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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1726
Alesco Advisors
New York
$522K -$8.09K -42 -2%
PWLP
1727
Prio Wealth Limited Partnership
Massachusetts
$522K +$18.3K +95 +4%
DWM
1728
Defined Wealth Management
Oregon
$520K +$19.1K +99 +4%
VCM
1729
Virtue Capital Management
Tennessee
$519K – – –
BWM
1730
Benchmark Wealth Management
Connecticut
$519K +$523K +2,715 New
JIC
1731
JRM Investment Counsel
Nebraska
$518K -$2.22M -11,504 -81%
IIM
1732
InTrack Investment Management
Vermont
$515K +$6.55K +34 +1%
WA
1733
Waddell & Associates
Tennessee
$514K +$2.5K +13 +0.5%
SEP
1734
Southland Equity Partners
Missouri
$514K -$3.28K -17 -0.6%
CPA
1735
Capital Planning Advisors
California
$513K +$517K +2,685 New
FCT
1736
First Community Trust
Iowa
$513K +$44.9K +233 +10%
SEM
1737
Strategic Equity Management
Arizona
$511K -$542K -2,814 -51%
FAT
1738
First American Trust
California
$509K +$513K +2,664 New
RFA
1739
Resurgent Financial Advisors
Georgia
$508K -$299K -1,551 -37%
AMCA
1740
Arthur M. Cohen & Associates
Illinois
$508K +$2.31K +12 +0.5%
TBWA
1741
Three Bridge Wealth Advisors
California
$508K – – –
IWA
1742
IBEX Wealth Advisors
New Jersey
$506K +$510K +2,645 New
NIC
1743
Northwest Investment Counselors
Oregon
$506K +$193 +1 +0%
PWMG
1744
Pinnacle Wealth Management Group
Michigan
$505K +$3.08K +16 +0.6%
PFG
1745
PAX Financial Group
Texas
$504K +$23.1K +120 +5%
VF
1746
Vawter Financial
Ohio
$503K +$507K +2,630 New
FSWA
1747
Financial Synergies Wealth Advisors
Texas
$501K -$159K -824 -24%
DDC
1748
DF Dent & Co
Maryland
$500K – – –
PCA
1749
Providence Capital Advisors
North Carolina
$500K – – –
AP
1750
Appleton Partners
Massachusetts
$499K -$4.05K -21 -0.8%
68 69
70
71 72