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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2301
Affinity Wealth Management
Delaware
$395K – – –
KA
2302
Kure Advisory
Minnesota
$395K -$35.5K -137 -8%
TWM
2303
Triton Wealth Management
Arizona
$393K +$58.5K +226 +19%
TFA
2304
Tobias Financial Advisors
Florida
$393K -$16.8K -65 -4%
AA
2305
Addison Advisors
Vermont
$391K +$1.81K +7 +0.5%
FC
2306
Fusion Capital
South Carolina
$391K +$11.4K +44 +3%
PAA
2307
Peregrine Asset Advisers
Oregon
$389K +$3.62K +14 +1%
EWA
2308
Encompass Wealth Advisors
Oregon
$386K +$15K +58 +4%
OCG
2309
Opus Capital Group
Ohio
$386K +$10.9K +42 +3%
SFC
2310
Swisher Financial Concepts
Ohio
$384K +$131K +508 +55%
HC
2311
Hamilton Capital
Ohio
$382K -$105K -404 -22%
LA
2312
Lynch & Associates
Indiana
$382K – – –
SP
2313
Stablepoint Partners
Massachusetts
$382K +$2.07K +8 +0.6%
PF
2314
Parker Financial
Washington
$380K -$2.07K -8 -0.6%
NCM
2315
Novare Capital Management
North Carolina
$378K -$10.4K -40 -3%
RWM
2316
RKL Wealth Management
Pennsylvania
$378K – – –
SC
2317
Schiavi & Co
Delaware
$376K +$84.1K +325 +30%
PPWM
2318
Paragon Private Wealth Management
Kentucky
$376K +$364K +1,406 New
SIAG
2319
Safeguard Investment Advisory Group
California
$376K – – –
HKAM
2320
Horizon Kinetics Asset Management
New York
$376K -$82K -317 -18%
SIA
2321
Spectrum Investment Advisors
Wisconsin
$375K +$363K +1,403 New
CSWG
2322
Cardinal Strategic Wealth Guidance
Kentucky
$375K – – –
BWM
2323
Buska Wealth Management
Wisconsin
$374K – – –
NAM
2324
NTV Asset Management
West Virginia
$373K +$21.7K +84 +6%
LFG
2325
Lockerman Financial Group
California
$372K -$2.33K -9 -0.6%
91 92
93
94 95