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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
2076
Conrad Siegel Investment Advisors
Pennsylvania
$1.63M +$608K +1,700 +63%
AFC
2077
Avise Financial Cooperative
California
$1.63M +$291K +813 +23%
VFP
2078
Vested Financial Planning
California
$1.63M -$6.44K -18 -0.4%
FI
2079
FWG Investments
Kentucky
$1.63M +$478K +1,337 +44%
MCWS
2080
McKinley Carter Wealth Services
West Virginia
$1.62M -$34.3K -96 -2%
PCMNC
2081
Piedmont Capital Management (North Carolina)
North Carolina
$1.62M +$37.5K +105 +2%
EPW
2082
Endeavor Private Wealth
Kansas
$1.62M -$396K -1,108 -20%
CFP
2083
Cypress Financial Planning
New Jersey
$1.62M +$843K +2,358 +117%
BI
2084
Berkeley Inc
Idaho
$1.62M -$51.5K -144 -3%
SFS
2085
Summit Financial Strategies
Ohio
$1.62M -$30.4K -85 -2%
RW
2086
Ridgeline Wealth
Arizona
$1.62M +$362K +1,012 +30%
TSW
2087
Thompson Siegel & Walmsley
Virginia
$1.61M +$62.6K +175 +4%
CAM
2088
Cidel Asset Management
Ontario, Canada
$1.61M -$143K -400 -8%
OBWA
2089
Oak Barrel Wealth Advisory
Virginia
$1.61M +$1.55M +4,340 New
AFA
2090
Allium Financial Advisors
Oregon
$1.61M -$58.3K -163 -4%
GSWM
2091
Golden State Wealth Management
California
$1.61M +$70.4K +197 +5%
KWMG
2092
King Wealth Management Group
Florida
$1.6M -$6.08K -17 -0.4%
FAN
2093
Financial Advisors Network
California
$1.6M -$10.7K -30 -0.7%
KCM
2094
Key Capital Management
Tennessee
$1.6M -$144K -404 -9%
CWP
2095
Curated Wealth Partners
California
$1.6M +$1.07K +3 +0.1%
CFA
2096
Churchill Financial Advisors
Kentucky
$1.6M – – –
FWM
2097
Focused Wealth Management
New York
$1.6M +$1.07K +3 +0.1%
CCP
2098
Carmel Capital Partners
California
$1.6M -$28.6K -80 -2%
RF
2099
Robinswood Financial
Washington
$1.59M -$98K -274 -6%
CSW
2100
Cogent Strategic Wealth
Illinois
$1.59M – – –
82 83
84
85 86