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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
1801
True Link Financial Advisors
California
$13K +$12.5K +62 New
MIM
1802
MTM Investment Management
South Carolina
$12K +$11.3K +56 New
SFA
1803
Stewardship Financial Advisors
Georgia
$12K +$12.1K +60 New
BC
1804
Burleson & Co
California
$11K +$10.3K +51 New
KC
1805
Knuff & Co
California
$10K -$5.06K -25 -33%
JHCP
1806
Jackson Hole Capital Partners
Oklahoma
$10K +$8.7K +43 +1,433%
FFA
1807
Founders Financial Alliance
North Carolina
$9K -$94.1K -465 -91%
SNT
1808
Security National Trust
West Virginia
$9K +$8.9K +44 New
WIM
1809
Westside Investment Management
California
$7.82K -$111K -547 -1%
GA
1810
GoalVest Advisory
New York
$7K – – –
BA
1811
Ballast Advisors
Minnesota
$6K – – –
SFMG
1812
Sage Financial Management Group
Virginia
$6K +$6.27K +31 New
AA
1813
AlphaMark Advisors
Kentucky
$5K +$4.86K +24 New
MS
1814
Mizuho Securities
Japan
$5K +$4.86K +24 New
TAM
1815
Tucker Asset Management
Colorado
$4.13K – – –
FP
1816
Fiduciary Planning
Florida
$4K -$8.9K -44 -68%
PAI
1817
Pittenger & Anderson Inc
Nebraska
$4K – – –
MPCG
1818
Matrix Private Capital Group
New York
$4K +$4.05K +20 New
TC
1819
Truvestments Capital
Florida
$3K – – –
FCAS
1820
First Command Advisory Services
Texas
$3K +$32K +158 New
CI
1821
CX Institutional
Indiana
$2K – – –
EW
1822
Element Wealth
Mississippi
$2K – – –
HIM
1823
HawsGoodwin Investment Management
Tennessee
$2K – – –
LIA
1824
LS Investment Advisors
Michigan
$2K – – –
WP
1825
WMS Partners
Maryland
– -$123M -634,008 Closed
71 72
73
74 75