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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
2101
M. Kraus & Co
Vermont
$518K – – –
CP
2102
Capital Planning
Washington
$517K -$58.6K -237 -11%
DAM
2103
Deltec Asset Management
New York
$515K – – –
LWM
2104
Lyell Wealth Management
California
$514K – – –
MAM
2105
Meeder Asset Management
Ohio
$512K – – –
CCT
2106
Capital City Trust
Florida
$512K – – –
HP
2107
Holistic Planning
Texas
$510K +$15.3K +62 +3%
SIM
2108
Sterling Investment Management
Arizona
$509K – – –
CCA
2109
Childress Capital Advisors
Texas
$509K -$28.7K -116 -6%
GG
2110
Greenwood Gearhart
Arkansas
$508K +$13.9K +56 +3%
RA
2111
Ruggaard & Associates
Ohio
$508K +$53.4K +216 +12%
PGIM
2112
Pacific Global Investment Management
California
$508K -$742 -3 -0.2%
QC
2113
Quadrature Capital
United Kingdom
$507K +$483K +1,951 New
PPW
2114
Pasadena Private Wealth
California
$507K +$119K +483 +33%
GRA
2115
Golden Road Advisors
Florida
$506K +$60.9K +246 +14%
JWWM
2116
Johnson & White Wealth Management
Pennsylvania
$506K +$22.8K +92 +5%
FCB
2117
First County Bank
Connecticut
$506K -$77.9K -315 -14%
IA
2118
Insight Advisors
Pennsylvania
$505K +$16.6K +67 +4%
TFG
2119
Tilson Financial Group
New Jersey
$505K – – –
BFA
2120
Buttonwood Financial Advisors
Maryland
$505K -$2.47K -10 -0.5%
MIC
2121
Meridian Investment Counsel
California
$503K – – –
WH
2122
Whitcomb & Hess
Ohio
$503K +$1.48K +6 +0.3%
DWS
2123
Discipline Wealth Solutions
South Carolina
$502K -$433K -1,750 -48%
WF
2124
Wayfinding Financial
Washington
$502K +$2.23K +9 +0.5%
SWA
2125
SOA Wealth Advisors
New York
$502K -$19.8K -80 -4%
83 84
85
86 87