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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
2251
Financial Partners Group (Kansas)
Kansas
$504K -$455K -1,667 -48%
CCM
2252
Ciovacco Capital Management
Georgia
$498K +$480K +1,759 New
YWM
2253
Yardley Wealth Management
Pennsylvania
$497K +$478K +1,754 New
RMF
2254
Red Mountain Financial
Colorado
$497K +$546 +2 +0.1%
WFS
2255
WealthGarden F.S.
California
$497K +$7.36K +27 +2%
TWM
2256
Thrive Wealth Management
Pennsylvania
$494K +$36.8K +135 +8%
CRIG
2257
Charter Research & Investment Group
Connecticut
$494K – – –
UW
2258
Unique Wealth
Florida
$491K +$147K +539 +45%
GP
2259
Geneva Partners
Wisconsin
$491K +$473K +1,735 New
FA
2260
Fountainhead AM
New Jersey
$490K +$121K +442 +34%
GWAM
2261
Guardian Wealth Advisors (Minnesota)
Minnesota
$488K – – –
WCA
2262
Westover Capital Advisors
Delaware
$486K – – –
TAM
2263
Trillium Asset Management
Massachusetts
$486K – – –
RW
2264
Rockport Wealth
Ohio
$486K +$208K +762 +80%
HA
2265
HC Advisors
Georgia
$482K +$255K +934 +122%
NWM
2266
Northcape Wealth Management
New York
$481K +$109K +400 +31%
TCOO
2267
Trust Company of Oklahoma
Oklahoma
$480K – – –
WAG
2268
Wheelhouse Advisory Group
Missouri
$479K -$81.3K -298 -15%
BWA
2269
BlueChip Wealth Advisors
Georgia
$479K +$9.55K +35 +2%
MCP
2270
Mirador Capital Partners
California
$478K -$1.09K -4 -0.2%
SFG
2271
Shum Financial Group
California
$477K +$456K +1,673 New
SFS
2272
Stiles Financial Services
Minnesota
$476K -$14.7K -54 -3%
TFP
2273
Triune Financial Partners
Kansas
$476K +$1.36K +5 +0.3%
CSPAM
2274
Cary Street Partners Asset Management
Virginia
$475K -$33.5K -123 -7%
AP
2275
Americana Partners
Texas
$475K – – –
89 90
91
92 93