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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
I
2076
IMPACTfolio
Colorado
$1.02M +$43.9K +156 +5%
KA
2077
KDT Advisors
New York
$1.02M +$945K +3,360 New
VAG
2078
VisionPoint Advisory Group
Texas
$1.02M +$944K +3,358 New
DCM
2079
DGS Capital Management
New Jersey
$1.02M +$403K +1,433 +75%
FDDB
2080
Fidelity D&D Bancorp
Pennsylvania
$1.02M -$2.25K -8 -0.2%
MPW
2081
Magnolia Private Wealth
Pennsylvania
$1.02M – – –
LFA
2082
LGT Financial Advisors
Texas
$1.02M +$211K +750 +29%
BG
2083
Bollard Group
Massachusetts
$1.01M -$83.3K -296 -8%
PP
2084
Prosperity Planning
Missouri
$1.01M -$64.4K -229 -6%
CWA
2085
Capital Wealth Alliance
Arizona
$1.01M +$935K +3,324 New
SAA
2086
Southeast Asset Advisors
Georgia
$1.01M +$195K +693 +26%
EFA
2087
Edge Financial Advisors
Illinois
$1.01M +$102K +361 +12%
BCM
2088
Boltwood Capital Management
California
$1.01M +$14.6K +52 +2%
FPF
2089
First Pacific Financial
Washington
$1.01M -$21.7K -77 -2%
VCM
2090
Vision Capital Management
Oregon
$1.01M +$164K +583 +21%
ACM
2091
Alpha Capital Management
Texas
$1M +$39.4K +140 +4%
VFG
2092
V2 Financial group
Illinois
$1M – – –
FSWA
2093
Financial Synergies Wealth Advisors
Texas
$999K -$41.3K -147 -4%
PMIM
2094
Prudent Man Investment Management
Colorado
$998K – – –
HAC
2095
Harbor Advisory Corp
New Hampshire
$996K -$16.9K -60 -2%
MIAS
2096
Mason Investment Advisory Services
Virginia
$995K – – –
HNB
2097
Hilltop National Bank
Wyoming
$991K +$917K +3,261 New
FL
2098
FreeGulliver LLC
Louisiana
$989K +$1.69K +6 +0.2%
WCM
2099
Winebrenner Capital Management
Kentucky
$989K +$66.9K +238 +8%
EFG
2100
Elm3 Financial Group
Georgia
$983K -$84.4K -300 -8%
82 83
84
85 86