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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
$580K +$11.5K +52 +2%
CCMG
1752
Clark Capital Management Group
Pennsylvania
$578K +$111K +502 +23%
MWM
1753
Marietta Wealth Management
Georgia
$577K -$12.2K -55 -2%
SWP
1754
Strategic Wealth Partners
Ohio
$577K +$33.6K +152 +6%
DE
1755
Day & Ennis
Georgia
$576K -$27.7K -125 -4%
DFG
1756
Delta Financial Group
New Jersey
$575K +$599K +2,708 New
JWWM
1757
Johnson & White Wealth Management
Pennsylvania
$574K +$598K +2,700 New
WA
1758
Waddell & Associates
Tennessee
$572K – – –
RMCM
1759
Reynders McVeigh Capital Management
Massachusetts
$571K -$9.3K -42 -2%
AMCA
1760
Arthur M. Cohen & Associates
Illinois
$571K +$2.21K +10 +0.4%
MWA
1761
Martel Wealth Advisors
Washington
$570K -$11.7K -53 -2%
FCT
1762
First Community Trust
Iowa
$570K – – –
TVAMP
1763
Tennessee Valley Asset Management Partners
Tennessee
$569K +$58.4K +264 +11%
SC
1764
Sawyer & Company
Massachusetts
$566K -$3.76K -17 -0.6%
SWA
1765
SFMG Wealth Advisors
Texas
$563K +$4.21K +19 +0.7%
AWG
1766
Altus Wealth Group
Colorado
$562K -$150K -676 -20%
LT
1767
Legacy Trust
Michigan
$562K -$2.21K -10 -0.4%
SFP
1768
Shepherd Financial Partners
Massachusetts
$562K +$1.55K +7 +0.3%
DAM
1769
Derbend Asset Management
Georgia
$560K -$173K -781 -23%
HCM
1770
Highlander Capital Management
New Jersey
$560K +$584K +2,637 New
GCA
1771
Greenwood Capital Associates
South Carolina
$560K +$5.75K +26 +1%
DWM
1772
Darwin Wealth Management
Florida
$559K +$278K +1,255 +91%
KIG
1773
Kowal Investment Group
Wisconsin
$559K – – –
CRIG
1774
Charter Research & Investment Group
Connecticut
$557K +$581K +2,624 New
HWP
1775
Highline Wealth Partners
California
$556K +$22.1K +100 +4%
69 70
71
72 73