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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1951
West Michigan Advisors
Michigan
$698K +$665K +2,687 New
SVWG
1952
Shared Vision Wealth Group
United States
$697K – – –
EW
1953
Element Wealth
Mississippi
$693K -$7.17K -29 -1%
SWM
1954
Soundmark Wealth Management
Washington
$692K +$8.91K +36 +1%
CFGA
1955
Cambridge Financial Group (Arizona)
Arizona
$689K – – –
LT
1956
Legacy Trust
Michigan
$687K – – –
HCM
1957
Highlander Capital Management
New Jersey
$685K – – –
EWM
1958
Elmwood Wealth Management
California
$685K +$652K +2,636 New
GCA
1959
Greenwood Capital Associates
South Carolina
$685K – – –
WF
1960
Warner Financial
Maryland
$685K +$69.3K +280 +12%
AWA
1961
Alaska Wealth Advisors
Alaska
$685K -$29.7K -120 -4%
HCP
1962
Holt Capital Partners
Texas
$684K +$77.9K +315 +14%
RFA
1963
Register Financial Advisors
Georgia
$683K +$27.5K +111 +4%
CJH
1964
Christopher J. Hasenberg
Wisconsin
$681K – – –
IWMA
1965
Ironwood Wealth Management (Arizona)
Arizona
$680K +$490K +1,982 +313%
FFO
1966
Fiduciary Family Office
Florida
$680K – – –
DDC
1967
DF Dent & Co
Maryland
$680K – – –
SBF
1968
Sara-Bay Financial
Florida
$678K -$4.8M -19,417 -88%
WLPWM
1969
Walled Lake Planning & Wealth Management
Illinois
$678K +$58.9K +238 +10%
MWM
1970
Marietta Wealth Management
Georgia
$677K -$27K -109 -4%
MBTD
1971
Mechanics Bank - Trust Department
California
$676K – – –
PSCM
1972
Per Stirling Capital Management
Texas
$675K +$320K +1,292 +99%
DAM
1973
Derbend Asset Management
Georgia
$675K +$990 +4 +0.2%
AMCA
1974
Arthur M. Cohen & Associates
Illinois
$675K +$2.23K +9 +0.3%
DWP
1975
Daymark Wealth Partners
Ohio
$671K +$15.8K +64 +3%
77 78
79
80 81