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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1851
Progressive Investment Management
Oregon
$58K +$59.3K +260 New
SIS
1852
Sound Income Strategies
Florida
$54K +$2.05K +9 +4%
PAIM
1853
Punch & Associates Investment Management
Minnesota
$50K -$9.12K -40 -15%
KFS
1854
Kelly Financial Services
Massachusetts
$48.3K +$49.7K +218 New
APWA
1855
Atlas Private Wealth Advisors
New Jersey
$48K -$26.2K -115 -35%
JWM
1856
Jackson Wealth Management
Florida
$46K +$3.72M +16,311 +637%
TCM
1857
Tradewinds Capital Management
Washington
$45K -$1.6K -7 -3%
FPFS
1858
First Personal Financial Services
North Carolina
$44K – – –
BIA
1859
Bell Investment Advisors
California
$40K +$41K +180 New
SWM
1860
Selective Wealth Management
Virginia
$38K +$38.8K +170 New
CTB
1861
Country Trust Bank
Illinois
$36K -$39.2K -172 -51%
DSC
1862
Duncker Streett & Co
Missouri
$36K – – –
FFA
1863
Founders Financial Alliance
North Carolina
$36K – – –
LS
1864
Leelyn Smith
Illinois
$35K +$228 +1 +0.6%
CWP
1865
Concord Wealth Partners
Virginia
$34K -$1.14K -5 -3%
HFM
1866
Hartford Financial Management
Connecticut
$34K – – –
FRA
1867
Front Row Advisors
California
$33K – – –
PA
1868
PSI Advisors
Florida
$32K +$33.3K +146 New
SL
1869
Savior LLC
Massachusetts
$30K -$38.1K -167 -55%
ETI
1870
Enterprise Trust & Investment
California
$28K – – –
MIM
1871
Macroview Investment Management
Maryland
$27K +$28K +123 New
SFP
1872
Sterling Financial Planning
New Jersey
$26K -$2.96K -13 -10%
MAM
1873
McCarthy Asset Management
California
$26K – – –
WFA
1874
Wells Financial Advisors
Massachusetts
$25K – – –
KA
1875
Kozak & Associates
Colorado
$24K +$22.1K +97 New
73 74
75
76 77