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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2226
Windsor Advisory Group
Ohio
$530K +$5.73K +21 +1%
NRW
2227
Nova R Wealth
Kansas
$529K +$7.64K +28 +2%
SPC
2228
Spirepoint Private Client
Florida
$525K – – –
BHPW
2229
Beverly Hills Private Wealth
California
$525K – – –
SC
2230
Swan Capital
Florida
$524K – – –
KTM
2231
Keeler Thomas Management
Utah
$522K -$818 -3 -0.2%
BWM
2232
BCGM Wealth Management
Indiana
$521K -$818 -3 -0.2%
FCB
2233
First County Bank
Connecticut
$521K +$29.2K +107 +6%
LC
2234
Legacy CG
Texas
$521K -$86.2K -316 -15%
FAT
2235
First American Trust
California
$518K – – –
HCM
2236
HMS Capital Management
Tennessee
$518K – – –
LAM
2237
LifePro Asset Management
California
$518K -$4.36K -16 -0.9%
BHWM
2238
Bar Harbor Wealth Management
New Hampshire
$517K – – –
CCM
2239
Chilton Capital Management
Texas
$517K – – –
ZIC
2240
ZWJ Investment Counsel
Georgia
$517K – – –
HFRG
2241
Houlihan Financial Resource Group
Virginia
$516K +$497K +1,822 New
RFS
2242
Retirement Financial Solutions
Tennessee
$515K +$1.64K +6 +0.3%
BFC
2243
Blue Fin Capital
Rhode Island
$513K – – –
NG
2244
Norden Group
Utah
$509K +$20.7K +76 +4%
PPW
2245
Pasadena Private Wealth
California
$509K +$1.36K +5 +0.3%
GFWA
2246
Grey Fox Wealth Advisors
Delaware
$509K +$14.2K +52 +3%
HWM
2247
Horizons Wealth Management
North Carolina
$508K -$12.5K -46 -3%
PWM
2248
Prosperity Wealth Management
California
$507K +$1.91K +7 +0.4%
GFA
2249
Gallagher Fiduciary Advisors
Illinois
$506K -$52.6K -193 -10%
FGG
2250
Financial Guidance Group
Florida
$505K -$16.4K -60 -3%
88 89
90
91 92