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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1826
Meridian Wealth Advisors
Texas
$499K -$108K -520 -19%
DWP
1827
Destiny Wealth Partners
Florida
$498K +$52.4K +251 +13%
BAM
1828
Bellevue Asset Management
Washington
$496K +$209 +1 +0%
KCM
1829
Kanawha Capital Management
Virginia
$491K +$33.6K +161 +8%
MG
1830
MilWealth Group
Wisconsin
$490K +$209 +1 +0%
TWP
1831
Tower Wealth Partners
Pennsylvania
$489K -$32.1K -154 -6%
CCMG
1832
Clark Capital Management Group
Pennsylvania
$489K +$11.9K +57 +3%
FM
1833
Foster & Motley
Ohio
$488K -$138K -661 -23%
ACA
1834
Affinity Capital Advisors
California
$487K -$103K -494 -18%
CWM
1835
C2C Wealth Management
Arizona
$486K – – –
CCA
1836
Clearwater Capital Advisors
Illinois
$485K -$5.63K -27 -1%
OIA
1837
Optimum Investment Advisors
Illinois
$483K – – –
SPW
1838
Sonoma Private Wealth
California
$482K – – –
PWM
1839
Palumbo Wealth Management
New York
$481K +$1.67K +8 +0.4%
TSWM
1840
Triangle Securities Wealth Management
North Carolina
$479K -$60.5K -290 -12%
CCA
1841
Cora Capital Advisors
New Jersey
$478K -$41.5K -199 -8%
ANB
1842
Amarillo National Bank
Texas
$478K – – –
WMS
1843
Wealth Management Solutions
Pennsylvania
$477K -$3.55K -17 -0.8%
CA
1844
Claris Advisors
Missouri
$474K +$15.9K +76 +4%
RFA
1845
RTD Financial Advisors
Pennsylvania
$474K +$55.5K +266 +14%
FA
1846
Fiducient Advisors
Illinois
$472K -$2.64M -12,643 -86%
HKAM
1847
Horizon Kinetics Asset Management
New York
$472K -$60.7K -291 -12%
CAM
1848
Concorde Asset Management
Michigan
$470K +$53.8K +258 +14%
UFF
1849
USA Financial Formulas
Michigan
$469K -$127K -609 -22%
TPWM
1850
Twelve Points Wealth Management
Massachusetts
$467K +$31.7K +152 +8%
72 73
74
75 76