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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
2026
Donor Advised Charitable Giving
California
$613K – – –
DAM
2027
Delta Asset Management
Tennessee
$612K -$206K -832 -26%
VWM
2028
Venturi Wealth Management
Texas
$611K +$4.45K +18 +0.8%
RWA
2029
Redhawk Wealth Advisors
Minnesota
$610K -$264K -1,066 -31%
HWM
2030
HighMark Wealth Management
Minnesota
$609K +$38.1K +154 +7%
IVP
2031
Intrinsic Value Partners
Arizona
$608K -$3.22K -13 -0.6%
AWC
2032
Adamsbrown Wealth Consultants
Kansas
$606K – – –
TBWA
2033
Three Bridge Wealth Advisors
California
$605K – – –
QIM
2034
Quest Investment Management
Oregon
$604K – – –
WIP
2035
WealthCare Investment Partners
Rhode Island
$601K -$44.8K -181 -7%
PWM
2036
Palumbo Wealth Management
New York
$601K +$19.8K +80 +4%
USWIA
2037
UP Strategic Wealth Investment Advisors
Pennsylvania
$600K -$20K -81 -3%
VC
2038
Veracity Capital
Georgia
$598K +$1.48K +6 +0.3%
FM
2039
Foster & Motley
Ohio
$596K +$8.91K +36 +2%
FSWA
2040
Financial Synergies Wealth Advisors
Texas
$594K -$83.1K -336 -13%
PRS
2041
Pinkerton Retirement Specialists
Idaho
$593K -$38.3K -155 -6%
PFA
2042
Petra Financial Advisors
Colorado
$591K – – –
BP
2043
Broadleaf Partners
Ohio
$590K +$65.1K +263 +13%
MIM
2044
Marco Investment Management
Georgia
$588K +$158K +637 +39%
FPF
2045
First Pacific Financial
Washington
$587K -$22.3K -90 -4%
MCA
2046
MSH Capital Advisors
Arizona
$587K +$84.1K +340 +18%
BCCM
2047
Bridge Creek Capital Management
Massachusetts
$585K -$8.66K -35 -2%
OHIS
2048
Oak Harvest Investment Services
Texas
$582K +$130K +524 +31%
SWA
2049
Strata Wealth Advisors
Texas
$579K +$37.6K +152 +7%
AA
2050
Apriem Advisors
California
$578K -$48K -194 -8%
80 81
82
83 84