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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2251
Pioneer Wealth Management Group
Texas
$435K +$182K +702 +76%
LAM
2252
Lummis Asset Management
Texas
$435K – – –
VPWA
2253
Vestia Personal Wealth Advisors
Indiana
$435K +$3.91M +15,091 New
FC
2254
Fulcrum Capital
Washington
$434K -$48.7K -188 -10%
OHIS
2255
Oak Harvest Investment Services
Texas
$431K -$162K -626 -28%
TWM
2256
Thrive Wealth Management
Pennsylvania
$431K +$10.6K +41 +3%
ECA
2257
Elevated Capital Advisors
Utah
$430K -$32.4K -125 -7%
IAP
2258
Indie Asset Partners
Indiana
$430K +$186K +720 +81%
BFA
2259
Beacon Financial Advisory
Ohio
$429K +$40.1K +155 +11%
MWM
2260
Maripau Wealth Management
Indiana
$429K +$413K +1,597 New
RFA
2261
Rollins Financial Advisors
New York
$428K -$49.7K -192 -11%
AMCA
2262
Arthur M. Cohen & Associates
Illinois
$428K -$258K -996 -38%
BHA
2263
Beech Hill Advisors
New York
$428K -$18.6K -72 -4%
TW
2264
Trajan Wealth
Arizona
$427K +$414K +1,598 New
NCMW
2265
Northern Capital Management (Washington)
Washington
$426K -$13.2K -51 -3%
JGUA
2266
John G. Ullman & Associates
New York
$425K +$411K +1,588 New
CCP
2267
Carmel Capital Partners
California
$422K +$3.88K +15 +1%
OAS
2268
Optivise Advisory Services
Tennessee
$422K +$409K +1,579 New
SAMC
2269
Spectrum Asset Management (California)
California
$422K – – –
ZIG
2270
Zullo Investment Group
Pennsylvania
$422K – – –
VPP
2271
Vertex Planning Partners
Illinois
$422K -$25.1K -97 -6%
IGWM
2272
ICA Group Wealth Management
Colorado
$422K -$2.87M -11,081 -88%
FP
2273
FFG Partners
Florida
$422K – – –
PG
2274
Patten Group
Tennessee
$421K -$2.33K -9 -0.6%
RDFA
2275
Ritter Daniher Financial Advisory
Ohio
$419K -$33.4K -129 -8%
89 90
91
92 93