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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2151
Baldwin Wealth Partners
Massachusetts
$84K – – –
SPWG
2152
Sage Private Wealth Group
Illinois
$83K +$236 +1 +0.3%
CH
2153
Canton Hathaway
Rhode Island
$82K – – –
MMG
2154
Monetary Management Group
Missouri
$78K +$76.5K +324 New
MAWCM
2155
Mine & Arao Wealth Creation & Management
California
$77K – – –
SWA
2156
Sutton Wealth Advisors
Florida
$71.9K +$70.3K +298 New
HI
2157
Hudock Inc
Pennsylvania
$71K – – –
CFG
2158
CKW Financial Group
Hawaii
$70K – – –
TFM
2159
TFC Financial Management
Massachusetts
$69K -$10.4K -44 -13%
IRC
2160
Investors Research Corp
Georgia
$66K – – –
SWM
2161
Selective Wealth Management
Virginia
$66K +$24.8K +105 +62%
HNWA
2162
Henrickson Nauta Wealth Advisors
Michigan
$66K +$70.6K +299 New
MW
2163
Milestone Wealth
New York
$65K +$63.3K +268 New
TA
2164
Tectonic Advisors
Texas
$65K +$64K +271 New
MWM
2165
Mascoma Wealth Management
New Hampshire
$64K – – –
RK
2166
Rather & Kittrell
Tennessee
$64K +$63.3K +268 New
PIM
2167
Progressive Investment Management
Oregon
$63K – – –
WWMSC
2168
Wagner Wealth Management (South Carolina)
South Carolina
$62K – – –
BHWM
2169
Bay Harbor Wealth Management
Maryland
$59K -$7.55K -32 -11%
SIS
2170
Sound Income Strategies
Florida
$58K -$708 -3 -1%
AC
2171
AlphaCore Capital
California
$54K -$23.1K -98 -31%
PAIM
2172
Punch & Associates Investment Management
Minnesota
$54K – – –
SJIA
2173
St. James Investment Advisors
New York
$52K +$50.8K +215 New
FPFS
2174
First Personal Financial Services
North Carolina
$48K – – –
TC
2175
Truvestments Capital
Florida
$48K +$47.2K +200 New
85 86
87
88 89