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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1801
JGP Wealth Management
Oregon
$476K – – –
4WM
1802
4J Wealth Management
Virginia
$475K -$1.8K -9 -0.4%
APIM
1803
Agate Pass Investment Management
Washington
$475K – – –
MCC
1804
Money Concepts Capital
Florida
$471K +$4.2M +20,994 +101%
HNWAG
1805
High Net Worth Advisory Group
Florida
$471K +$13.8K +69 +3%
SIA
1806
SkyView Investment Advisors
New Jersey
$468K +$459K +2,293 New
MFG
1807
MidWestOne Financial Group
Iowa
$467K -$40K -200 -8%
CCM
1808
Crabel Capital Management
California
$467K +$132K +659 +40%
POIA
1809
Pin Oak Investment Advisors
Texas
$466K +$301K +1,505 +193%
WJWM
1810
Williams Jones Wealth Management
New York
$465K – – –
AWP
1811
Abacus Wealth Partners
California
$465K -$98.7K -493 -18%
SA
1812
Strategic Advisors
New York
$464K +$16K +80 +4%
CG
1813
Cutler Group
California
$461K -$1.63M -8,128 -78%
BAM
1814
Bellevue Asset Management
Washington
$460K -$14.2K -71 -3%
CWS
1815
Cypress Wealth Services
California
$456K +$39.4K +197 +10%
TI
1816
Trexquant Investment
Connecticut
$456K +$201K +1,002 +81%
CCA
1817
Clearwater Capital Advisors
Illinois
$455K -$12.6K -63 -3%
MG
1818
MilWealth Group
Wisconsin
$454K – – –
HA
1819
Herold Advisors
New York
$453K +$444K +2,219 New
RIS
1820
Retirement Income Solutions
Michigan
$452K – – –
NEPPG
1821
New England Professional Planning Group
Rhode Island
$452K – – –
FGG
1822
Financial Guidance Group
Florida
$451K – – –
TCPG
1823
Trivant Custom Portfolio Group
California
$449K +$440K +2,200 New
OIA
1824
Optimum Investment Advisors
Illinois
$447K – – –
SPW
1825
Sonoma Private Wealth
California
$446K +$87.3K +436 +25%
71 72
73
74 75