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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
$425K – – –
MSA
1677
Marino Stram & Associates
Massachusetts
$424K +$27.7K +139 +6%
PWAG
1678
Polaris Wealth Advisory Group
California
$423K -$140K -702 -23%
CWM
1679
C2C Wealth Management
Arizona
$423K – – –
TPWM
1680
Twelve Points Wealth Management
Massachusetts
$422K – – –
AWC
1681
Adamsbrown Wealth Consultants
Kansas
$420K -$21.9K -110 -4%
WJA
1682
Willis Johnson & Associates
Texas
$420K +$17.9K +90 +4%
SIA
1683
Sage Investment Advisers
New York
$420K +$97.9K +491 +27%
DE
1684
Day & Ennis
Georgia
$419K +$24.9K +125 +6%
APIM
1685
Agate Pass Investment Management
Washington
$418K – – –
PWM
1686
Penobscot Wealth Management
Maine
$417K +$1.59K +8 +0.3%
LWM
1687
Lyell Wealth Management
California
$413K +$26.5K +133 +6%
BWM
1688
Baystate Wealth Management
Massachusetts
$412K -$172K -865 -27%
ACM
1689
Advance Capital Management
Michigan
$412K -$81.3K -408 -15%
FCB
1690
First Command Bank
Texas
$412K +$199 +1 +0%
FCFS
1691
First Command Financial Services
Texas
$412K +$199 +1 +0%
DL
1692
DOHJ LLC
Washington
$411K +$457K +2,293 New
WJWM
1693
Williams Jones Wealth Management
New York
$409K +$1.99K +10 +0.4%
JWWM
1694
Johnson & White Wealth Management
Pennsylvania
$409K +$454K +2,277 New
KFI
1695
Key Financial Inc
Pennsylvania
$408K +$138K +690 +44%
KWS
1696
Keystone Wealth Services
California
$405K -$2.59K -13 -0.6%
OWM
1697
Orgel Wealth Management
Wisconsin
$404K +$14.9K +75 +3%
WAM
1698
Worth Asset Management
Texas
$403K – – –
RIS
1699
Retirement Income Solutions
Michigan
$403K +$441K +2,215 New
CCA
1700
Clearwater Capital Advisors
Illinois
$401K +$8.77K +44 +2%
66 67
68
69 70