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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1701
C2C Wealth Management
Arizona
$538K +$526K +2,227 New
ANB
1702
Amarillo National Bank
Texas
$537K +$13K +55 +3%
PFP
1703
Paragon Financial Partners
California
$537K +$525K +2,225 New
FC
1704
Financial Council
Maryland
$536K +$10.2K +43 +2%
DE
1705
Day & Ennis
Georgia
$534K – – –
WH
1706
Whitcomb & Hess
Ohio
$534K +$3.54K +15 +0.6%
FSG
1707
Financial Strategies Group
Michigan
$533K +$219K +929 +73%
WJA
1708
Willis Johnson & Associates
Texas
$533K +$521K +2,207 New
BCM
1709
Bluefin Capital Management
New York
$531K +$519K +2,200 New
OIA
1710
Optimum Investment Advisors
Illinois
$529K -$236 -1 -0%
RF
1711
Rollins Financial
Georgia
$529K +$517K +2,189 New
HA
1712
Hofer & Associates
California
$529K +$517K +2,191 New
AIA
1713
Alera Investment Advisors
Illinois
$527K – – –
HIMC
1714
Heritage Investors Management Corp
Maryland
$526K +$88.8K +376 +21%
BMD
1715
Better Money Decisions
New Mexico
$524K -$64K -271 -11%
RDFA
1716
Ritter Daniher Financial Advisory
Ohio
$524K -$25.3K -107 -5%
NEPPG
1717
New England Professional Planning Group
Rhode Island
$523K – – –
OWM
1718
Orgel Wealth Management
Wisconsin
$521K +$56.7K +240 +13%
UCB
1719
United Community Bank
South Carolina
$521K +$509K +2,156 New
KCM
1720
Kanawha Capital Management
Virginia
$520K -$167K -707 -25%
FP
1721
Financial Perspectives
Minnesota
$517K +$472 +2 +0.1%
KL
1722
KilterHowling LLC
Colorado
$516K +$505K +2,138 New
EWM
1723
Executive Wealth Management
Michigan
$514K +$154K +653 +44%
SNB
1724
Security National Bank
Nebraska
$513K +$234K +990 +87%
MG
1725
MilWealth Group
Wisconsin
$513K +$38.5K +163 +8%
67 68
69
70 71