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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1926
Cypress Financial Planning
New Jersey
$346K +$14.6K +76 +4%
GFWA
1927
Grey Fox Wealth Advisors
Delaware
$345K +$348K +1,806 New
HFRG
1928
Houlihan Financial Resource Group
Virginia
$343K +$345K +1,792 New
WAM
1929
Weatherly Asset Management
California
$341K +$42K +218 +14%
SI
1930
SimpliFi Inc
California
$341K -$33.9K -176 -9%
1IA
1931
1834 Investment Advisors
Wisconsin
$340K +$9.25K +48 +3%
FA
1932
Fiduciary Alliance
South Carolina
$339K +$342K +1,774 New
CT
1933
Clearstead Trust
Maine
$339K +$193 +1 +0.1%
RCYC
1934
Richard C. Young & Co
Rhode Island
$338K +$1.73K +9 +0.5%
CHP
1935
Cable Hill Partners
Oregon
$338K +$41.4K +215 +14%
SDWIA
1936
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$338K +$20.6K +107 +6%
MKA
1937
M. Kulyk & Associates
Georgia
$338K -$62.6K -325 -16%
FC
1938
Fulcrum Capital
Washington
$336K – – –
HG
1939
Harbor Group
New Hampshire
$336K +$339K +1,758 New
EWM
1940
Executive Wealth Management
Michigan
$335K +$284K +1,474 +528%
RPCONE
1941
Retirement Planning Company of New England
Rhode Island
$335K – – –
SPW
1942
Sonoma Private Wealth
California
$335K +$337K +1,750 New
WG
1943
Welch Group
Alabama
$332K +$335K +1,738 New
DWM
1944
Darwin Wealth Management
Florida
$331K -$155K -806 -33%
C
1945
CEDRUS
Colorado
$331K +$25.4K +132 +8%
VPP
1946
Vertex Planning Partners
Illinois
$331K +$334K +1,732 New
TWM
1947
Tradition Wealth Management
Minnesota
$331K +$578 +3 +0.2%
JC
1948
JB Capital
Connecticut
$331K +$22.9K +119 +7%
MWM
1949
Maltin Wealth Management
New Jersey
$330K +$193 +1 +0.1%
RFP
1950
RCS Financial Planning
Maryland
$330K +$333K +1,727 New
76 77
78
79 80