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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SEM
1751
Strategic Equity Management
Arizona
$522K -$23.4K -117 -4%
AP
1752
Appleton Partners
Massachusetts
$520K -$12.8K -64 -2%
AWA
1753
Alta Wealth Advisors
Massachusetts
$519K +$31K +155 +6%
IIM
1754
InTrack Investment Management
Vermont
$519K -$28K -140 -5%
EWA
1755
Evolution Wealth Advisors
Florida
$518K – – –
SL
1756
Salomon & Ludwin
Virginia
$518K -$345K -1,721 -40%
FSWA
1757
Financial Synergies Wealth Advisors
Texas
$517K -$17.8K -89 -3%
GFA
1758
Gallagher Fiduciary Advisors
Illinois
$516K +$507K +2,531 New
FBC
1759
Fairfield, Bush & Co
Connecticut
$511K -$7.81K -39 -2%
JAFL
1760
Jay A. Fishman Ltd
Michigan
$510K – – –
AR
1761
Apeiron RIA
Texas
$510K +$31.4K +157 +7%
PCA
1762
Providence Capital Advisors
North Carolina
$505K -$27.8K -139 -5%
DAM
1763
Derbend Asset Management
Georgia
$503K +$2K +10 +0.4%
TSWM
1764
Triangle Securities Wealth Management
North Carolina
$503K -$27K -135 -5%
BCM
1765
Bienville Capital Management
New York
$503K – – –
TFA
1766
Trinity Financial Advisors
Ohio
$502K +$23K +115 +5%
AA
1767
Apriem Advisors
California
$502K – – –
SWA
1768
SFMG Wealth Advisors
Texas
$502K -$11.4K -57 -2%
RA
1769
Riverstone Advisors
Texas
$502K -$7.61K -38 -2%
PP
1770
Patten & Patten
Tennessee
$501K +$8.41K +42 +2%
BCCM
1771
Bridge Creek Capital Management
Massachusetts
$500K +$7.81K +39 +2%
SC
1772
Sawyer & Company
Massachusetts
$500K +$7.61K +38 +2%
LW
1773
Lauer Wealth
Indiana
$497K +$485K +2,424 New
HKAM
1774
Horizon Kinetics Asset Management
New York
$497K -$65.1K -325 -12%
MSA
1775
Marino Stram & Associates
Massachusetts
$496K +$11.8K +59 +2%
69 70
71
72 73