VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1901
Pinnacle Family Advisors
Missouri
$364K – – –
XWM
1902
Xcel Wealth Management
Florida
$363K +$38.5K +200 +12%
FWP
1903
Falcon Wealth Planning
California
$362K +$23.3K +121 +7%
NCM
1904
Northwest Capital Management
Oregon
$361K -$2.7K -14 -0.7%
RFA
1905
RTD Financial Advisors
Pennsylvania
$361K +$35.1K +182 +11%
PWA
1906
Providence Wealth Advisors
Illinois
$361K – – –
WAG
1907
Windsor Advisory Group
Ohio
$359K +$362K +1,880 New
AWM
1908
Avondale Wealth Management
Texas
$358K – – –
GSIAS
1909
Garden State Investment Advisory Services
New Jersey
$358K +$360K +1,869 New
SFP
1910
Sandbox Financial Partners
Maryland
$358K +$12.1K +63 +3%
CWM
1911
Core Wealth Management
Florida
$358K +$361K +1,872 New
SBWIC
1912
Schaper Benz & Wise Investment Counsel
Wisconsin
$358K +$2.12K +11 +0.6%
HWM
1913
Horizons Wealth Management
North Carolina
$357K -$8.09K -42 -2%
EIA
1914
Edgemoor Investment Advisors
Maryland
$356K +$359K +1,864 New
SIAG
1915
Safeguard Investment Advisory Group
California
$355K -$146K -759 -29%
DFS
1916
Dixon Fnancial Services
California
$354K – – –
RDFA
1917
Ritter Daniher Financial Advisory
Ohio
$354K +$193 +1 +0.1%
BHWM
1918
Bar Harbor Wealth Management
New Hampshire
$353K – – –
CWM
1919
Chemistry Wealth Management
New York
$349K – – –
SWA
1920
SOA Wealth Advisors
New York
$348K -$64.8K -336 -16%
BRA
1921
Biechele Royce Advisors
Indiana
$348K -$1.93K -10 -0.5%
WC
1922
Whitney & Co
New York
$348K +$351K +1,820 New
AAM
1923
Ameraudi Asset Management
New York
$347K +$37.6K +195 +12%
MP
1924
McDonald Partners
Ohio
$347K – – –
AWM
1925
Aprio Wealth Management
Georgia
$346K -$207K -1,072 -37%
75 76
77
78 79