +$19.9K +97 +5%
DE
1699
Day & Ennis
Georgia
$417K – – –
FGG
1700
Financial Guidance Group
Florida
$417K – – –
66 67
68
69 70