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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
V
2076
ViaWealth
Kansas
$600K +$98.1K +379 +20%
ERIM
2077
Eagle Ridge Investment Management
Connecticut
$598K +$34.7K +134 +6%
DFCM
2078
Dark Forest Capital Management
Puerto Rico
$597K -$338K -1,306 -37%
AR
2079
Apeiron RIA
Texas
$596K +$14K +54 +2%
IWA
2080
Inspirion Wealth Advisors
Illinois
$595K +$358K +1,382 +164%
CFMC
2081
Curbstone Financial Management Corp
New Hampshire
$595K +$576K +2,224 New
MG
2082
MilWealth Group
Wisconsin
$594K – – –
ACA
2083
Anchor Capital Advisors
Massachusetts
$594K – – –
TWP
2084
Tower Wealth Partners
Pennsylvania
$594K – – –
PWMG
2085
Pinnacle Wealth Management Group
Michigan
$594K +$4.4K +17 +0.8%
GWSG
2086
GPS Wealth Strategies Group
Colorado
$593K +$54.1K +209 +10%
GIA
2087
GHP Investment Advisors
Colorado
$593K +$12.7K +49 +2%
KCM
2088
Kanawha Capital Management
Virginia
$592K +$9.58K +37 +2%
WIP
2089
WealthCare Investment Partners
Rhode Island
$588K -$29.2K -113 -5%
HIS
2090
Horizon Investment Services
Indiana
$588K +$138K +533 +32%
SPW
2091
Sonoma Private Wealth
California
$585K – – –
OIA
2092
Optimum Investment Advisors
Illinois
$583K +$7.76K +30 +1%
4WM
2093
4J Wealth Management
Virginia
$583K +$8.28K +32 +1%
USWIA
2094
UP Strategic Wealth Investment Advisors
Pennsylvania
$583K -$34.2K -132 -6%
ANB
2095
Amarillo National Bank
Texas
$580K – – –
VC
2096
Veracity Capital
Georgia
$580K -$34.4K -133 -6%
MM
2097
Meridian Management
Arkansas
$577K -$55.1K -213 -9%
NCFG
2098
New Century Financial Group
New Jersey
$577K +$103K +398 +23%
IIM
2099
InTrack Investment Management
Vermont
$576K +$5.95K +23 +1%
LC
2100
Legacy CG
Texas
$576K +$558K +2,155 New
82 83
84
85 86