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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
1726
Security National Bank
Nebraska
$513K +$234K +990 +87%
MG
1727
MilWealth Group
Wisconsin
$513K +$38.5K +163 +8%
SBF
1728
Sara-Bay Financial
Florida
$509K +$59.5K +252 +14%
OBWG
1729
Onyx Bridge Wealth Group
New York
$508K +$47K +199 +11%
OFG
1730
Orcam Financial Group
California
$508K +$496K +2,103 New
GIA
1731
GHP Investment Advisors
Colorado
$506K -$49.6K -210 -9%
AC
1732
Anson Capital
Georgia
$506K +$538K +2,279 New
GIA
1733
Goodwin Investment Advisory
Georgia
$503K +$99.6K +422 +25%
FFG
1734
Frisch Financial Group
New York
$502K +$88.8K +376 +22%
AA
1735
Apriem Advisors
California
$501K -$4.72K -20 -1%
MCP
1736
Mirador Capital Partners
California
$501K +$102K +432 +26%
ERIM
1737
Eagle Ridge Investment Management
Connecticut
$500K +$157K +663 +47%
SHFA
1738
SC&H Financial Advisors
Maryland
$498K +$487K +2,064 New
THWM
1739
Taylor Hoffman Wealth Management
Virginia
$496K – – –
ATC
1740
Argent Trust Co
Tennessee
$495K -$4.25K -18 -0.9%
RBFC
1741
Roman Butler Fullerton & Co
Missouri
$495K +$472 +2 +0.1%
TCWM
1742
Total Clarity Wealth Management
Illinois
$495K +$1.18K +5 +0.2%
OFA
1743
Oak Family Advisors
Illinois
$494K – – –
LF
1744
Lee Financial
Texas
$492K +$1.18K +5 +0.2%
BBW
1745
Blue Barn Wealth
Utah
$492K +$8.73K +37 +2%
MWAM
1746
Manhattan West Asset Management
California
$490K +$479K +2,028 New
FSWA
1747
Financial Synergies Wealth Advisors
Texas
$490K +$12.3K +52 +3%
JCM
1748
Jag Capital Management
Missouri
$489K -$23.4K -99 -5%
CCT
1749
Capital City Trust
Florida
$488K – – –
TCMP
1750
Thrive Capital Management (Pennsylvania)
Pennsylvania
$487K -$83.3K -353 -15%
68 69
70
71 72