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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
1926
Ted Buchan & Co
California
$1.64M – – –
OCPWS
1927
One Charles Private Wealth Services
Massachusetts
$1.64M -$181K -540 -10%
1W
1928
1776 Wealth
Georgia
$1.64M -$2.01K -6 -0.1%
PPA
1929
Pacific Point Advisors
California
$1.64M +$1.39M +4,131 +426%
RWM
1930
Revisor Wealth Management
Ohio
$1.64M -$104K -311 -6%
DI
1931
Disciplined Investors
Texas
$1.63M +$319K +951 +23%
HH
1932
HWG Holdings
Texas
$1.63M – – –
HC
1933
Hourglass Capital
Texas
$1.62M – – –
BWFA
1934
Baltimore-Washington Financial Advisors
Maryland
$1.62M +$172K +514 +11%
SW
1935
Solidarity Wealth
Utah
$1.62M +$124K +369 +8%
BP
1936
BCK Partners
New York
$1.62M -$25.2K -75 -1%
PIM
1937
Penobscot Investment Management
Massachusetts
$1.62M -$178K -530 -10%
SFG
1938
SageGuard Financial Group
Tennessee
$1.62M +$31.9K +95 +2%
LBC
1939
Lane Brothers & Co
Arizona
$1.61M – – –
IIM
1940
IFC & Insurance Marketing
California
$1.61M +$931K +2,775 +123%
PWP
1941
Pursue Wealth Partners
California
$1.61M +$336 +1 +0%
CF
1942
Claris Financial
Virginia
$1.61M – – –
GWM
1943
Grand Wealth Management
Michigan
$1.61M +$11.4K +34 +0.7%
SIS
1944
Sound Income Strategies
Florida
$1.61M -$1.43M -4,274 -46%
MMCM
1945
Murphy & Mullick Capital Management
New York
$1.61M +$367K +1,093 +28%
KHCM
1946
Kirtland Hills Capital Management
Ohio
$1.6M +$246K +733 +19%
AA
1947
AF Advisors
California
$1.6M -$51.3K -153 -3%
SP
1948
SmartHarvest Portfolios
Washington
$1.6M +$102K +304 +6%
VFP
1949
Vilga Financial Planning
New Jersey
$1.6M +$6.38K +19 +0.4%
HWA
1950
HHM Wealth Advisors
Tennessee
$1.6M -$11.1K -33 -0.7%
76 77
78
79 80