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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2076
Cidel Asset Management
Ontario, Canada
$1.61M -$143K -400 -8%
OBWA
2077
Oak Barrel Wealth Advisory
Virginia
$1.61M +$1.55M +4,340 New
AFA
2078
Allium Financial Advisors
Oregon
$1.61M -$58.3K -163 -4%
GSWM
2079
Golden State Wealth Management
California
$1.61M +$70.4K +197 +5%
KWMG
2080
King Wealth Management Group
Florida
$1.6M -$6.08K -17 -0.4%
FAN
2081
Financial Advisors Network
California
$1.6M -$10.7K -30 -0.7%
KCM
2082
Key Capital Management
Tennessee
$1.6M -$144K -404 -9%
CWP
2083
Curated Wealth Partners
California
$1.6M +$1.07K +3 +0.1%
CFA
2084
Churchill Financial Advisors
Kentucky
$1.6M – – –
FWM
2085
Focused Wealth Management
New York
$1.6M +$1.07K +3 +0.1%
CCP
2086
Carmel Capital Partners
California
$1.6M -$28.6K -80 -2%
RF
2087
Robinswood Financial
Washington
$1.59M -$98K -274 -6%
CSW
2088
Cogent Strategic Wealth
Illinois
$1.59M – – –
TCM
2089
Triumph Capital Management
Colorado
$1.59M -$945K -2,643 -38%
WETS
2090
Wealth Enhancement Trust Services
South Dakota
$1.58M +$431K +1,205 +39%
GIA
2091
GHP Investment Advisors
Colorado
$1.58M +$126K +353 +9%
CB
2092
Chris Bulman
California
$1.58M +$278K +778 +22%
ACM
2093
Aspen Capital Management
Idaho
$1.58M +$13.2K +37 +0.9%
AFAS
2094
Acorn Financial Advisory Services
Virginia
$1.58M +$36.1K +101 +2%
JWM
2095
Jeppson Wealth Management
California
$1.58M -$17.2K -48 -1%
OWA
2096
OakTrust Wealth Advisors
Connecticut
$1.58M +$3.93K +11 +0.3%
SFG
2097
Sunburst Financial Group
Alabama
$1.58M -$4.65K -13 -0.3%
GFPC
2098
Global Financial Private Client
Florida
$1.57M +$43.3K +121 +3%
TFA
2099
Transamerica Financial Advisors
Florida
$1.57M +$1.46M +4,081 +2,488%
VR
2100
Vision Retirement
New Jersey
$1.57M +$104K +291 +7%
82 83
84
85 86