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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1926
RKL Wealth Management
Pennsylvania
$316K +$708 +3 +0.2%
MCM
1927
McRae Capital Management
New Jersey
$316K +$85K +360 +38%
CWA
1928
Canvas Wealth Advisors
Kansas
$315K +$308K +1,306 New
JAG
1929
Journey Advisory Group
Kentucky
$314K – – –
SIA
1930
Strategic Investment Advisors
Michigan
$313K +$306K +1,295 New
AMIM
1931
Aull & Monroe Investment Management
Alabama
$312K – – –
SIAG
1932
Safeguard Investment Advisory Group
California
$312K +$708 +3 +0.2%
EL
1933
Essex LLC
Illinois
$312K +$6.14K +26 +2%
NAMM
1934
NorthStar Asset Management (Massachusetts)
Massachusetts
$311K – – –
GIP
1935
Greatmark Investment Partners
Georgia
$311K – – –
CSIA
1936
Conrad Siegel Investment Advisors
Pennsylvania
$309K +$328K +1,391 New
AWM
1937
Abound Wealth Management
Tennessee
$309K +$302K +1,279 New
EW
1938
Emerson Wealth
Michigan
$306K – – –
NRI
1939
NFP Retirement Inc
California
$305K – – –
SC
1940
Schoolcraft Capital
Colorado
$304K +$708 +3 +0.2%
ABP
1941
Arthur B. Page
$302K -$11.8K -50 -4%
AWM
1942
Aprio Wealth Management
Georgia
$301K -$36.4K -154 -11%
SLG
1943
Stanley-Laman Group
Pennsylvania
$300K -$3.07K -13 -1%
PCS
1944
Personal CFO Solutions
New Jersey
$300K -$1.18K -5 -0.4%
RF
1945
Resolute Financial
Massachusetts
$299K +$292K +1,238 New
MAM
1946
MMA Asset Management
Pennsylvania
$298K -$4.01K -17 -1%
IWMA
1947
Ironwood Wealth Management (Arizona)
Arizona
$298K – – –
BWA
1948
Burt Wealth Advisors
Maryland
$296K -$75.5K -320 -21%
YWP
1949
YorkBridge Wealth Partners
New York
$296K -$22K -93 -7%
CRWM
1950
Castle Rock Wealth Management
California
$296K +$944 +4 +0.3%
76 77
78
79 80