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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
1801
Oliver Lagore Vanvalin Investment Group
Michigan
$335K +$303K +1,475 +490%
DTC
1802
Davidson Trust Company
Washington
$334K – – –
NFSG
1803
Newbridge Financial Services Group
Florida
$334K +$82.8K +403 +29%
1IA
1804
1834 Investment Advisors
Wisconsin
$333K -$6.58K -32 -2%
NRI
1805
NFP Retirement Inc
California
$332K +$70.5K +343 +24%
TRIA
1806
Trail Ridge Investment Advisors
Colorado
$332K +$60K +292 +20%
FC
1807
Fulcrum Capital
Washington
$332K +$135K +658 +60%
UCB
1808
United Community Bank
South Carolina
$332K -$77.3K -376 -18%
RPCONE
1809
Retirement Planning Company of New England
Rhode Island
$330K -$20.5K -100 -5%
SL
1810
Salomon & Ludwin
Virginia
$330K +$144K +699 +67%
SWM
1811
Soundmark Wealth Management
Washington
$329K -$783K -3,813 -69%
EWM
1812
EPG Wealth Management
Georgia
$329K -$152K -738 -30%
HWA
1813
HHM Wealth Advisors
Tennessee
$329K -$4.32K -21 -1%
OIS
1814
Okabena Investment Services
Minnesota
$327K – – –
TWM
1815
Tradition Wealth Management
Minnesota
$327K +$1.23K +6 +0.3%
CFP
1816
Cypress Financial Planning
New Jersey
$327K +$356K +1,734 New
SWA
1817
SOA Wealth Advisors
New York
$325K +$44.6K +217 +14%
EBA
1818
Eagle Bay Advisors
New York
$325K -$4.11K -20 -1%
PAG
1819
Private Advisory Group
Washington
$324K -$26.7K -130 -7%
CB
1820
Cadence Bank
Mississippi
$323K -$411 -2 -0.1%
KL
1821
KilterHowling LLC
Colorado
$323K +$1.44K +7 +0.4%
MIM
1822
Marco Investment Management
Georgia
$322K – – –
RFA
1823
RTD Financial Advisors
Pennsylvania
$322K – – –
RBFC
1824
Roman Butler Fullerton & Co
Missouri
$322K +$205 +1 +0.1%
T
1825
TCWP
Ohio
$322K +$269K +1,310 +328%
71 72
73
74 75