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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2251
Peninsula Wealth
California
– -$237K -1,039 Closed
BIA
2252
Barry Investment Advisors
Massachusetts
– -$236K -1,037 Closed
BCP
2253
Blackhawk Capital Partners
Wisconsin
– -$236K -1,037 Closed
JF
2254
JSF Financial
California
– -$236K -1,035 Closed
SAS
2255
Sage Advisory Services
Texas
– -$236K -1,035 Closed
FPWM
2256
FSB Premier Wealth Management
Iowa
– -$221K -1,030 Closed
SAM
2257
Strategy Asset Managers
California
– -$234K -1,029 Closed
UF
2258
Univest Financial
Pennsylvania
– -$234K -1,029 Closed
EGA
2259
Eagle Global Advisors
Texas
– -$233K -1,025 Closed
FAM
2260
Flaharty Asset Management
Florida
– -$232K -1,021 Closed
LI
2261
LVZ Inc
Michigan
– -$232K -1,019 Closed
1W
2262
1776 Wealth
Georgia
– -$232K -1,017 Closed
HFA
2263
High Falls Advisors
New York
– -$231K -1,013 Closed
GLA
2264
Great Lakes Advisors
Illinois
– -$229K -1,007 Closed
AFC
2265
Adaptive Financial Consulting
Ohio
– -$229K -1,006 Closed
WCWM
2266
Willow Creek Wealth Management
California
– -$228K -1,003 Closed
BAM
2267
Bosun Asset Management
Illinois
– -$228K -1,000 Closed
CM
2268
Capital Management
Virginia
– -$228K -1,000 Closed
JC
2269
JBF Capital
Colorado
– -$228K -1,000 Closed
RWA
2270
Redmont Wealth Advisors
Illinois
– -$228K -1,000 Closed
AWM
2271
Accurate Wealth Management
Florida
– -$228K -999 Closed
PCMC
2272
Paragon Capital Management (Colorado)
Colorado
– -$226K -992 Closed
JSL
2273
JT Stratford LLC
Georgia
– -$225K -988 Closed
LI
2274
Lafayette Investments
Maryland
– -$223K -979 Closed
QIM
2275
Quest Investment Management
Oregon
– -$223K -979 Closed
89 90
91
92 93