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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1776
DF Dent & Co
Maryland
$555K – – –
WIP
1777
WealthCare Investment Partners
Rhode Island
$555K +$7.53K +34 +1%
AWAG
1778
ARS Wealth Advisors Group
Florida
$555K +$8.85K +40 +2%
CWA
1779
CM Wealth Advisors
Ohio
$554K -$3.3M -14,925 -86%
AR
1780
Apeiron RIA
Texas
$553K +$68.2K +308 +13%
MBTD
1781
Mechanics Bank - Trust Department
California
$552K – – –
OWM
1782
Orgel Wealth Management
Wisconsin
$551K +$134K +605 +30%
AF
1783
Aldebaran Financial
$550K -$15.5K -70 -3%
IVP
1784
Intrinsic Value Partners
Arizona
$549K – – –
RA
1785
Riverstone Advisors
Texas
$547K +$26.6K +120 +5%
AL
1786
ACAS LLC
California
$547K +$137K +618 +32%
FA
1787
FDx Advisors
Illinois
$547K +$443 +2 +0.1%
JWM
1788
Jackson Wealth Management
Florida
$544K – – –
PRS
1789
Pinkerton Retirement Specialists
Idaho
$543K -$39K -176 -6%
QIM
1790
Quest Investment Management
Oregon
$542K +$241K +1,087 +74%
LW
1791
Lauer Wealth
Indiana
$541K -$5.98K -27 -1%
EWA
1792
Evolution Wealth Advisors
Florida
$541K – – –
RPA
1793
Rock Point Advisors
Vermont
$539K +$562K +2,538 New
SEP
1794
Southland Equity Partners
Missouri
$539K – – –
RFP
1795
RCS Financial Planning
Maryland
$538K +$232K +1,050 +71%
AWA
1796
Alta Wealth Advisors
Massachusetts
$536K +$443 +2 +0.1%
PCA
1797
Providence Capital Advisors
North Carolina
$536K +$11.1K +50 +2%
PWC
1798
PYA Waltman Capital
Tennessee
$535K – – –
CFD
1799
Creative Financial Designs
Indiana
$535K +$278K +1,254 +99%
DWP
1800
Daymark Wealth Partners
Ohio
$535K +$279K +1,259 +100%
70 71
72
73 74