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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2026
Accelerate Investment Advisors
California
$1.13M -$844 -3 -0.1%
CMAI
2027
Capital Management Associates Inc
Minnesota
$1.12M -$986K -3,507 -49%
CFD
2028
Creative Financial Designs
Indiana
$1.12M +$36K +128 +4%
BCG
2029
Breakwater Capital Group
New Jersey
$1.12M -$10.1K -36 -1%
WIA
2030
Wealthedge Investment Advisors
New York
$1.12M +$153K +544 +17%
MAS
2031
MPWM Advisory Solutions
Georgia
$1.12M +$633K +2,250 +158%
CIM
2032
Corda Investment Management
Texas
$1.11M -$98.4K -350 -9%
SCA
2033
Sage Capital Advisors
South Dakota
$1.11M -$24.5K -87 -2%
ES
2034
Eagle Strategies
New York
$1.11M +$43.6K +155 +4%
PAM
2035
Peak Asset Management
Colorado
$1.1M +$88.9K +316 +10%
FSC
2036
Full Sail Capital
Oklahoma
$1.1M +$413K +1,467 +68%
CAAS
2037
Capital Asset Advisory Services
Michigan
$1.1M +$4.78K +17 +0.5%
F4L
2038
Fortune 45 LLC
Louisiana
$1.09M -$1.41K -5 -0.1%
CWMA
2039
Capstone Wealth Management (Alabama)
Alabama
$1.09M +$458K +1,629 +83%
PC
2040
Port Capital
Illinois
$1.09M +$29.3K +104 +3%
DWG
2041
Darden Wealth Group
Michigan
$1.09M -$17.2K -61 -2%
DKCM
2042
Davidson Kahn Capital Management
California
$1.09M +$244K +866 +32%
TCMP
2043
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.08M +$1M +3,569 New
MLA
2044
My Legacy Advisors
Oregon
$1.08M -$1.69K -6 -0.2%
LWMI
2045
Legacy Wealth Management (Idaho)
Idaho
$1.08M -$975K -3,467 -49%
LIS
2046
Legacy Investment Solutions
Idaho
$1.08M +$998K +3,548 New
TPWA
2047
Twin Peaks Wealth Advisors
California
$1.08M +$492K +1,751 +106%
RFA
2048
Reyes Financial Architecture
California
$1.08M – – –
AA
2049
Addison Advisors
Vermont
$1.08M +$351K +1,249 +55%
SWP
2050
Summit Wealth Partners
Florida
$1.08M +$9K +32 +0.9%
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