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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
1751
Two Sigma Securities
New York
$375K +$408K +1,988 New
DAM
1752
Deltec Asset Management
New York
$374K – – –
SF
1753
SBK Financial
Virginia
$374K +$407K +1,983 New
RDFA
1754
Ritter Daniher Financial Advisory
Ohio
$373K -$16.4K -80 -4%
BFA
1755
Brown Financial Advisory
Alabama
$373K – – –
GCAC
1756
Guardian Capital Advisors (Canada)
Ontario, Canada
$373K – – –
LF
1757
Lee Financial
Texas
$373K +$205 +1 +0.1%
FP
1758
Financial Perspectives
Minnesota
$372K +$205 +1 +0.1%
CP
1759
Capital Planning
Washington
$372K -$6.58K -32 -2%
VC
1760
Vestor Capital
Illinois
$372K +$9.24K +45 +2%
GAM
1761
Gould Asset Management
California
$372K +$131K +638 +48%
BOS
1762
Bank of Stockton
California
$370K +$40.5K +197 +11%
SFP
1763
Sandbox Financial Partners
Maryland
$368K +$5.75K +28 +1%
PGIM
1764
Pacific Global Investment Management
California
$368K +$84.2K +410 +27%
PC
1765
Port Capital
Illinois
$366K -$41.1K -200 -9%
GWSG
1766
GPS Wealth Strategies Group
Colorado
$366K +$92.9K +452 +30%
LJAC
1767
L.J. Altfest & Co
New York
$365K -$334K -1,627 -46%
MIC
1768
Meridian Investment Counsel
California
$365K – – –
FWP
1769
Falcon Wealth Planning
California
$364K +$36.8K +179 +10%
EFL
1770
ERn Financial LLC
Wisconsin
$363K -$11.7K -57 -3%
HCM
1771
Hudson Capital Management
New Jersey
$362K -$391K -1,905 -50%
SI
1772
SimpliFi Inc
California
$361K +$16.2K +79 +4%
AAM
1773
Aureus Asset Management
Massachusetts
$360K – – –
BAM
1774
Beaumont Asset Management
Texas
$360K +$83.8K +408 +27%
NCM
1775
Northwest Capital Management
Oregon
$358K -$115K -558 -23%
69 70
71
72 73