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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
2026
MPWM Advisory Solutions
Georgia
$1.19M -$12.3K -39 -1%
WI
2027
Westbourne Investments
Virginia
$1.19M +$45.8K +145 +4%
TPA
2028
Trivium Point Advisory
Connecticut
$1.19M +$664K +2,103 +137%
GK
2029
Graney & King
New York
$1.18M +$32.2K +102 +3%
VFG
2030
V2 Financial group
Illinois
$1.18M +$94.8K +300 +9%
SM
2031
Sweeney & Michel
California
$1.18M -$50.9K -161 -4%
RWM
2032
Revisor Wealth Management
Ohio
$1.18M -$150K -475 -12%
CWMA
2033
Capstone Wealth Management (Alabama)
Alabama
$1.18M – – –
F4L
2034
Fortune 45 LLC
Louisiana
$1.18M -$632 -2 -0.1%
IPW
2035
Intergy Private Wealth
Colorado
$1.17M +$14.8K +47 +1%
PAM
2036
Peak Asset Management
Colorado
$1.17M -$18K -57 -2%
EP
2037
Edgestream Partners
New Jersey
$1.17M -$128K -404 -10%
PWP
2038
Perfromance Wealth Partners
Illinois
$1.17M -$114K -360 -9%
LA
2039
LVW Advisors
New York
$1.16M +$18K +57 +2%
GWA
2040
Gutierrez Wealth Advisory
Arkansas
$1.16M -$68.5K -217 -6%
RFA
2041
Reyes Financial Architecture
California
$1.16M – – –
LFS
2042
Lutz Financial Services
Nebraska
$1.16M – – –
TFM
2043
TFC Financial Management
Massachusetts
$1.16M +$230K +727 +26%
SWM
2044
Stockman Wealth Management
Montana
$1.16M +$16.7K +53 +2%
SFG
2045
Sunburst Financial Group
Alabama
$1.15M -$268K -848 -19%
PC
2046
Port Capital
Illinois
$1.15M -$31.6K -100 -3%
RCM
2047
Radnor Capital Management
Pennsylvania
$1.13M +$316 +1 +0%
FCC
2048
Flower City Capital
New York
$1.13M – – –
SWP
2049
Summit Wealth Partners
Florida
$1.13M -$27.8K -88 -2%
HWMO
2050
Heritage Wealth Management (Ohio)
Ohio
$1.13M – – –
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