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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
2026
Welch Group
Alabama
$1.71M +$9.3K +26 +0.6%
JAG
2027
Journey Advisory Group
Kentucky
$1.71M -$4.29K -12 -0.3%
EFG
2028
Everest Financial Group
Minnesota
$1.71M +$139K +390 +9%
AP
2029
Americana Partners
Texas
$1.71M +$240K +671 +17%
RTC
2030
Riverview Trust Company
Washington
$1.7M – – –
1L
2031
10Elms LLP
Oklahoma
$1.7M -$3.93K -11 -0.2%
1W
2032
1776 Wealth
Georgia
$1.7M -$186K -519 -10%
MIM
2033
Macroview Investment Management
Maryland
$1.7M +$25.7K +72 +2%
CFP
2034
Curran Financial Partners
South Carolina
$1.7M +$4.65K +13 +0.3%
NQWM
2035
Northwest Quadrant Wealth Management
Oregon
$1.7M +$32.5K +91 +2%
GWSA
2036
Global Wealth Strategies & Associates
Colorado
$1.69M +$1.21M +3,382 +283%
KFI
2037
Key Financial Inc
Pennsylvania
$1.69M – – –
MAC
2038
Mason & Associates (California)
California
$1.69M -$565K -1,580 -26%
KHCM
2039
Kirtland Hills Capital Management
Ohio
$1.69M +$358 +1 +0%
LSL
2040
Legacy Solutions LLC
Pennsylvania
$1.69M +$1.63M +4,572 New
RCM
2041
Regency Capital Management
Hawaii
$1.69M +$120K +336 +8%
PMWMG
2042
Parr McKnight Wealth Management Group
Minnesota
$1.69M +$268K +750 +20%
WCAMG
2043
Woodard & Company Asset Management Group
North Carolina
$1.69M +$21.5K +60 +1%
DT
2044
DV Trading
Illinois
$1.69M -$695K -1,943 -30%
PFA
2045
Pathway Financial Advisors
Vermont
$1.69M -$10K -28 -0.6%
HFS
2046
Hopwood Financial Services
Virginia
$1.68M -$4.29K -12 -0.3%
SCM
2047
Stordahl Capital Management
Colorado
$1.68M -$14.3K -40 -0.9%
VA
2048
Vident Advisory
Georgia
$1.68M +$19.7K +55 +1%
SWM
2049
Sentinel Wealth Management
Virginia
$1.67M – – –
AW
2050
Alchemi Wealth
Connecticut
$1.67M +$677K +1,892 +72%
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