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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SBWIC
1901
Schaper Benz & Wise Investment Counsel
Wisconsin
$382K – – –
FIC
1902
Family Investment Center
Missouri
$381K +$142K +710 +61%
HWM
1903
Horizons Wealth Management
North Carolina
$379K -$1.8K -9 -0.5%
SFP
1904
Sandbox Financial Partners
Maryland
$378K -$3.8K -19 -1%
BOS
1905
Bank of Stockton
California
$378K -$131K -654 -26%
DFS
1906
Dixon Fnancial Services
California
$378K – – –
BHWM
1907
Bar Harbor Wealth Management
New Hampshire
$377K – – –
SFG
1908
Sovereign Financial Group
Connecticut
$377K -$79.3K -396 -18%
CI
1909
Chartist Inc
California
$376K +$399K +1,995 New
CS
1910
Credit Suisse
Switzerland
$376K -$146K -727 -28%
LF
1911
Lee Financial
Texas
$375K -$41.6K -208 -10%
VPP
1912
Vertex Planning Partners
Illinois
$373K +$19.4K +97 +6%
WC
1913
Whitney & Co
New York
$372K +$1K +5 +0.3%
SWA
1914
SOA Wealth Advisors
New York
$372K +$400 +2 +0.1%
MP
1915
McDonald Partners
Ohio
$371K – – –
AWM
1916
Affinity Wealth Management
Delaware
$371K +$364K +1,816 New
RBFC
1917
Roman Butler Fullerton & Co
Missouri
$370K +$200 +1 +0.1%
GFWA
1918
Grey Fox Wealth Advisors
Delaware
$369K +$200 +1 +0.1%
RDFA
1919
Ritter Daniher Financial Advisory
Ohio
$368K -$8.81K -44 -2%
MPCG
1920
Matrix Private Capital Group
New York
$367K -$381K -1,904 -51%
FWP
1921
Falcon Wealth Planning
California
$367K -$18.8K -94 -5%
CFO
1922
Collective Family Office
Pennsylvania
$367K -$70.1K -350 -16%
HFRG
1923
Houlihan Financial Resource Group
Virginia
$366K – – –
V
1924
ViaWealth
Kansas
$365K +$42.6K +213 +14%
WAM
1925
Weatherly Asset Management
California
$364K – – –
75 76
77
78 79