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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2076
Catalina Capital Group
California
$548K +$16.1K +65 +3%
ERIM
2077
Eagle Ridge Investment Management
Connecticut
$547K +$19.8K +80 +4%
BEW
2078
Burton Enright Welch
California
$546K -$742 -3 -0.1%
GFA
2079
Gallagher Fiduciary Advisors
Illinois
$545K -$13.9K -56 -3%
PIWA
2080
Prevail Innovative Wealth Advisors
Kansas
$543K -$44.8K -181 -8%
TPWA
2081
Twin Peaks Wealth Advisors
California
$541K -$287K -1,159 -36%
RWPA
2082
Richard W. Paul & Associates
Michigan
$541K – – –
LCGC
2083
Legacy Capital Group California
California
$540K +$22.3K +90 +5%
BWP
2084
Baldwin Wealth Partners
Massachusetts
$540K +$428K +1,729 +495%
CGFA
2085
Colton Groome Financial Advisors
North Carolina
$539K +$40.1K +162 +8%
CWM
2086
Core Wealth Management
Florida
$539K -$119K -481 -19%
CCM
2087
Crabel Capital Management
California
$536K -$925K -3,740 -64%
WC
2088
Whitney & Co
New York
$532K +$22.5K +91 +5%
CRIG
2089
Charter Research & Investment Group
Connecticut
$531K -$143K -580 -22%
EFL
2090
ERn Financial LLC
Wisconsin
$529K – – –
VIP
2091
Vantage Investment Partners
Missouri
$529K – – –
AIA
2092
Alera Investment Advisors
Illinois
$528K – – –
DWM
2093
Dopkins Wealth Management
New York
$527K +$147K +593 +41%
ITIM
2094
Indiana Trust & Investment Management
Indiana
$527K – – –
FM
2095
Family Management
New York
$526K – – –
TFP
2096
Traction Financial Partners
Wyoming
$523K -$206K -832 -29%
NCM
2097
Northwest Capital Management
Oregon
$522K +$28.5K +115 +6%
GWSG
2098
GPS Wealth Strategies Group
Colorado
$522K +$114K +460 +30%
CWM
2099
Campbell Wealth Management
Virginia
$519K – – –
LCM
2100
Lazari Capital Management
California
$518K +$1.24K +5 +0.3%
82 83
84
85 86