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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWTS
1701
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.68M +$1.69M +5,787 New
MWS
1702
MFA Wealth Services
California
$1.68M +$1.69M +5,784 New
OWM
1703
Orgel Wealth Management
Wisconsin
$1.68M +$537K +1,842 +47%
OWA
1704
Outlook Wealth Advisors
Texas
$1.67M -$94K -322 -5%
FC
1705
Fiduciary Counselling
Minnesota
$1.67M – – –
TVM
1706
True Vision MN
Minnesota
$1.66M -$1.01M -3,458 -38%
FCG
1707
Financial Connections Group
California
$1.66M -$9.04K -31 -0.5%
LEA
1708
Legacy Edge Advisors
New York
$1.66M -$24.5K -84 -1%
EMAM
1709
Encompass More Asset Management
California
$1.66M +$245K +839 +17%
CPIA
1710
Cornell Pochily Investment Advisors
New York
$1.66M +$2.92K +10 +0.2%
VCA
1711
Verdence Capital Advisors
Maryland
$1.66M +$26.8K +92 +2%
RFP
1712
RCS Financial Planning
Maryland
$1.66M +$1,000K +3,427 +150%
BWA
1713
BlueSky Wealth Advisors
North Carolina
$1.65M – – –
HIM
1714
Hanlon Investment Management
New Jersey
$1.65M -$114K -391 -6%
ES
1715
ETF Store
Kansas
$1.65M +$875 +3 +0.1%
XF
1716
XML Financial
Maryland
$1.64M -$23.6K -81 -1%
NLP
1717
Next Level Private
New York
$1.64M +$9.04K +31 +0.6%
SBWIC
1718
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.63M +$244K +835 +17%
FCAS
1719
First Command Advisory Services
Texas
$1.62M -$58.1K -199 -3%
PMWMG
1720
Parr McKnight Wealth Management Group
Minnesota
$1.62M +$1.63M +5,594 New
SFS
1721
Security Financial Services
Indiana
$1.62M -$15.8K -54 -1%
DTC
1722
Davidson Trust Company
Washington
$1.62M – – –
AWP
1723
Ascent Wealth Partners
New York
$1.62M +$446K +1,530 +38%
UFA
1724
US Financial Advisors
Massachusetts
$1.62M +$1.05M +3,610 +183%
SAM
1725
Secure Asset Management
Michigan
$1.62M +$497K +1,704 +44%
67 68
69
70 71