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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1826
Williams Jones Wealth Management
New York
$436K – – –
PWW
1827
Pettyjohn Wood & White
Virginia
$430K -$59.5K -309 -12%
SFG
1828
Sovereign Financial Group
Connecticut
$429K +$68.4K +355 +19%
FCB
1829
First Command Bank
Texas
$428K -$11K -57 -2%
FCFS
1830
First Command Financial Services
Texas
$428K -$11K -57 -2%
HNWAG
1831
High Net Worth Advisory Group
Florida
$427K +$2.89K +15 +0.7%
NEPPG
1832
New England Professional Planning Group
Rhode Island
$426K – – –
MG
1833
MilWealth Group
Wisconsin
$425K +$193 +1 +0%
RIS
1834
Retirement Income Solutions
Michigan
$423K – – –
OWM
1835
Orgel Wealth Management
Wisconsin
$423K -$7.71K -40 -2%
FGG
1836
Financial Guidance Group
Florida
$423K – – –
CCM
1837
Condor Capital Management
New Jersey
$420K -$203K -1,052 -32%
SA
1838
Strategic Advisors
New York
$420K -$37.2K -193 -8%
OIA
1839
Optimum Investment Advisors
Illinois
$419K – – –
PWM
1840
Palumbo Wealth Management
New York
$417K +$1.93K +10 +0.5%
ANB
1841
Amarillo National Bank
Texas
$415K – – –
LT
1842
Legacy Trust
Michigan
$412K +$415K +2,155 New
BEW
1843
Burton Enright Welch
California
$412K -$104K -541 -20%
CFO
1844
Collective Family Office
Pennsylvania
$410K +$414K +2,146 New
KFI
1845
Key Financial Inc
Pennsylvania
$408K – – –
DA
1846
Dash Acquisitions
California
$407K – – –
BWM
1847
BCGM Wealth Management
Indiana
$405K – – –
MF
1848
Manchester Financial
California
$404K -$8.09K -42 -2%
SWM
1849
Soundmark Wealth Management
Washington
$402K +$21.2K +110 +6%
QPWM
1850
Quadrant Private Wealth Management
Pennsylvania
$400K +$403K +2,090 New
72 73
74
75 76