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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1801
Personal CFO Solutions
New Jersey
$317K +$55K +276 +18%
FC
1802
Fulcrum Capital
Washington
$316K – – –
IA
1803
IFG Advisors
Missouri
$316K +$351K +1,759 New
RCYC
1804
Richard C. Young & Co
Rhode Island
$316K +$351K +1,761 New
UCB
1805
United Community Bank
South Carolina
$316K – – –
RWA
1806
River Wealth Advisors
Pennsylvania
$315K +$350K +1,754 New
NB
1807
Northwest Bancshares
Pennsylvania
$314K -$22.3K -112 -6%
RPCONE
1808
Retirement Planning Company of New England
Rhode Island
$314K – – –
TCMP
1809
Thrive Capital Management (Pennsylvania)
Pennsylvania
$313K -$15.7K -79 -4%
HWA
1810
HHM Wealth Advisors
Tennessee
$313K – – –
WWA
1811
WC Walker & Associates
California
$312K – – –
CFP
1812
Cypress Financial Planning
New Jersey
$312K +$997 +5 +0.3%
1IA
1813
1834 Investment Advisors
Wisconsin
$311K -$6.18K -31 -2%
CNC
1814
Canandaigua National Corp
New York
$311K +$85.5K +429 +33%
TWM
1815
Tradition Wealth Management
Minnesota
$310K -$598 -3 -0.2%
WW
1816
Waterfront Wealth
Kansas
$310K +$41.7K +209 +15%
MWM
1817
Maltin Wealth Management
New Jersey
$310K +$344K +1,728 New
GWSG
1818
GPS Wealth Strategies Group
Colorado
$308K -$45K -226 -12%
EBA
1819
Eagle Bay Advisors
New York
$308K -$997 -5 -0.3%
KL
1820
KilterHowling LLC
Colorado
$307K – – –
MAM
1821
Meeder Asset Management
Ohio
$307K -$400K -2,007 -54%
MIM
1822
Marco Investment Management
Georgia
$306K – – –
RFA
1823
RTD Financial Advisors
Pennsylvania
$306K – – –
XWM
1824
Xcel Wealth Management
Florida
$305K – – –
AIA
1825
Ally Invest Advisors
North Carolina
$305K +$339K +1,701 New
71 72
73
74 75