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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2026
Brickley Wealth Management
California
$237K -$4.27K -19 -2%
DA
2027
Detalus Advisors
Missouri
$237K – – –
TWM
2028
Trinity Wealth Management
Pennsylvania
$237K – – –
PW
2029
Peninsula Wealth
California
$237K +$225 +1 +0.1%
LA
2030
Lifeworks Advisors
Michigan
$237K +$2.92K +13 +1%
BCP
2031
Blackhawk Capital Partners
Wisconsin
$236K – – –
SAS
2032
Sage Advisory Services
Texas
$236K – – –
BIA
2033
Barry Investment Advisors
Massachusetts
$236K +$225 +1 +0.1%
JF
2034
JSF Financial
California
$236K +$11.5K +51 +5%
TFA
2035
Teamwork Financial Advisors
Texas
$235K -$24.3K -108 -9%
RE
2036
RBC Europe
United Kingdom
$234K – – –
UF
2037
Univest Financial
Pennsylvania
$234K +$10.1K +45 +5%
SAM
2038
Strategy Asset Managers
California
$234K +$231K +1,029 New
EGA
2039
Eagle Global Advisors
Texas
$233K – – –
ESB
2040
Essex Savings Bank
Connecticut
$232K -$7.87K -35 -3%
FAM
2041
Flaharty Asset Management
Florida
$232K – – –
LI
2042
LVZ Inc
Michigan
$232K – – –
1W
2043
1776 Wealth
Georgia
$232K +$229K +1,017 New
FIM
2044
Fruth Investment Management
Texas
$232K +$229K +1,020 New
MSFP
2045
Mark Sheptoff Financial Planning
Connecticut
$231K – – –
HFA
2046
High Falls Advisors
New York
$231K +$20.2K +90 +10%
MA
2047
MKT Advisors
California
$231K +$262K +1,163 New
HBT
2048
Hills Bank & Trust
Iowa
$230K +$14.6K +65 +7%
GLA
2049
Great Lakes Advisors
Illinois
$229K +$675 +3 +0.3%
AFC
2050
Adaptive Financial Consulting
Ohio
$229K +$226K +1,006 New
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