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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
2176
Walled Lake Planning & Wealth Management
Illinois
$794K +$3.2K +11 +0.4%
SCI
2177
S&CO Inc
Massachusetts
$792K – – –
SLWA
2178
San Luis Wealth Advisors
California
$791K +$41.3K +142 +5%
RWA
2179
River Wealth Advisors
Pennsylvania
$790K -$21.8K -75 -3%
DWS
2180
Discipline Wealth Solutions
South Carolina
$789K -$97.3K -335 -10%
KAM
2181
Kraft Asset Management
Tennessee
$788K -$84.3K -290 -9%
RF
2182
Rossby Financial
Florida
$786K -$16K -55 -2%
MW
2183
Maia Wealth
Colorado
$785K -$32.5K -112 -4%
SCM
2184
Shorepath Capital Management
Utah
$785K – – –
LDB
2185
Lee, Danner & Bass
Tennessee
$777K – – –
KFSC
2186
Keystone Financial Services (Colorado)
Colorado
$777K +$2.62K +9 +0.3%
APIM
2187
Agate Pass Investment Management
Washington
$775K – – –
BBI
2188
Baxter Bros Inc
Connecticut
$775K +$22.1K +76 +3%
CGF
2189
Constant Guidance Financial
Massachusetts
$772K -$194K -669 -19%
BCA
2190
Bay Capital Advisors
Virginia
$771K -$21.2K -73 -3%
NEPPG
2191
New England Professional Planning Group
Rhode Island
$771K – – –
SBF
2192
Sara-Bay Financial
Florida
$770K -$125K -429 -13%
ANBT
2193
American National Bank & Trust
Texas
$769K -$127K -438 -14%
SIP
2194
Sellwood Investment Partners
Oregon
$768K +$741K +2,549 +1,036%
UFA
2195
Uptown Financial Advisors
Texas
$768K +$812K +2,795 New
ATFA
2196
All Terrain Financial Advisors
Minnesota
$767K +$38.9K +134 +5%
LT
2197
Legacy Trust
Michigan
$766K +$45.6K +157 +6%
GIA
2198
GHP Investment Advisors
Colorado
$765K -$178K -614 -18%
AOG
2199
Alpha Omega Group
Virginia
$764K -$236K -814 -23%
PWMG
2200
Pioneer Wealth Management Group
Texas
$764K +$807K +2,779 New
86 87
88
89 90