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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
1676
Per Stirling Capital Management
Texas
$597K -$79.1K -395 -12%
DWM
1677
Defined Wealth Management
Oregon
$597K +$40.2K +201 +7%
ACA
1678
Anchor Capital Advisors
Massachusetts
$596K +$585K +2,920 New
ZIM
1679
Zacks Investment Management
Illinois
$596K -$665K -3,321 -53%
BCM
1680
Bayesian Capital Management
New York
$594K -$1.36M -6,787 -70%
PCM
1681
Pointe Capital Management
Michigan
$589K +$25.4K +127 +5%
SCI
1682
S&CO Inc
Massachusetts
$588K – – –
FM
1683
Foster & Motley
Ohio
$587K +$100K +502 +21%
PWC
1684
PYA Waltman Capital
Tennessee
$586K +$70.1K +350 +14%
AWMG
1685
Alliance Wealth Management Group
New Jersey
$585K -$112K -561 -16%
TCM
1686
Towercrest Capital Management
Pennsylvania
$585K -$112K -561 -16%
RWP
1687
Ridgecrest Wealth Partners
California
$585K -$62.1K -310 -10%
JSW
1688
Journey Strategic Wealth
New Jersey
$585K -$906K -4,524 -61%
EL
1689
EMFO LLC
Florida
$583K – – –
M
1690
MYeCFO
California
$582K -$384K -1,917 -40%
SI
1691
SimpliFi Inc
California
$582K +$214K +1,067 +60%
AFS
1692
AFG Fiduciary Services
Massachusetts
$580K +$601 +3 +0.1%
EIM
1693
Ervin Investment Management
Washington
$579K +$577K +2,880 New
BWM
1694
Benchmark Wealth Management
Connecticut
$579K +$21.4K +107 +4%
DE
1695
Day & Ennis
Georgia
$579K -$2K -10 -0.4%
BONH
1696
Bank of New Hampshire
New Hampshire
$578K – – –
DA
1697
Detalus Advisors
Missouri
$577K +$49.6K +248 +10%
SC
1698
Scotia Capital
Ontario, Canada
$577K -$351K -1,755 -38%
EWM
1699
Endurance Wealth Management
Rhode Island
$577K – – –
ACM
1700
Alpha Capital Management
Texas
$575K – – –
66 67
68
69 70