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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
2126
Baker Tilly Wealth Management
Wisconsin
$501K +$166K +669 +53%
HA
2127
Herold Advisors
New York
$501K +$495 +2 +0.1%
RA
2128
Riversedge Advisors
Delaware
$500K +$8.66K +35 +2%
CFP
2129
Catalyst Financial Partners
Massachusetts
$500K +$500K +2,020 New
BBW
2130
Blue Barn Wealth
Utah
$499K +$247 +1 +0.1%
QWP
2131
Quotient Wealth Partners
Texas
$498K +$54.9K +222 +13%
TW
2132
TrinityPoint Wealth
Connecticut
$498K +$42.8K +173 +10%
LAM
2133
LifePro Asset Management
California
$497K +$3.71K +15 +0.8%
AC
2134
AWM Capital
Arizona
$497K +$105K +424 +29%
SAI
2135
Savvy Advisors Inc
New York
$495K -$15.8K -64 -3%
KTM
2136
Keeler Thomas Management
Utah
$495K -$472K -1,909 -50%
CAM
2137
CPA Asset Management
Florida
$495K – – –
FCM
2138
Fortis Capital Management
Washington
$494K +$6.18K +25 +1%
1IA
2139
1834 Investment Advisors
Wisconsin
$493K +$8.41K +34 +2%
THWM
2140
Taylor Hoffman Wealth Management
Virginia
$492K – – –
NIWA
2141
New Insight Wealth Advisors
California
$492K -$247 -1 -0.1%
NG
2142
Norden Group
Utah
$490K +$466K +1,883 New
CWM
2143
Chicago Wealth Management
Illinois
$489K +$466K +1,883 New
GCAC
2144
Guardian Capital Advisors (Canada)
Ontario, Canada
$489K – – –
EWM
2145
Executive Wealth Management
Michigan
$489K +$48K +194 +11%
NCM
2146
Northside Capital Management
Oregon
$489K – – –
SPC
2147
Spirepoint Private Client
Florida
$488K +$464K +1,877 New
ZIC
2148
ZWJ Investment Counsel
Georgia
$485K +$109K +439 +31%
V
2149
ViaWealth
Kansas
$484K +$1.48K +6 +0.3%
WFL
2150
Wealth Forward LLC
North Dakota
$484K +$2.23K +9 +0.5%
84 85
86
87 88