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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1751
Gradient Investments
Minnesota
$98K -$239K -1,183 -71%
PAIM
1752
Punch & Associates Investment Management
Minnesota
$95K +$7.49K +37 +9%
QCMNJ
1753
Quantum Capital Management (New Jersey)
New Jersey
$94K – – –
FMP
1754
Financial Management Professionals
Texas
$94K +$202 +1 +0.2%
FPS
1755
Fieldpoint Private Securities
Connecticut
$92K +$10.3K +51 +13%
GFPC
1756
Global Financial Private Client
Florida
$88.7K – – –
BAM
1757
Barrett Asset Management
New York
$88K – – –
BWP
1758
Baldwin Wealth Partners
Massachusetts
$87K +$14.2K +70 +20%
IWMA
1759
Ironwood Wealth Management (Arizona)
Arizona
$86K – – –
HI
1760
Hudock Inc
Pennsylvania
$83K -$60.7K -300 -43%
CPWM
1761
Cypress Point Wealth Management
Texas
$83K +$6.27K +31 +8%
RMC
1762
Resources Management Corp
Connecticut
$77K – – –
SPWG
1763
Sage Private Wealth Group
Illinois
$71K +$202 +1 +0.3%
CH
1764
Canton Hathaway
Rhode Island
$70K – – –
WWMSC
1765
Wagner Wealth Management (South Carolina)
South Carolina
$67K +$65.8K +325 New
MAWCM
1766
Mine & Arao Wealth Creation & Management
California
$66K – – –
POIA
1767
Pin Oak Investment Advisors
Texas
$66K – – –
SL
1768
Savior LLC
Massachusetts
$63K +$12.7K +63 +26%
BHWM
1769
Bay Harbor Wealth Management
Maryland
$62K -$24.3K -120 -29%
TFM
1770
TFC Financial Management
Massachusetts
$59K +$2.02K +10 +4%
CFG
1771
CKW Financial Group
Hawaii
$56K – – –
IRC
1772
Investors Research Corp
Georgia
$56K – – –
MWM
1773
Mascoma Wealth Management
New Hampshire
$55K +$54K +267 New
HI
1774
Human Investing
Oregon
$54K – – –
TCM
1775
Tradewinds Capital Management
Washington
$52K -$7.69K -38 -13%
69 70
71
72 73