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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
I
2201
IMPACTfolio
Colorado
$230K -$162K -733 -40%
FAM
2202
Forte Asset Management
New York
$229K – – –
TWM
2203
Trinity Wealth Management
Pennsylvania
$229K +$238K +1,076 New
UW
2204
Unique Wealth
Florida
$228K -$59.8K -270 -20%
EC
2205
EdgeRock Capital
Colorado
$227K +$237K +1,069 New
SLG
2206
Stanley-Laman Group
Pennsylvania
$226K -$27.9K -126 -11%
RCG
2207
Regatta Capital Group
California
$226K +$30.8K +139 +15%
AA
2208
Aufman Associates
Pennsylvania
$225K +$885 +4 +0.4%
LWM
2209
Laidlaw Wealth Management
New York
$224K -$9.99M -45,130 -98%
B
2210
BetterWealth
California
$223K +$232K +1,050 New
FPWM
2211
FSB Premier Wealth Management
Iowa
$223K +$443 +2 +0.2%
LFGO
2212
Legacy Financial Group (Oklahoma)
Oklahoma
$222K +$5.31K +24 +2%
MSFP
2213
Mark Sheptoff Financial Planning
Connecticut
$222K – – –
SAM
2214
Strategy Asset Managers
California
$219K – – –
FAM
2215
Flaharty Asset Management
Florida
$217K – – –
PMG
2216
Private Management Group
California
$217K +$19K +86 +9%
ACM
2217
Arcataur Capital Management
Wisconsin
$217K – – –
CFS
2218
Commonwealth Financial Services
West Virginia
$216K +$226K +1,019 New
GAM
2219
GEM Asset Management
Michigan
$215K – – –
GSC
2220
G&S Capital
Colorado
$215K -$7.08K -32 -3%
CCA
2221
Cadent Capital Advisors
Oklahoma
$214K – – –
PBC
2222
Pavion Blue Capital
California
$213K – – –
BFA
2223
Beacon Financial Advisory
Ohio
$213K +$3.54K +16 +2%
WSCM
2224
Wellington Shields Capital Management
New York
$213K – – –
LI
2225
LVZ Inc
Michigan
$213K – – –
87 88
89
90 91