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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PIWA
2101
Prevail Innovative Wealth Advisors
Kansas
$646K +$52.9K +194 +9%
MG
2102
MilWealth Group
Wisconsin
$646K +$16.4K +60 +3%
CPBTD
2103
Central Pacific Bank - Trust Division
Hawaii
$646K – – –
AWC
2104
Adamsbrown Wealth Consultants
Kansas
$646K -$13.4K -49 -2%
CWMS
2105
Cannon Wealth Management Services
North Carolina
$644K +$621K +2,275 New
PFA
2106
Petra Financial Advisors
Colorado
$644K – – –
BAM
2107
Bellevue Asset Management
Washington
$643K -$12.5K -46 -2%
SDWIA
2108
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$642K -$197K -721 -24%
PTP
2109
Platform Technology Partners
New York
$642K +$63.8K +234 +12%
PWM
2110
Palumbo Wealth Management
New York
$641K +$3.82K +14 +0.6%
NWM
2111
Napa Wealth Management
California
$641K -$27.8K -102 -4%
V
2112
ViaWealth
Kansas
$640K +$5.46K +20 +0.9%
PVI
2113
Pine Valley Investments
New Jersey
$640K -$79.9K -293 -11%
BCCM
2114
Bridge Creek Capital Management
Massachusetts
$637K – – –
SWP
2115
Strategic Wealth Partners
Ohio
$636K -$164K -602 -21%
BWP
2116
Barlow Wealth Partners
Kentucky
$635K – – –
GA
2117
Goldstein Advisors
Wisconsin
$635K +$62.2K +228 +11%
MWA
2118
Martel Wealth Advisors
Washington
$633K -$61.4K -225 -9%
CFMC
2119
Curbstone Financial Management Corp
New Hampshire
$630K – – –
ACA
2120
Anchor Capital Advisors
Massachusetts
$629K – – –
TWP
2121
Tower Wealth Partners
Pennsylvania
$629K – – –
IWA
2122
Inspirion Wealth Advisors
Illinois
$628K -$1.91K -7 -0.3%
ERIM
2123
Eagle Ridge Investment Management
Connecticut
$628K -$5.46K -20 -0.9%
AWM
2124
Ariadne Wealth Management
California
$627K +$579K +2,123 New
RFO
2125
RiverGlades Family Offices
Florida
$627K +$56.7K +208 +10%
83 84
85
86 87