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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1901
Shorepath Capital Management
Utah
$659K +$614K +2,777 New
CPA
1902
Capital Planning Advisors
California
$658K +$221 +1 +0%
DA
1903
Detalus Advisors
Missouri
$657K -$43.1K -195 -7%
C
1904
CEDRUS
Colorado
$656K +$96.8K +438 +19%
JWM
1905
JGP Wealth Management
Oregon
$655K -$884 -4 -0.1%
SFP
1906
Sandbox Financial Partners
Maryland
$654K +$201K +910 +49%
AWA
1907
Alaska Wealth Advisors
Alaska
$654K – – –
KFA
1908
Kelleher Financial Advisors
New York
$648K -$3.1K -14 -0.5%
DE
1909
Day & Ennis
Georgia
$647K +$3.98K +18 +0.7%
WA
1910
WP Advisors
California
$646K +$389K +1,759 +182%
CRI
1911
Colonial River Investments
Virginia
$645K -$156K -707 -21%
DFG
1912
Delta Financial Group
New Jersey
$645K +$2.65K +12 +0.4%
CCMG
1913
Clark Capital Management Group
Pennsylvania
$645K -$1.1K -5 -0.2%
MWM
1914
Marietta Wealth Management
Georgia
$644K – – –
AA
1915
Aire Advisors
California
$644K +$44.9K +203 +8%
ACM
1916
Alpha Capital Management
Texas
$641K -$23.2K -105 -4%
BBI
1917
Baxter Bros Inc
Connecticut
$640K -$22.1K -100 -4%
EW
1918
Element Wealth
Mississippi
$640K +$306K +1,384 +105%
GWWM
1919
Great Waters Wealth Management
Minnesota
$637K -$22.8K -103 -4%
CSWG
1920
Cardinal Strategic Wealth Guidance
Kentucky
$636K -$90.4K -409 -13%
SVWG
1921
Shared Vision Wealth Group
United States
$636K +$593K +2,683 New
CWA
1922
Consilio Wealth Advisors
Washington
$635K +$592K +2,676 New
FCT
1923
First Community Trust
Iowa
$632K -$4.2K -19 -0.7%
KIG
1924
Kowal Investment Group
Wisconsin
$631K +$6.63K +30 +1%
CFGA
1925
Cambridge Financial Group (Arizona)
Arizona
$629K +$586K +2,650 New
75 76
77
78 79