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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1701
AFG Fiduciary Services
Massachusetts
$542K -$16.2K -84 -3%
LEFP
1702
Leading Edge Financial Planning
Tennessee
$542K +$546K +2,833 New
FC
1703
Financial Council
Maryland
$541K -$34.5K -179 -6%
BONH
1704
Bank of New Hampshire
New Hampshire
$541K – – –
EWM
1705
Endurance Wealth Management
Rhode Island
$540K -$1.93K -10 -0.4%
EWM
1706
Elmwood Wealth Management
California
$538K +$11K +57 +2%
SCA
1707
Sandy Cove Advisors
Massachusetts
$535K +$771 +4 +0.1%
GC
1708
Gratus Capital
Georgia
$534K -$398K -2,067 -43%
PCMN
1709
Paradigm Capital Management (Nevada)
Nevada
$534K -$9.83K -51 -2%
PRS
1710
Pinkerton Retirement Specialists
Idaho
$534K -$102K -530 -16%
MWA
1711
Meridian Wealth Advisors
Texas
$533K +$79.6K +413 +17%
WIM
1712
Wittenberg Investment Management
Massachusetts
$533K +$2.7K +14 +0.5%
BWM
1713
Birchcreek Wealth Management
Ohio
$530K -$3.08K -16 -0.6%
WIP
1714
WealthCare Investment Partners
Rhode Island
$530K -$40.5K -210 -7%
KCM
1715
Kanawha Capital Management
Virginia
$529K +$207K +1,072 +63%
AWP
1716
Abacus Wealth Partners
California
$529K +$19.7K +102 +4%
PCM
1717
Pointe Capital Management
Michigan
$528K +$50.7K +263 +11%
HKAM
1718
Horizon Kinetics Asset Management
New York
$527K – – –
GLA
1719
Good Life Advisors
Pennsylvania
$527K +$1.16K +6 +0.2%
PTP
1720
Platform Technology Partners
New York
$526K +$771 +4 +0.1%
MWA
1721
Martel Wealth Advisors
Washington
$524K -$402K -2,085 -43%
SFP
1722
Shepherd Financial Partners
Massachusetts
$524K +$5.2K +27 +1%
WB
1723
West Bancorporation
Iowa
$523K – – –
NF
1724
Norwood Financial
Pennsylvania
$523K -$8.67K -45 -2%
KFA
1725
Kelleher Financial Advisors
New York
$523K +$21.8K +113 +4%
67 68
69
70 71