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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
2051
Southland Equity Partners
Missouri
$719K +$1.36K +5 +0.2%
DAM
2052
Delta Asset Management
Tennessee
$716K – – –
RA
2053
Riversedge Advisors
Delaware
$715K +$1.36K +5 +0.2%
MI
2054
Moneywise Inc
Virginia
$714K +$688K +2,523 New
PCA
2055
Providence Capital Advisors
North Carolina
$709K +$56.5K +207 +9%
CWA
2056
CM Wealth Advisors
Ohio
$709K – – –
JAFL
2057
Jay A. Fishman Ltd
Michigan
$708K – – –
IPA
2058
Investment Planning Advisors
Georgia
$707K – – –
TI
2059
Trexquant Investment
Connecticut
$706K -$435K -1,595 -39%
WN
2060
Williams & Novak
California
$706K -$72K -264 -10%
RA
2061
Ruggaard & Associates
Ohio
$703K +$7.91K +29 +1%
SBF
2062
Sara-Bay Financial
Florida
$700K -$72.8K -267 -10%
BCM
2063
Bienville Capital Management
New York
$700K – – –
UWPG
2064
Ullmann Wealth Partners Group
Florida
$699K +$546 +2 +0.1%
GWWM
2065
Great Waters Wealth Management
Minnesota
$698K -$5.73K -21 -0.8%
FCT
2066
First Community Trust
Iowa
$697K – – –
DA
2067
Detalus Advisors
Missouri
$697K -$4.91K -18 -0.7%
PWA
2068
Prairie Wealth Advisors
Nebraska
$695K – – –
SEM
2069
Strategic Equity Management
Arizona
$692K +$667K +2,444 New
HWM
2070
HighMark Wealth Management
Minnesota
$688K +$23.2K +85 +4%
TWM
2071
Trinity Wealth Management
Pennsylvania
$687K +$354K +1,297 +115%
SWA
2072
SFMG Wealth Advisors
Texas
$687K -$9K -33 -1%
VWM
2073
Venturi Wealth Management
Texas
$686K -$37.4K -137 -5%
CWP
2074
Curated Wealth Partners
California
$686K -$115K -420 -15%
CWM
2075
Certus Wealth Management
California
$682K -$184K -675 -22%
81 82
83
84 85