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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1776
Arjuna Capital
North Carolina
$52K +$50.6K +250 New
ACM
1777
Allred Capital Management
Texas
$51.9K +$50.8K +251 New
SIS
1778
Sound Income Strategies
Florida
$46.1K -$44.9K -222 -50%
SWP
1779
ShoreHaven Wealth Partners
New Jersey
$46K +$202 +1 +0.4%
FPFS
1780
First Personal Financial Services
North Carolina
$41K – – –
MCM
1781
MV Capital Management
Maryland
$39K – – –
BAMG
1782
Brand Asset Management Group
Missouri
$36K +$35.4K +175 New
FI
1783
FormulaFolio Investments
Michigan
$34K -$7.36M -36,395 -100%
APWA
1784
Atlas Private Wealth Advisors
New Jersey
$34K -$10.1K -50 -23%
SIAP
1785
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K – – –
CWP
1786
Concord Wealth Partners
Virginia
$33K -$56K -277 -63%
DSC
1787
Duncker Streett & Co
Missouri
$33K – – –
LS
1788
Leelyn Smith
Illinois
$33K +$202 +1 +0.6%
HFM
1789
Hartford Financial Management
Connecticut
$32K -$1.01K -5 -3%
FRA
1790
Front Row Advisors
California
$31K – – –
FFW
1791
Fusion Family Wealth
New York
$31K – – –
CTB
1792
Country Trust Bank
Illinois
$31K +$30.1K +149 New
HCC
1793
Hirtle Callaghan & Co
Pennsylvania
$30K – – –
PWC
1794
PYA Waltman Capital
Tennessee
$30K – – –
SWM
1795
Selective Wealth Management
Virginia
$29K – – –
ETI
1796
Enterprise Trust & Investment
California
$26K – – –
SFP
1797
Sterling Financial Planning
New Jersey
$26K +$2.63K +13 +11%
MAM
1798
McCarthy Asset Management
California
$24K -$607 -3 -3%
WFA
1799
Wells Financial Advisors
Massachusetts
$23K – – –
BWM
1800
Baystate Wealth Management
Massachusetts
$18K – – –
70 71
72
73 74