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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2101
Selective Wealth Management
Virginia
$53K – – –
MCM
2102
McMillion Capital Management
North Carolina
$52K +$56.5K +275 New
MW
2103
Milestone Wealth
New York
$51K – – –
MWM
2104
Mascoma Wealth Management
New Hampshire
$50K – – –
BHWM
2105
Bay Harbor Wealth Management
Maryland
$49K – – –
PI
2106
PEAK6 Investments
Illinois
$46.3K +$43.1K +210 New
RPCA
2107
Running Point Capital Advisors
California
$43K – – –
FPFS
2108
First Personal Financial Services
North Carolina
$38K – – –
PAIM
2109
Punch & Associates Investment Management
Minnesota
$38K +$1.23K +6 +3%
PA
2110
PSI Advisors
Florida
$38K +$11.3K +55 +38%
EA
2111
Evolution Advisers
Virginia
$37K – – –
WPWM
2112
Western Pacific Wealth Management
Illinois
$37K – – –
AIP
2113
Ahrens Investment Partners
Louisiana
$34K +$6.99K +34 +24%
CFG
2114
CKW Financial Group
Hawaii
$30K – – –
DSC
2115
Duncker Streett & Co
Missouri
$30K – – –
FRA
2116
Front Row Advisors
California
$30K +$1.44K +7 +5%
FWA
2117
FSC Wealth Advisors
New York
$29K – – –
SC
2118
Sierra Capital
Florida
$28K +$15.8K +77 +112%
LC
2119
Legacy CG
Texas
$26K -$215K -1,046 -88%
TFP
2120
Tilia Fiduciary Partners
North Carolina
$22K -$18.3K -89 -44%
ACK
2121
Andrew C. Karlinski
$22K – – –
WFA
2122
Wells Financial Advisors
Massachusetts
$21K – – –
ICM
2123
Islay Capital Management
Texas
$21K +$22.8K +111 New
TFA
2124
Toth Financial Advisory
Virginia
$21K +$22.8K +111 New
CAGAS
2125
Capital Advisory Group Advisory Services
Minnesota
$20K – – –
83 84
85
86 87