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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1701
TownSquare Capital
Utah
$249K +$240K +1,108 New
AA
1702
Addison Advisors
Vermont
$249K +$243K +1,119 New
SFA
1703
Souders Financial Advisors
Ohio
$246K – – –
AWA
1704
ARS Wealth Advisors
Florida
$246K +$18.9K +87 +9%
EGA
1705
Eagle Global Advisors
Texas
$245K – – –
NFSG
1706
Newbridge Financial Services Group
Florida
$244K +$434 +2 +0.2%
PCH
1707
PGIM Custom Harvest
New Jersey
$244K +$237K +1,094 New
4FG
1708
4Thought Financial Group
New York
$242K -$166K -763 -41%
NEIRG
1709
New England Investment & Retirement Group
Massachusetts
$242K -$18.7K -86 -7%
PAM
1710
Peak Asset Management
Colorado
$241K +$235K +1,082 New
HPC
1711
Hobart Private Capital
North Carolina
$240K -$487K -2,243 -68%
PCMC
1712
Paragon Capital Management (Colorado)
Colorado
$239K +$651 +3 +0.3%
OC
1713
Oarsman Capital
Wisconsin
$239K +$3.25K +15 +1%
IA
1714
Insight Advisors
Pennsylvania
$239K +$230K +1,058 New
LWANC
1715
Laurel Wealth Advisors (North Carolina)
North Carolina
$238K – – –
MCM
1716
Monarch Capital Management
Indiana
$238K +$6.08K +28 +3%
SLG
1717
Stanley-Laman Group
Pennsylvania
$235K +$229K +1,054 New
M
1718
MOTCO
Texas
$234K -$30.4K -140 -12%
SVCP
1719
Silicon Valley Capital Partners
California
$232K +$226K +1,043 New
FWP
1720
Falcon Wealth Planning
California
$230K -$26.9K -124 -11%
ESB
1721
Essex Savings Bank
Connecticut
$230K -$868 -4 -0.4%
SAM
1722
Strategy Asset Managers
California
$229K – – –
FPIS
1723
Financial Planning & Information Services
Wisconsin
$229K +$223K +1,028 New
TF
1724
Trek Financial
Arizona
$229K +$223K +1,029 New
SA
1725
Sicart Associates
New York
$228K – – –
67 68
69
70 71