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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1701
Kaizen Financial Strategies
California
$961K -$86.4K -391 -9%
M
1702
MYeCFO
California
$959K +$72.5K +328 +9%
FS
1703
Financial Symmetry
North Carolina
$959K +$893K +4,041 New
SAM
1704
Secure Asset Management
Michigan
$958K -$5.53K -25 -0.6%
PFBT
1705
Parkside Financial Bank & Trust
Missouri
$957K +$445K +2,012 +99%
BWM
1706
Brown Wealth Management
Illinois
$950K – – –
VCP
1707
Verus Capital Partners
Arizona
$948K -$11.1K -50 -1%
WFM
1708
Wolff Financial Management
Michigan
$947K +$115K +522 +15%
IFAM
1709
Institutional & Family Asset Management
Colorado
$947K -$89.1K -403 -9%
EL
1710
EQ LLC
Washington
$946K -$140K -634 -14%
LRWA
1711
Long Run Wealth Advisors
New York
$944K – – –
CFS
1712
CRA Financial Services
New Jersey
$943K -$22.1K -100 -2%
TAM
1713
Tucker Asset Management
Colorado
$938K +$200K +903 +30%
KFI
1714
Key Financial Inc
Pennsylvania
$938K – – –
TPWM
1715
Twelve Points Wealth Management
Massachusetts
$937K +$147K +667 +20%
EWM
1716
EPG Wealth Management
Georgia
$937K -$115K -520 -12%
FWM
1717
FSA Wealth Management
Massachusetts
$936K -$58.8K -266 -6%
NPT
1718
Nixon Peabody Trust
Massachusetts
$933K – – –
ICM
1719
IMS Capital Management
Oregon
$931K +$78.5K +355 +10%
SRWM
1720
Shira Ridge Wealth Management
California
$928K -$7.29K -33 -0.8%
VF
1721
Vawter Financial
Ohio
$924K +$7.96K +36 +0.9%
KFSC
1722
Keystone Financial Services (Colorado)
Colorado
$923K -$107K -484 -11%
VDBMI
1723
Van Den Berg Management I
Texas
$922K -$74.7K -338 -8%
USB
1724
Union Savings Bank
Connecticut
$921K -$73.2K -331 -8%
CF
1725
Centaurus Financial
California
$921K +$72.5K +328 +9%
67 68
69
70 71