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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
2026
High Falls Advisors
New York
$272K +$274K +1,424 New
NRW
2027
Nova R Wealth
Kansas
$272K +$274K +1,420 New
HA
2028
Hofer & Associates
California
$271K -$137K -710 -33%
TGAM
2029
TBH Global Asset Management
Tennessee
$271K -$42K -218 -13%
EC
2030
EdgeRock Capital
Colorado
$271K -$23.5K -122 -8%
DWM
2031
Dopkins Wealth Management
New York
$270K – – –
HHGA
2032
Halbert Hargrove Global Advisors
California
$269K +$771 +4 +0.3%
WBC
2033
West Branch Capital
Massachusetts
$269K +$964 +5 +0.4%
SPWM
2034
Spartan Planning & Wealth Management
North Carolina
$269K +$82.5K +428 +44%
HS
2035
Horan Securities
United States
$268K +$46.1K +239 +21%
FA
2036
Financial Advisors
Massachusetts
$268K +$1.16K +6 +0.4%
GWSA
2037
Global Wealth Strategies & Associates
Colorado
$267K +$269K +1,397 New
GM
2038
GeoWealth Management
Illinois
$267K -$557K -2,892 -67%
LWA
2039
LWS Wealth Advisors
New Jersey
$266K -$1.16K -6 -0.4%
GG
2040
Greenwood Gearhart
Arkansas
$266K -$39.5K -205 -13%
SC
2041
Schiavi & Co
Delaware
$266K – – –
IA
2042
Inspire Advisors
Idaho
$266K -$35.1K -182 -12%
DS
2043
DRW Securities
Illinois
$263K – – –
OWA
2044
One Wealth Advisors
California
$263K +$3.85K +20 +1%
CAM
2045
Carret Asset Management
New York
$262K -$16.2K -84 -6%
SPWM
2046
Straight Path Wealth Management
Michigan
$260K +$262K +1,362 New
FWP
2047
Firethorn Wealth Partners
Georgia
$260K – – –
FAN
2048
Financial Advisors Network
California
$260K -$51.3K -266 -16%
CWM
2049
Concentrum Wealth Management
California
$259K -$193 -1 -0.1%
RWM
2050
Ruedi Wealth Management
Illinois
$259K +$152K +787 New
80 81
82
83 84