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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
2301
NTV Asset Management
West Virginia
$311K – – –
PSCM
2302
Per Stirling Capital Management
Texas
$310K +$442 +2 +0.2%
DG
2303
DMC Group
Alabama
$309K – – –
AFG
2304
Allegheny Financial Group
Pennsylvania
$309K +$10.2K +46 +4%
NCFG
2305
New Century Financial Group
New Jersey
$309K +$288K +1,301 New
AP
2306
Atwood & Palmer
Missouri
$308K – – –
LFP
2307
Leeward Financial Partners
Washington
$308K +$287K +1,300 New
PBO
2308
Peoples Bank (Ohio)
Ohio
$308K -$7.29K -33 -2%
TAM
2309
Titleist Asset Management
Texas
$308K +$287K +1,297 New
EL
2310
Essex LLC
Illinois
$307K +$2.87K +13 +1%
PCM
2311
Penn Capital Management
Pennsylvania
$307K +$4.2K +19 +1%
EFP
2312
EnRich Financial Partners
Wisconsin
$306K +$285K +1,291 New
LWA
2313
LWS Wealth Advisors
New Jersey
$306K -$5.31K -24 -2%
TPA
2314
Trivium Point Advisory
Connecticut
$306K +$285K +1,288 New
RWM
2315
Ruedi Wealth Management
Illinois
$305K -$221 -1 -0.1%
AWM
2316
Avondale Wealth Management
Texas
$304K – – –
GSIS
2317
Global Strategic Investment Solutions
Arizona
$304K +$884 +4 +0.3%
VBFG
2318
Vishria Bird Financial Group
Tennessee
$303K – – –
SIS
2319
Strategic Investment Solutions
Illinois
$301K -$11.3M -51,035 -98%
FFB
2320
First Financial Bankshares
Texas
$300K +$279K +1,264 New
WFMPM
2321
Woodley Farra Manion Portfolio Management
Indiana
$300K +$4.2K +19 +2%
PWM
2322
Purus Wealth Management
California
$299K -$1.1K -5 -0.4%
BTWM
2323
Baker Tilly Wealth Management
Wisconsin
$299K -$688K -3,110 -71%
WCWM
2324
Willow Creek Wealth Management
California
$298K -$11.1K -50 -4%
SP
2325
Stablepoint Partners
Massachusetts
$298K +$277K +1,255 New
91 92
93
94 95