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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
1801
Carlsbad Wealth Advisory Group
California
$518K +$491K +2,354 New
HG
1802
Harbor Group
New Hampshire
$518K +$172K +825 +54%
FC
1803
FCA Corp
Texas
$517K +$209 +1 +0%
SW
1804
SlateStone Wealth
Florida
$516K -$5.21K -25 -1%
FP
1805
Financial Perspectives
Minnesota
$515K +$75.1K +360 +18%
OAM
1806
Oppenheimer Asset Management
New York
$514K – – –
IIM
1807
InTrack Investment Management
Vermont
$514K -$45.9K -220 -9%
AWC
1808
Adamsbrown Wealth Consultants
Kansas
$513K -$2.92K -14 -0.6%
APIM
1809
Agate Pass Investment Management
Washington
$513K – – –
TBWA
1810
Three Bridge Wealth Advisors
California
$512K -$68K -326 -12%
CP
1811
Capital Planning
Washington
$511K -$5.21K -25 -1%
FPF
1812
First Pacific Financial
Washington
$510K -$102K -488 -17%
VCM
1813
Vigilant Capital Management
Maine
$509K +$37.8K +181 +8%
4WM
1814
4J Wealth Management
Virginia
$509K -$4.17K -20 -0.9%
FCB
1815
First County Bank
Connecticut
$506K -$23.2K -111 -5%
AR
1816
Apeiron RIA
Texas
$505K -$43K -206 -8%
LWM
1817
Lyell Wealth Management
California
$505K -$80.3K -385 -14%
SIA
1818
SkyView Investment Advisors
New Jersey
$505K – – –
MFG
1819
MidWestOne Financial Group
Iowa
$504K – – –
CWS
1820
Cypress Wealth Services
California
$504K +$1.46K +7 +0.3%
PFA
1821
Petra Financial Advisors
Colorado
$501K -$1.25M -5,974 -72%
AWP
1822
Abacus Wealth Partners
California
$500K – – –
FGG
1823
Financial Guidance Group
Florida
$500K +$12.5K +60 +3%
VC
1824
Veracity Capital
Georgia
$500K -$20.9K -100 -4%
BBNA
1825
Bremer Bank National Association
Minnesota
$500K -$21.1K -101 -4%
71 72
73
74 75