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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1801
First American Trust
California
$2.1M +$1.42M +4,277 +215%
IPW
1802
IronBridge Private Wealth
Texas
$2.1M – – –
JMNC
1803
J. Mark Nickell & Co
Tennessee
$2.09M +$2.08M +6,245 New
M
1804
MYeCFO
California
$2.09M +$134K +404 +7%
CWA
1805
Crux Wealth Advisors
California
$2.09M -$1.27M -3,806 -38%
AV
1806
Aspiring Ventures
Ohio
$2.09M -$24.9K -75 -1%
BWA
1807
BlueSky Wealth Advisors
North Carolina
$2.09M – – –
BWM
1808
Base Wealth Management
Florida
$2.09M -$229K -688 -10%
PE
1809
PCM Encore
Colorado
$2.08M +$2.07M +6,209 New
SIC
1810
Salem Investment Counselors
North Carolina
$2.07M -$72.2K -217 -3%
AAG
1811
Asset Advisory Group
New Jersey
$2.06M +$2.04M +6,147 New
PWMG
1812
Private Wealth Management Group
New Jersey
$2.06M +$461K +1,387 +29%
GA
1813
Goldstein Advisors
Wisconsin
$2.06M +$1.66K +5 +0.1%
SCC
1814
Seal Cove Capital
California
$2.06M +$2.04M +6,138 New
CSC
1815
Caldwell Sutter Capital
California
$2.05M – – –
UAG
1816
United Advisor Group
Ohio
$2.05M +$42.9K +129 +2%
OWM
1817
Orgel Wealth Management
Wisconsin
$2.05M +$23.3K +70 +1%
MG
1818
McHugh Group
Ohio
$2.05M +$250K +752 +14%
RFA
1819
RTD Financial Advisors
Pennsylvania
$2.03M – – –
BRG
1820
Bay Rivers Group
Virginia
$2.02M -$9.65K -29 -0.5%
HSWM
1821
Hubbell Strickland Wealth Management
Louisiana
$2.02M +$83.8K +252 +4%
LEA
1822
Legacy Edge Advisors
New York
$2.01M +$300K +902 +18%
VA
1823
Veratis Advisors
North Carolina
$2.01M +$1.99M +5,976 New
FC
1824
FCA Corp
Texas
$2M -$155K -467 -7%
PEA
1825
Park Edge Advisors
Ohio
$2M -$95.1K -286 -5%
71 72
73
74 75