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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1951
Powerhouse Assets
Massachusetts
$1.7M +$1.68M +5,063 New
HC
1952
Hourglass Capital
Texas
$1.7M – – –
CCG
1953
Cypress Capital Group
Florida
$1.7M -$175K -525 -9%
HW
1954
Hamilton Wealth
California
$1.69M -$37.6K -113 -2%
LBC
1955
Lane Brothers & Co
Arizona
$1.69M +$1.67M +5,034 New
WG
1956
Wellington Group
Indiana
$1.69M +$1.67M +5,032 New
HWA
1957
HHM Wealth Advisors
Tennessee
$1.69M +$56.9K +171 +4%
PWP
1958
Pursue Wealth Partners
California
$1.68M +$665 +2 +0%
CF
1959
Claris Financial
Virginia
$1.68M +$1.05M +3,145 +168%
LFS
1960
Littlejohn Financial Services
Oregon
$1.68M -$75.8K -228 -4%
CFD
1961
Creative Financial Designs
Indiana
$1.68M +$539K +1,619 +48%
MWA
1962
Meridian Wealth Advisors
Texas
$1.68M +$66.9K +201 +4%
FEG
1963
Fund Evaluation Group
Ohio
$1.68M +$181K +545 +12%
AF
1964
AtlasMark Financial
Texas
$1.68M – – –
FFA
1965
First Foundation Advisors
California
$1.67M -$115K -346 -6%
SI
1966
SimpliFi Inc
California
$1.67M -$74.2K -223 -4%
VFP
1967
Vilga Financial Planning
New Jersey
$1.67M +$1.66M +4,975 New
GWM
1968
Grand Wealth Management
Michigan
$1.67M +$67.2K +202 +4%
CWI
1969
Conscious Wealth Investments
Florida
$1.66M +$183K +549 +12%
CWM
1970
Chesapeake Wealth Management
Virginia
$1.66M +$304K +914 +23%
SFG
1971
SageGuard Financial Group
Tennessee
$1.66M +$1.65M +4,950 New
CGFA
1972
Colton Groome Financial Advisors
North Carolina
$1.66M – – –
CBA
1973
Coastal Bridge Advisors
Connecticut
$1.66M +$305K +917 +23%
TPA
1974
Trivium Point Advisory
Connecticut
$1.65M +$433K +1,301 +36%
OBWA
1975
Oak Barrel Wealth Advisory
Virginia
$1.65M +$1.63M +4,914 New
77 78
79
80 81