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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2026
TritonPoint Wealth
Maryland
$1.44M -$1.43M -4,267 -49%
TPWM
2027
Twelve Points Wealth Management
Massachusetts
$1.44M -$71.1K -212 -5%
MCWS
2028
McKinley Carter Wealth Services
West Virginia
$1.44M -$117K -350 -7%
ISFAN
2029
Investor's Fiduciary Advisor Network
Washington
$1.44M +$17.8K +53 +1%
PC
2030
Prairiewood Capital
North Dakota
$1.44M +$348K +1,036 +30%
VA
2031
Vident Advisory
Georgia
$1.44M -$17.8K -53 -1%
GFWA
2032
Grey Fox Wealth Advisors
Delaware
$1.43M +$972K +2,897 +186%
SFS
2033
Summit Financial Strategies
Ohio
$1.43M -$216K -643 -13%
HHAA
2034
Henry H. Armstrong Associates
Pennsylvania
$1.43M – – –
IPW
2035
Intergy Private Wealth
Colorado
$1.42M +$9.39K +28 +0.6%
EL
2036
EQ LLC
Washington
$1.42M – – –
VFP
2037
Vested Financial Planning
California
$1.42M – – –
MWPCG
2038
Measured Wealth Private Client Group
New Hampshire
$1.42M -$5.03K -15 -0.3%
JC
2039
JB Capital
Connecticut
$1.42M +$27.8K +83 +2%
BA
2040
Brightwater Advisory
Florida
$1.41M – – –
CCP
2041
Carmel Capital Partners
California
$1.41M +$171K +509 +13%
MCM
2042
Mattern Capital Management
Colorado
$1.41M – – –
FFG
2043
Frisch Financial Group
New York
$1.4M -$10.4K -31 -0.7%
BKA
2044
Brick & Kyle Associates
Pennsylvania
$1.4M -$138K -412 -9%
BFA
2045
Bill Few Associates
Pennsylvania
$1.4M -$36.6K -109 -2%
SFS
2046
Sunrise Financial Services
Washington
$1.4M -$3.67M -10,938 -72%
FAN
2047
Financial Advisors Network
California
$1.4M +$22.8K +68 +2%
KWMG
2048
King Wealth Management Group
Florida
$1.39M +$4.7K +14 +0.3%
FTC
2049
Farmers Trust Company
Ohio
$1.39M – – –
CWP
2050
Curated Wealth Partners
California
$1.38M +$671 +2 +0%
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82
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