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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LHWM
2201
Lake Hills Wealth Management
Texas
– -$743K -3,263 Closed
TCBWMS
2202
Texas Capital Bank Wealth Management Services
Texas
– -$714K -3,137 Closed
MFC
2203
Morris Financial Concepts
South Carolina
– -$663K -2,913 Closed
WAOI
2204
Wealth Advisors of Iowa
Iowa
– -$592K -2,600 Closed
OR
2205
Olympiad Research
Connecticut
– -$591K -2,597 Closed
SLWA
2206
San Luis Wealth Advisors
California
– -$624K -2,586 Closed
JWM
2207
Jackson Wealth Management
Florida
– -$583K -2,559 Closed
CIG
2208
Cairn Investment Group
Washington
– -$375K -2,539 Closed
SA
2209
Shilanski & Associates
Alaska
– -$556K -2,442 Closed
MSR
2210
Main Street Research
Connecticut
– -$524K -2,302 Closed
AIA
2211
Acute Investment Advisory
Arizona
– -$496K -2,177 Closed
GCM
2212
Glaxis Capital Management
Florida
– -$492K -2,160 Closed
BFS
2213
Bickling Financial Services
Massachusetts
– -$482K -2,118 Closed
PWP
2214
Personal Wealth Partners
Minnesota
– -$450K -1,978 Closed
ACA
2215
Ascension Capital Advisors
Texas
– -$440K -1,931 Closed
BO
2216
BRR OpCo
Ohio
– -$405K -1,780 Closed
BC
2217
Brio Consultants
California
– -$400K -1,756 Closed
HIMC
2218
Heritage Investors Management Corp
Maryland
– -$394K -1,732 Closed
TWP
2219
Transparent Wealth Partners
Arkansas
– -$386K -1,696 Closed
CCMG
2220
Clark Capital Management Group
Pennsylvania
– -$370K -1,626 Closed
SWAG
2221
Spectrum Wealth Advisory Group
California
– -$355K -1,561 Closed
BHTS
2222
Bar Harbor Trust Services
Maine
– -$347K -1,526 Closed
CCM
2223
Crabel Capital Management
California
– -$335K -1,470 Closed
EIG
2224
Ellenbecker Investment Group
Wisconsin
– -$333K -1,466 Closed
TSS
2225
Thomas Story & Son
Indiana
– -$330K -1,449 Closed
87 88
89
90 91