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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2026
Palumbo Wealth Management
New York
$529K +$8.62K +39 +2%
CP
2027
Capital Planning
Washington
$529K -$20.6K -93 -4%
MG
2028
MilWealth Group
Wisconsin
$528K – – –
NF
2029
Norwood Financial
Pennsylvania
$528K -$19.9K -90 -4%
4WM
2030
4J Wealth Management
Virginia
$527K -$12.4K -56 -2%
TWP
2031
Tower Wealth Partners
Pennsylvania
$527K – – –
MPW
2032
Melone Private Wealth
Michigan
$525K -$39.6K -179 -7%
FGG
2033
Financial Guidance Group
Florida
$524K – – –
SBF
2034
Sara-Bay Financial
Florida
$522K +$4.43M +20,061 +1,020%
HWM
2035
HighMark Wealth Management
Minnesota
$519K +$50.8K +230 +12%
BWM
2036
Brickley Wealth Management
California
$519K +$71.2K +322 +17%
SPW
2037
Sonoma Private Wealth
California
$519K – – –
KCM
2038
Kanawha Capital Management
Virginia
$517K +$8.62K +39 +2%
BWP
2039
Barlow Wealth Partners
Kentucky
$516K +$481K +2,175 New
AR
2040
Apeiron RIA
Texas
$515K -$95.3K -431 -17%
ANB
2041
Amarillo National Bank
Texas
$514K – – –
GIA
2042
GHP Investment Advisors
Colorado
$514K -$54.8K -248 -10%
TRIA
2043
Trail Ridge Investment Advisors
Colorado
$512K -$663 -3 -0.1%
BWM
2044
Baystate Wealth Management
Massachusetts
$512K +$43.8K +198 +10%
GFA
2045
Gallagher Fiduciary Advisors
Illinois
$510K -$67.6K -306 -12%
OIA
2046
Optimum Investment Advisors
Illinois
$510K – – –
PW
2047
Peninsula Wealth
California
$508K +$474K +2,143 New
WAG
2048
Wheelhouse Advisory Group
Missouri
$503K +$469K +2,121 New
CCA
2049
Clearwater Capital Advisors
Illinois
$503K +$2.21K +10 +0.5%
CCM
2050
Chilton Capital Management
Texas
$502K – – –
80 81
82
83 84