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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1701
Cassady Schiller Wealth Management
Ohio
$1.11M -$147K -594 -12%
CFS
1702
CRA Financial Services
New Jersey
$1.11M +$77.4K +313 +8%
CC
1703
Cadinha & Co
Hawaii
$1.11M – – –
OWA
1704
Opal Wealth Advisors
New York
$1.11M +$3.71K +15 +0.4%
PWLP
1705
Prio Wealth Limited Partnership
Massachusetts
$1.11M +$165K +668 +19%
DWM
1706
Defined Wealth Management
Oregon
$1.11M +$4.95K +20 +0.5%
KFSC
1707
Keystone Financial Services (Colorado)
Colorado
$1.11M +$92.8K +375 +10%
TPWM
1708
Twelve Points Wealth Management
Massachusetts
$1.1M +$74.2K +300 +8%
RIP
1709
RAM Investment Partners
Washington
$1.1M – – –
FMN
1710
Financial Management Network
California
$1.1M +$28.7K +116 +3%
KCFA
1711
Key Client Fiduciary Advisors
New Jersey
$1.1M -$17.8K -72 -2%
HI
1712
Hudock Inc
Pennsylvania
$1.1M +$250K +1,012 +31%
TI
1713
Trexquant Investment
Connecticut
$1.1M -$1.76M -7,116 -63%
SM
1714
Sweeney & Michel
California
$1.09M +$1.04M +4,216 New
AP
1715
Appleton Partners
Massachusetts
$1.09M +$425K +1,718 +69%
WAM
1716
Worth Asset Management
Texas
$1.09M +$219K +886 +27%
GBT
1717
Grove Bank & Trust
Florida
$1.09M +$86.3K +349 +9%
PFA
1718
Pathway Financial Advisors
Vermont
$1.09M -$429K -1,736 -29%
KCM
1719
Kaye Capital Management
California
$1.09M +$3.46K +14 +0.3%
MCM
1720
Mattern Capital Management
Colorado
$1.09M -$29.7K -120 -3%
SWC
1721
Spectrum Wealth Counsel
Indiana
$1.08M +$665K +2,689 +182%
AWA
1722
Amplius Wealth Advisors
Pennsylvania
$1.08M -$88.8K -359 -8%
WFM
1723
Wolff Financial Management
Michigan
$1.08M +$42.3K +171 +4%
CAM
1724
Cidel Asset Management
Ontario, Canada
$1.08M – – –
IA
1725
IFG Advisors
Missouri
$1.08M +$18.1K +73 +2%
67 68
69
70 71