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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
QCMNJ
1701
Quantum Capital Management (New Jersey)
New Jersey
$89K -$1.46K -8 -2%
FMP
1702
Financial Management Professionals
Texas
$88K +$731 +4 +0.9%
SIS
1703
Sound Income Strategies
Florida
$87K +$183 +1 +0.2%
CWP
1704
Concord Wealth Partners
Virginia
$85K +$80.2K +439 New
BAM
1705
Barrett Asset Management
New York
$83K – – –
GFPC
1706
Global Financial Private Client
Florida
$82.5K -$4.93K -27 -6%
PAIM
1707
Punch & Associates Investment Management
Minnesota
$82K -$12.1K -66 -14%
BHWM
1708
Bay Harbor Wealth Management
Maryland
$82K -$914 -5 -1%
SFG
1709
Sowa Financial Group
Rhode Island
$82K – – –
IWMA
1710
Ironwood Wealth Management (Arizona)
Arizona
$81K -$31.6K -173 -29%
OIM
1711
Oder Investment Management
California
$81K +$76.4K +418 New
FPS
1712
Fieldpoint Private Securities
Connecticut
$76K +$71.7K +392 New
RMC
1713
Resources Management Corp
Connecticut
$72K -$32.7K -179 -32%
CPWM
1714
Cypress Point Wealth Management
Texas
$72K +$67.4K +369 New
BWP
1715
Baldwin Wealth Partners
Massachusetts
$68K – – –
CH
1716
Canton Hathaway
Rhode Island
$66K +$62.1K +340 New
SPWG
1717
Sage Private Wealth Group
Illinois
$66K +$62.1K +340 New
POIA
1718
Pin Oak Investment Advisors
Texas
$62K – – –
MAWCM
1719
Mine & Arao Wealth Creation & Management
California
$62K +$183 +1 +0.3%
PWPS
1720
Pinnacle Wealth Planning Services
Ohio
$58K +$54.8K +300 New
TCM
1721
Tradewinds Capital Management
Washington
$56K +$7.86K +43 +17%
TFM
1722
TFC Financial Management
Massachusetts
$54K +$7.86K +43 +18%
MCM
1723
McMillion Capital Management
North Carolina
$54K +$50.3K +275 New
IRC
1724
Investors Research Corp
Georgia
$53K +$366 +2 +0.7%
CFG
1725
CKW Financial Group
Hawaii
$52K – – –
67 68
69
70 71