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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1701
Strategic Wealth Partners
Ohio
$575K +$76.5K +382 +16%
RWA
1702
Rooted Wealth Advisors
Illinois
$572K +$558K +2,787 New
FPF
1703
First Pacific Financial
Washington
$572K -$37.4K -187 -6%
WIM
1704
Wittenberg Investment Management
Massachusetts
$571K +$2.2K +11 +0.4%
GC
1705
Gratus Capital
Georgia
$571K – – –
GLA
1706
Good Life Advisors
Pennsylvania
$570K +$7.61K +38 +1%
MWA
1707
Meridian Wealth Advisors
Texas
$569K +$200 +1 +0%
BWM
1708
Birchcreek Wealth Management
Ohio
$566K -$200 -1 -0%
PWLP
1709
Prio Wealth Limited Partnership
Massachusetts
$565K +$7.81K +39 +1%
VCM
1710
Virtue Capital Management
Tennessee
$565K +$19K +95 +3%
SKK
1711
Shepherd Kaplan Krochuk
Massachusetts
$564K +$102M +508,520 New
PRS
1712
Pinkerton Retirement Specialists
Idaho
$563K -$7.41K -37 -1%
ERIM
1713
Eagle Ridge Investment Management
Connecticut
$562K +$161K +804 +41%
MWA
1714
Martel Wealth Advisors
Washington
$560K +$400 +2 +0.1%
EWM
1715
Elmwood Wealth Management
California
$559K -$14.4K -72 -3%
UFF
1716
USA Financial Formulas
Michigan
$559K +$548K +2,739 New
KFA
1717
Kelleher Financial Advisors
New York
$559K +$601 +3 +0.1%
SWM
1718
Soundmark Wealth Management
Washington
$558K +$126K +627 +30%
AA
1719
Alesco Advisors
New York
$556K -$1.4K -7 -0.3%
VF
1720
Vawter Financial
Ohio
$556K +$18.6K +93 +4%
AWAG
1721
ARS Wealth Advisors Group
Florida
$556K -$160K -798 -23%
WMA
1722
West Michigan Advisors
Michigan
$556K -$183K -916 -25%
NF
1723
Norwood Financial
Pennsylvania
$555K -$3K -15 -0.5%
JWWM
1724
Johnson & White Wealth Management
Pennsylvania
$555K +$544K +2,717 New
AWMNH
1725
Arcadia Wealth Management (New Hampshire)
New Hampshire
$552K -$134K -671 -20%
67 68
69
70 71