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Vanguard Morningstar Total Stock Market ETF
VTI

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