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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2051
Prosperity Planning
Missouri
$978K -$36K -124 -3%
CFD
2052
Creative Financial Designs
Indiana
$977K -$138K -474 -12%
ACM
2053
Advance Capital Management
Michigan
$977K -$291 -1 -0%
GWM
2054
GDS Wealth Management
Texas
$974K -$158K -544 -13%
RFA
2055
Reyes Financial Architecture
California
$973K -$11.6K -40 -1%
LFS
2056
Lutz Financial Services
Nebraska
$972K – – –
EFG
2057
Elm3 Financial Group
Georgia
$971K +$758K +2,609 +282%
T
2058
Tidemark
California
$970K -$106K -365 -9%
SRWM
2059
Shira Ridge Wealth Management
California
$969K +$5.23K +18 +0.5%
MLA
2060
My Legacy Advisors
Oregon
$964K +$1.74K +6 +0.2%
SWP
2061
Summit Wealth Partners
Florida
$964K -$53.5K -184 -5%
SCM
2062
Spreng Capital Management
Ohio
$963K -$17.1K -59 -2%
TWM
2063
Trinity Wealth Management
Pennsylvania
$962K +$135K +463 +15%
AA
2064
Aire Advisors
California
$959K – – –
ES
2065
Eagle Strategies
New York
$958K +$35.4K +122 +4%
PC
2066
Port Capital
Illinois
$958K – – –
WI
2067
Westbourne Investments
Virginia
$957K -$29.1K -100 -3%
CWA
2068
Cornerstone Wealth Advisors
Minnesota
$956K -$58.1K -200 -5%
HW
2069
Hancock Whitney
Mississippi
$954K – – –
SIC
2070
Sage Investment Counsel
Tennessee
$950K -$77.6K -267 -7%
FCC
2071
Flower City Capital
New York
$946K – – –
RCM
2072
Radnor Capital Management
Pennsylvania
$945K -$12.8K -44 -1%
GRA
2073
Golden Road Advisors
Florida
$944K -$341K -1,174 -25%
FSWA
2074
Financial Synergies Wealth Advisors
Texas
$943K +$438K +1,509 +78%
SHF
2075
Stage Harbor Financial
Massachusetts
$943K +$558K +1,919 +127%
81 82
83
84 85