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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1801
Clearstead Trust
Maine
$318K +$352K +1,766 +29,433%
PCS
1802
Personal CFO Solutions
New Jersey
$317K +$55K +276 +18%
FC
1803
Fulcrum Capital
Washington
$316K – – –
IA
1804
IFG Advisors
Missouri
$316K +$351K +1,759 New
RCYC
1805
Richard C. Young & Co
Rhode Island
$316K +$351K +1,761 New
UCB
1806
United Community Bank
South Carolina
$316K – – –
RWA
1807
River Wealth Advisors
Pennsylvania
$315K +$350K +1,754 New
NB
1808
Northwest Bancshares
Pennsylvania
$314K -$22.3K -112 -6%
RPCONE
1809
Retirement Planning Company of New England
Rhode Island
$314K – – –
TCMP
1810
Thrive Capital Management (Pennsylvania)
Pennsylvania
$313K -$15.7K -79 -4%
HWA
1811
HHM Wealth Advisors
Tennessee
$313K – – –
WWA
1812
WC Walker & Associates
California
$312K – – –
CFP
1813
Cypress Financial Planning
New Jersey
$312K +$997 +5 +0.3%
1IA
1814
1834 Investment Advisors
Wisconsin
$311K -$6.18K -31 -2%
CNC
1815
Canandaigua National Corp
New York
$311K +$85.5K +429 +33%
TWM
1816
Tradition Wealth Management
Minnesota
$310K -$598 -3 -0.2%
WW
1817
Waterfront Wealth
Kansas
$310K +$41.7K +209 +15%
MWM
1818
Maltin Wealth Management
New Jersey
$310K +$344K +1,728 New
GWSG
1819
GPS Wealth Strategies Group
Colorado
$308K -$45K -226 -12%
EBA
1820
Eagle Bay Advisors
New York
$308K -$997 -5 -0.3%
KL
1821
KilterHowling LLC
Colorado
$307K – – –
MAM
1822
Meeder Asset Management
Ohio
$307K -$400K -2,007 -54%
MIM
1823
Marco Investment Management
Georgia
$306K – – –
RFA
1824
RTD Financial Advisors
Pennsylvania
$306K – – –
XWM
1825
Xcel Wealth Management
Florida
$305K – – –
71 72
73
74 75