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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
2026
Institute for Wealth Management
Colorado
$1.73M -$110K -309 -6%
SWM
2027
Sherman Wealth Management
Maryland
$1.73M +$3.93K +11 +0.2%
VIM
2028
Vista Investment Management
Pennsylvania
$1.72M -$4.29K -12 -0.3%
BWM
2029
BigSur Wealth Management
Florida
$1.72M – – –
BLC
2030
Brown, Lisle/Cummings
Rhode Island
$1.72M -$38.6K -108 -2%
MA
2031
MW Advisory
Georgia
$1.72M +$1.66M +4,648 New
JAA
2032
Joel Adams & Associates
North Carolina
$1.72M +$23.2K +65 +1%
EA
2033
Everpar Advisors
Oklahoma
$1.72M -$12.5K -35 -0.7%
EL
2034
EWA LLC
Pennsylvania
$1.72M +$391K +1,094 +31%
KAS
2035
KPP Advisory Services
Kentucky
$1.72M -$715 -2 -0%
JMNC
2036
J. Mark Nickell & Co
Tennessee
$1.72M -$68.7K -192 -4%
FFS
2037
Flavin Financial Services
Florida
$1.71M -$59.4K -166 -3%
WG
2038
Welch Group
Alabama
$1.71M +$9.3K +26 +0.6%
JAG
2039
Journey Advisory Group
Kentucky
$1.71M -$4.29K -12 -0.3%
EFG
2040
Everest Financial Group
Minnesota
$1.71M +$139K +390 +9%
AP
2041
Americana Partners
Texas
$1.71M +$240K +671 +17%
RTC
2042
Riverview Trust Company
Washington
$1.7M – – –
1L
2043
10Elms LLP
Oklahoma
$1.7M -$3.93K -11 -0.2%
1W
2044
1776 Wealth
Georgia
$1.7M -$186K -519 -10%
MIM
2045
Macroview Investment Management
Maryland
$1.7M +$25.7K +72 +2%
CFP
2046
Curran Financial Partners
South Carolina
$1.7M +$4.65K +13 +0.3%
NQWM
2047
Northwest Quadrant Wealth Management
Oregon
$1.7M +$32.5K +91 +2%
GWSA
2048
Global Wealth Strategies & Associates
Colorado
$1.69M +$1.21M +3,382 +283%
KFI
2049
Key Financial Inc
Pennsylvania
$1.69M – – –
MAC
2050
Mason & Associates (California)
California
$1.69M -$565K -1,580 -26%
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