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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2201
Orion Capital Management
California
$914K -$1.23M -3,879 -58%
CA
2202
Carson Advisory
Georgia
$912K -$9.48K -30 -1%
CWA
2203
Cornerstone Wealth Advisors
Minnesota
$910K -$4.74K -15 -0.5%
EA
2204
Emerald Advisors
Washington
$909K – – –
KFA
2205
Kelleher Financial Advisors
New York
$907K -$14.2K -45 -2%
PWM
2206
Power Wealth Management
Georgia
$906K +$632 +2 +0.1%
LT
2207
Legacy Trust
Michigan
$906K -$6.32K -20 -0.7%
TFP
2208
Tilia Fiduciary Partners
North Carolina
$905K -$30K -95 -3%
CFG
2209
Certior Financial Group
Pennsylvania
$904K +$870K +2,754 New
MPIA
2210
Mountain Pacific Investment Advisers
Idaho
$903K – – –
VCM
2211
Vision Capital Management
Oregon
$901K -$178K -563 -17%
IFS
2212
Ifrah Financial Services
Arkansas
$897K -$16.7K -53 -2%
BFS
2213
BridgePort Financial Solutions
Iowa
$897K -$148K -468 -15%
OCFG
2214
O'Connor Financial Group
Illinois
$896K -$12.3K -39 -1%
CPA
2215
Capital Planning Advisors
California
$896K -$79.6K -252 -8%
APIM
2216
Agate Pass Investment Management
Washington
$894K +$19.9K +63 +2%
VHAM
2217
Van Hulzen Asset Management
California
$892K +$35.7K +113 +4%
BOM
2218
Bank of Marin
California
$889K – – –
AFS
2219
AFG Fiduciary Services
Massachusetts
$888K – – –
DACG
2220
Donor Advised Charitable Giving
California
$887K +$316 +1 +0%
PVI
2221
Pine Valley Investments
New Jersey
$886K +$5.69K +18 +0.7%
SVWG
2222
Shared Vision Wealth Group
United States
$882K – – –
EPAM
2223
Evelyn Partners Asset Management
$881K -$367K -1,163 -30%
MC
2224
Miramar Capital
Illinois
$880K -$220K -697 -21%
IDA
2225
Intelligence Driven Advisers
California
$877K +$368K +1,164 +77%
87 88
89
90 91