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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1901
Summit Securities Group
New York
$319K -$1.37M -6,100 -81%
AL
1902
ADE LLC
Maryland
$319K -$94K -418 -23%
PWMG
1903
Pinnacle Wealth Management Group
Michigan
$319K -$22.9K -102 -7%
RWM
1904
RKL Wealth Management
Pennsylvania
$319K +$20K +89 +7%
PWM
1905
Palumbo Wealth Management
New York
$318K +$900 +4 +0.3%
SIC
1906
Sterling Investment Counsel
New York
$318K +$110K +489 +54%
WBC
1907
West Branch Capital
Massachusetts
$317K -$68.6K -305 -18%
TC
1908
TownSquare Capital
Utah
$317K +$78.9K +351 +34%
SBF
1909
Sara-Bay Financial
Florida
$315K -$163K -725 -34%
JAG
1910
Journey Advisory Group
Kentucky
$315K +$18.4K +82 +6%
DS
1911
DRW Securities
Illinois
$314K – – –
BFC
1912
Blue Fin Capital
Rhode Island
$314K +$6.07K +27 +2%
ST
1913
Sentinel Trust
Texas
$312K – – –
NFSG
1914
Newbridge Financial Services Group
Florida
$312K +$12.4K +55 +4%
CWM
1915
Concentrum Wealth Management
California
$309K – – –
MCM
1916
Monarch Capital Management
Indiana
$308K -$39.4K -175 -11%
AP
1917
Atwood & Palmer
Missouri
$307K -$78.7K -350 -21%
PCS
1918
Personal CFO Solutions
New Jersey
$307K +$23.8K +106 +9%
LWA
1919
Lowe Wealth Advisors
Maryland
$306K – – –
WW
1920
Waterfront Wealth
Kansas
$306K +$5.17K +23 +2%
SDWIA
1921
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$306K +$302K +1,345 New
NIC
1922
Northwest Investment Counselors
Oregon
$305K -$33.5K -149 -10%
WFS
1923
Widmann Financial Services
Maryland
$305K -$4.05K -18 -1%
SMG
1924
Spectrum Management Group
Indiana
$305K +$90K +400 +43%
GAM
1925
Gould Asset Management
California
$304K -$324K -1,440 -52%
75 76
77
78 79