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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2201
Beacon Financial Advisory
Ohio
$217K +$209 +1 +0.1%
MCM
2202
Mengis Capital Management
Oregon
$217K – – –
MHWM
2203
Montz Harcus Wealth Management
Louisiana
$216K +$209 +1 +0.1%
OCM
2204
Orion Capital Management
California
$216K – – –
LCM
2205
Lunt Capital Management
Utah
$216K +$205K +982 New
WFS
2206
Widmann Financial Services
Maryland
$216K – – –
FC
2207
Financial Consulate
Maryland
$216K +$204K +979 New
PWM
2208
Peterson Wealth Management
Nevada
$215K -$1.1M -5,294 -84%
HKIMG
2209
Hutchens & Kramer Investment Management Group
Indiana
$213K +$202K +968 New
CAM
2210
Carret Asset Management
New York
$213K -$83.2K -399 -29%
LIA
2211
LBMC Investment Advisors
Tennessee
$212K +$201K +965 New
PFG
2212
Peterson Financial Group
Iowa
$212K +$200K +961 New
PCMC
2213
Paragon Capital Management (Colorado)
Colorado
$211K -$9.8K -47 -5%
KFA
2214
Kapstone Financial Advisors
Ohio
$211K -$10.4K -50 -5%
FPIS
2215
Financial Planning & Information Services
Wisconsin
$210K -$21.7K -104 -10%
OHIS
2216
Oak Harvest Investment Services
Texas
$210K -$50.5K -242 -20%
WKWM
2217
Walter & Keenan Wealth Management
Indiana
$209K +$198K +947 New
PW
2218
Peninsula Wealth
California
$208K +$197K +945 New
SFB
2219
STAR Financial Bank
Indiana
$208K -$34.8K -167 -15%
DI
2220
DDFG Inc
California
$208K +$197K +944 New
MCIA
2221
Mountain Capital Investment Advisors
Colorado
$207K +$190K +913 New
WA
2222
WP Advisors
California
$206K +$195K +937 New
PMG
2223
Private Management Group
California
$206K +$195K +935 New
OPWM
2224
Oxinas Partners Wealth Management
Indiana
$206K +$195K +934 New
FWIA
2225
Fort Washington Investment Advisors
Ohio
$206K +$195K +933 New
87 88
89
90 91