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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
2076
Heritage Trust
Oklahoma
$212K – – –
PCMF
2077
Private Capital Management (Florida)
Florida
$212K +$209K +930 New
CAG
2078
Curtis Advisory Group
California
$210K -$1.33M -5,914 -87%
FWIA
2079
Fort Washington Investment Advisors
Ohio
$210K +$207K +922 New
WA
2080
WP Advisors
California
$209K -$146K -649 -41%
LFA
2081
Legacy Financial Advisors
Kentucky
$209K -$4.27K -19 -2%
GBWM
2082
Granite Bay Wealth Management
New Hampshire
$209K – – –
SA
2083
SRH Advisors
Kansas
$208K +$5.17K +23 +3%
TCB
2084
Texas Capital Bancshares
Texas
$207K – – –
MCM
2085
Mengis Capital Management
Oregon
$204K – – –
SFPG
2086
Stonebridge Financial Planning Group
Florida
$204K – – –
WBG
2087
Wharton Business Group
Pennsylvania
$204K – – –
FPIS
2088
Financial Planning & Information Services
Wisconsin
$203K -$29.2K -130 -13%
MFC
2089
Mechanics Financial Corp
Ohio
$203K – – –
HBW
2090
Hazlett, Burt & Watson
West Virginia
$203K +$201K +893 New
CF
2091
Corrigan Financial
Rhode Island
$203K -$7.42K -33 -4%
CWM
2092
Cranbrook Wealth Management
Michigan
$202K -$19.3K -86 -9%
NIM
2093
Nicollet Investment Management
Minnesota
$201K -$12.8K -57 -6%
9WM
2094
9258 Wealth Management
Ohio
$200K +$198K +879 New
WWM
2095
Wolff Wiese Magana
California
$190K – – –
ASBI
2096
American State Bank (Iowa)
Iowa
$187K – – –
AIP
2097
Ameritas Investment Partners
Nebraska
$185K -$49K -218 -21%
POIA
2098
Pin Oak Investment Advisors
Texas
$177K – – –
CFB
2099
Cullen/Frost Bankers
Texas
$175K -$59.6K -265 -26%
LWP
2100
Lumature Wealth Partners
Georgia
$171K – – –
82 83
84
85 86