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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
1751
Old Second National Bank of Aurora
Illinois
$21K – – –
BWM
1752
Baystate Wealth Management
Massachusetts
$17K – – –
IHWM
1753
Iron Horse Wealth Management
Iowa
$17K +$16.1K +88 New
KC
1754
Knuff & Co
California
$15K -$4.57K -25 -25%
FP
1755
Fiduciary Planning
Florida
$13K -$366 -2 -3%
HF
1756
Halpern Financial
Virginia
$9.73K -$9.14K -50 -50%
WIM
1757
Westside Investment Management
California
$7.47K -$222K -1,216 -3%
GA
1758
GoalVest Advisory
New York
$7K +$6.21K +34 New
BA
1759
Ballast Advisors
Minnesota
$6K – – –
PAI
1760
Pittenger & Anderson Inc
Nebraska
$4K -$8.04K -44 -69%
MRCM
1761
M&R Capital Management
New Jersey
$4K – – –
APWM
1762
Atlas Private Wealth Management
New York
$4K +$3.66K +20 New
TAM
1763
Tucker Asset Management
Colorado
$3.89K +$3.66K +20 New
TC
1764
Truvestments Capital
Florida
$3K – – –
CWM
1765
Curi Wealth Management
North Carolina
$3K +$3.47K +19 New
HIM
1766
HawsGoodwin Investment Management
Tennessee
$2K -$183 -1 -8%
CI
1767
CX Institutional
Indiana
$2K – – –
EW
1768
Element Wealth
Mississippi
$2K – – –
LIA
1769
LS Investment Advisors
Michigan
$2K – – –
WAM
1770
Wallington Asset Management
Indiana
$2K – – –
TIAM2
1771
Tru Independence Asset Management 2
Oregon
$2K +$2.01K +11 New
CT
1772
Clearstead Trust
Maine
$1K – – –
JHCP
1773
Jackson Hole Capital Partners
Oklahoma
$1K – – –
BIP
1774
Blueprint Investment Partners
North Carolina
$501 -$470K -2,569 -100%
EMPI
1775
Elo Mutual Pension Insurance
Finland
– -$173M -1,017,000 Closed
69 70
71
72 73