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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
1826
Punch & Associates Investment Management
Minnesota
$59K -$42.1K -194 -42%
LSA
1827
Lion Street Advisors
Texas
$55.7K +$54.3K +250 New
SIS
1828
Sound Income Strategies
Florida
$52K +$2.17K +10 +4%
PAI
1829
Pittenger & Anderson Inc
Nebraska
$52K +$46.4K +214 +1,070%
TCM
1830
Tradewinds Capital Management
Washington
$46K -$9.33K -43 -17%
FPFS
1831
First Personal Financial Services
North Carolina
$45K – – –
SIAP
1832
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K – – –
FFA
1833
Founders Financial Alliance
North Carolina
$37K +$25.8K +119 +264%
DSC
1834
Duncker Streett & Co
Missouri
$36K – – –
CWP
1835
Concord Wealth Partners
Virginia
$35K -$651 -3 -2%
LS
1836
Leelyn Smith
Illinois
$35K -$217 -1 -0.6%
FI
1837
FormulaFolio Investments
Michigan
$35K – – –
HFM
1838
Hartford Financial Management
Connecticut
$35K – – –
FRA
1839
Front Row Advisors
California
$34K – – –
MPCG
1840
Matrix Private Capital Group
New York
$32K +$26.9K +124 +620%
FEG
1841
Financial Enhancement Group
Indiana
$31K +$30.6K +141 New
ETI
1842
Enterprise Trust & Investment
California
$29K – – –
SFP
1843
Sterling Financial Planning
New Jersey
$29K – – –
MAM
1844
McCarthy Asset Management
California
$26K – – –
WFA
1845
Wells Financial Advisors
Massachusetts
$25K – – –
NG
1846
NWK Group
California
$25K +$24.3K +112 New
TRCT
1847
Tower Research Capital (TRC)
New York
$22K -$5.3M -24,416 -100%
BWM
1848
Baystate Wealth Management
Massachusetts
$20K – – –
TLFA
1849
True Link Financial Advisors
California
$14K – – –
MIM
1850
MTM Investment Management
South Carolina
$12K – – –
72 73
74
75 76