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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1951
Tradition Wealth Management
Minnesota
$604K +$109K +492 +24%
EWA
1952
Evolution Wealth Advisors
Florida
$604K – – –
APIM
1953
Agate Pass Investment Management
Washington
$603K +$46.9K +212 +9%
SEP
1954
Southland Equity Partners
Missouri
$602K +$442 +2 +0.1%
AF
1955
Apollon Financial
South Carolina
$602K +$561K +2,536 New
PWC
1956
PYA Waltman Capital
Tennessee
$598K – – –
DWP
1957
Daymark Wealth Partners
Ohio
$598K – – –
RFA
1958
Register Financial Advisors
Georgia
$597K +$1.33K +6 +0.2%
HTIM
1959
Harbour Trust & Investment Management
Indiana
$596K +$555K +2,512 New
BWM
1960
Birchcreek Wealth Management
Ohio
$595K -$442 -2 -0.1%
CF
1961
Clarity Financial
Texas
$593K +$66.3K +300 +14%
JAFL
1962
Jay A. Fishman Ltd
Michigan
$593K – – –
CWA
1963
CM Wealth Advisors
Ohio
$592K – – –
WHG
1964
Westwood Holdings Group
Texas
$591K +$277K +1,252 +101%
AP
1965
Appleton Partners
Massachusetts
$590K +$10.8K +49 +2%
WIP
1966
WealthCare Investment Partners
Rhode Island
$590K -$26.8K -121 -5%
SIMG
1967
Sonora Investment Management Group
Arizona
$589K +$7.96K +36 +1%
RFP
1968
RCS Financial Planning
Maryland
$587K -$12.6K -57 -2%
PCA
1969
Providence Capital Advisors
North Carolina
$587K -$11.1K -50 -2%
MF
1970
Manchester Financial
California
$586K -$7.07K -32 -1%
LJAC
1971
L.J. Altfest & Co
New York
$585K +$33.8K +153 +7%
BCM
1972
Bienville Capital Management
New York
$584K – – –
FAG
1973
Financial Advisory Group
Texas
$584K – – –
MIOT
1974
Massachusetts Institute of Technology
Massachusetts
$582K +$543K +2,454 New
B
1975
BetterWealth
California
$581K +$310K +1,400 +133%
77 78
79
80 81