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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2201
Forte Asset Management
New York
$229K – – –
TWM
2202
Trinity Wealth Management
Pennsylvania
$229K +$238K +1,076 New
UW
2203
Unique Wealth
Florida
$228K -$59.8K -270 -20%
EC
2204
EdgeRock Capital
Colorado
$227K +$237K +1,069 New
SLG
2205
Stanley-Laman Group
Pennsylvania
$226K -$27.9K -126 -11%
RCG
2206
Regatta Capital Group
California
$226K +$30.8K +139 +15%
AA
2207
Aufman Associates
Pennsylvania
$225K +$885 +4 +0.4%
LWM
2208
Laidlaw Wealth Management
New York
$224K -$9.99M -45,130 -98%
B
2209
BetterWealth
California
$223K +$232K +1,050 New
FPWM
2210
FSB Premier Wealth Management
Iowa
$223K +$443 +2 +0.2%
LFGO
2211
Legacy Financial Group (Oklahoma)
Oklahoma
$222K +$5.31K +24 +2%
MSFP
2212
Mark Sheptoff Financial Planning
Connecticut
$222K – – –
SAM
2213
Strategy Asset Managers
California
$219K – – –
FAM
2214
Flaharty Asset Management
Florida
$217K – – –
PMG
2215
Private Management Group
California
$217K +$19K +86 +9%
ACM
2216
Arcataur Capital Management
Wisconsin
$217K – – –
CFS
2217
Commonwealth Financial Services
West Virginia
$216K +$226K +1,019 New
GAM
2218
GEM Asset Management
Michigan
$215K – – –
GSC
2219
G&S Capital
Colorado
$215K -$7.08K -32 -3%
CCA
2220
Cadent Capital Advisors
Oklahoma
$214K – – –
PBC
2221
Pavion Blue Capital
California
$213K – – –
BFA
2222
Beacon Financial Advisory
Ohio
$213K +$3.54K +16 +2%
WSCM
2223
Wellington Shields Capital Management
New York
$213K – – –
LI
2224
LVZ Inc
Michigan
$213K – – –
BAM
2225
Bosun Asset Management
Illinois
$212K – – –
87 88
89
90 91