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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1751
Alpha Capital Management
Texas
$575K – – –
GCA
1752
Greenwood Capital Associates
South Carolina
$575K +$5.84K +28 +1%
LJAC
1753
L.J. Altfest & Co
New York
$573K +$129K +617 +31%
MBTD
1754
Mechanics Bank - Trust Department
California
$573K – – –
LW
1755
Lauer Wealth
Indiana
$571K +$22.7K +109 +4%
IVP
1756
Intrinsic Value Partners
Arizona
$569K – – –
WIP
1757
WealthCare Investment Partners
Rhode Island
$569K -$9.39K -45 -2%
FAG
1758
Financial Advisory Group
Texas
$567K – – –
FA
1759
FDx Advisors
Illinois
$567K +$119K +572 +29%
AWAG
1760
ARS Wealth Advisors Group
Florida
$567K -$31.5K -151 -6%
SWP
1761
Strategic Wealth Partners
Ohio
$565K -$53.2K -255 -9%
JWM
1762
Jackson Wealth Management
Florida
$564K – – –
PWC
1763
PYA Waltman Capital
Tennessee
$562K -$73K -350 -12%
AP
1764
Appleton Partners
Massachusetts
$561K – – –
EWA
1765
Evolution Wealth Advisors
Florida
$561K +$1.25K +6 +0.2%
SEP
1766
Southland Equity Partners
Missouri
$559K -$31.9K -153 -6%
FBC
1767
Fairfield, Bush & Co
Connecticut
$558K +$6.26K +30 +1%
FSWA
1768
Financial Synergies Wealth Advisors
Texas
$558K -$209 -1 -0%
BWM
1769
Birchcreek Wealth Management
Ohio
$557K -$50.5K -242 -9%
GFA
1770
Gallagher Fiduciary Advisors
Illinois
$557K -$626 -3 -0.1%
WMA
1771
West Michigan Advisors
Michigan
$557K -$40.7K -195 -7%
AWA
1772
Alta Wealth Advisors
Massachusetts
$556K -$4.59K -22 -0.9%
HWP
1773
Highline Wealth Partners
California
$555K -$29.8K -143 -5%
FA
1774
Fermata Advisors
California
$554K +$525K +2,516 New
WJWM
1775
Williams Jones Wealth Management
New York
$552K +$47.1K +226 +10%
69 70
71
72 73