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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
2051
RCS Financial Planning
Maryland
$629K -$33.6K -130 -5%
HWM
2052
HighMark Wealth Management
Minnesota
$627K – – –
MIC
2053
Meridian Investment Counsel
California
$625K +$104K +400 +21%
AWC
2054
Adamsbrown Wealth Consultants
Kansas
$624K – – –
MF
2055
Manchester Financial
California
$622K -$37K -143 -6%
QIM
2056
Quest Investment Management
Oregon
$621K – – –
BAM
2057
Bellevue Asset Management
Washington
$620K -$12.7K -49 -2%
HCP
2058
Holt Capital Partners
Texas
$619K -$81.5K -315 -12%
MCIA
2059
Mountain Capital Investment Advisors
Colorado
$617K +$362K +1,397 +168%
PCA
2060
Providence Capital Advisors
North Carolina
$614K -$24.6K -95 -4%
HIA
2061
Harvest Investment Advisors
Florida
$614K +$594K +2,295 New
FM
2062
Foster & Motley
Ohio
$613K – – –
SFG
2063
Sovereign Financial Group
Connecticut
$613K -$319K -1,234 -35%
FSWA
2064
Financial Synergies Wealth Advisors
Texas
$612K +$259 +1 +0%
PRS
2065
Pinkerton Retirement Specialists
Idaho
$611K +$518 +2 +0.1%
CPBTD
2066
Central Pacific Bank - Trust Division
Hawaii
$610K +$127K +489 +27%
PFA
2067
Petra Financial Advisors
Colorado
$608K – – –
BWP
2068
Barlow Wealth Partners
Kentucky
$606K – – –
MIM
2069
Marco Investment Management
Georgia
$606K – – –
CPC
2070
Consolidated Planning Corp
Georgia
$605K -$61.3K -237 -9%
MAS
2071
Meeder Advisory Services
Ohio
$605K +$585K +2,260 New
BCCM
2072
Bridge Creek Capital Management
Massachusetts
$602K – – –
PWM
2073
Palumbo Wealth Management
New York
$602K -$15.8K -61 -3%
BWP
2074
Baldwin Wealth Partners
Massachusetts
$601K +$43.5K +168 +8%
FPF
2075
First Pacific Financial
Washington
$600K -$3.88K -15 -0.7%
81 82
83
84 85