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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
2026
Parker Financial
Washington
$332K – – –
RF
2027
Rollins Financial
Georgia
$332K – – –
NRW
2028
Nova R Wealth
Kansas
$331K +$14.6K +66 +4%
MBT
2029
Montecito Bank & Trust
California
$330K +$47.6K +215 +16%
LAM
2030
LifePro Asset Management
California
$330K +$344K +1,555 New
TCOO
2031
Trust Company of Oklahoma
Oklahoma
$329K – – –
FA
2032
Fiducient Advisors
Illinois
$328K -$133K -601 -28%
TSWM
2033
Triangle Securities Wealth Management
North Carolina
$326K -$142K -640 -29%
TFA
2034
Tobias Financial Advisors
Florida
$326K +$13.7K +62 +4%
PCMU
2035
Paragon Capital Management (Utah)
Utah
$325K -$1.33K -6 -0.4%
B
2036
Bensler
Washington
$325K -$8.85K -40 -3%
CBT
2037
CoreFirst Bank & Trust
Kansas
$325K – – –
FFWM
2038
Future Financial Wealth Management
Ohio
$325K – – –
MCA
2039
MSH Capital Advisors
Arizona
$324K -$4.87K -22 -1%
RWM
2040
RKL Wealth Management
Pennsylvania
$324K +$33.2K +150 +11%
SIAG
2041
Safeguard Investment Advisory Group
California
$324K -$90.1K -407 -21%
MKC
2042
M. Kraus & Co
Vermont
$324K +$338K +1,525 New
MCP
2043
Mirador Capital Partners
California
$322K -$53.6K -242 -14%
OFA
2044
Onyx Financial Advisors
Idaho
$322K – – –
IA
2045
Inspire Advisors
Idaho
$322K +$27.2K +123 +9%
QPWM
2046
Quadrant Private Wealth Management
Pennsylvania
$320K – – –
SPFA
2047
Summit Place Financial Advisors
New Jersey
$320K +$14.8K +67 +5%
CFO
2048
Collective Family Office
Pennsylvania
$319K -$11.1K -50 -3%
GHA
2049
GW Henssler & Associates
Georgia
$318K +$331K +1,496 New
AMIM
2050
Aull & Monroe Investment Management
Alabama
$317K -$44.3K -200 -12%
80 81
82
83 84