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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
2176
Atlantic Edge Private Wealth Management
Florida
$811K +$11.1K +38 +1%
I
2177
IMPACTfolio
Colorado
$811K -$4.96K -17 -0.6%
NBWM
2178
North Berkeley Wealth Management
California
$809K +$814K +2,790 New
PSCM
2179
Per Stirling Capital Management
Texas
$806K -$99.8K -342 -11%
LIM
2180
Lathrop Investment Management
Arkansas
$806K -$86.4K -296 -10%
RA
2181
Riverstone Advisors
Texas
$805K +$47.6K +163 +6%
CPA
2182
Capital Planning Advisors
California
$804K – – –
PWS
2183
Physician Wealth Solutions
Nevada
$803K – – –
EA
2184
Emerald Advisors
Washington
$803K -$4.08K -14 -0.5%
DCM
2185
DGS Capital Management
New Jersey
$803K +$214K +732 +36%
CW
2186
Curio Wealth
Maryland
$800K +$806K +2,762 New
WMWM
2187
Whitaker-Myers Wealth Managers
Ohio
$800K -$1.22M -4,189 -60%
WA
2188
WP Advisors
California
$800K +$4.96K +17 +0.6%
ISFAN
2189
Investor's Fiduciary Advisor Network
Washington
$797K +$803K +2,753 New
MAV
2190
Mason & Associates (Virginia)
Virginia
$797K -$4.38K -15 -0.5%
BBI
2191
Baxter Bros Inc
Connecticut
$795K +$584 +2 +0.1%
TAM
2192
Tucker Asset Management
Colorado
$795K -$347K -1,188 -30%
SLWA
2193
San Luis Wealth Advisors
California
$793K -$5.25K -18 -0.7%
TCM
2194
Towercrest Capital Management
Pennsylvania
$789K -$15.8K -54 -2%
AWMG
2195
Alliance Wealth Management Group
New Jersey
$789K -$15.8K -54 -2%
RFO
2196
RiverGlades Family Offices
Florida
$786K +$146K +500 +23%
DACG
2197
Donor Advised Charitable Giving
California
$783K +$99.8K +342 +14%
FFM
2198
Flagstone Financial Management
Nebraska
$783K +$324K +1,112 +70%
LIS
2199
Legacy Investment Solutions
Idaho
$783K -$108K -369 -12%
LWMI
2200
Legacy Wealth Management (Idaho)
Idaho
$783K -$108K -369 -12%
86 87
88
89 90