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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
2301
Hoxton Planning & Management
West Virginia
$1.03M -$95.5K -287 -9%
JWM
2302
Jackson Wealth Management
Florida
$1.03M -$120K -361 -11%
FM
2303
Foster & Motley
Ohio
$1.03M +$83.5K +251 +9%
AEPWM
2304
Atlantic Edge Private Wealth Management
Florida
$1.02M -$4.99K -15 -0.5%
WP
2305
WealthShield Partners
North Carolina
$1.02M +$141K +424 +16%
BCM
2306
Boltwood Capital Management
California
$1.02M -$32.3K -97 -3%
PP
2307
Prosperity Planning
Missouri
$1.02M -$3.33K -10 -0.3%
CFM
2308
Cornerstone Financial Management
Massachusetts
$1.02M +$1.01M +3,034 New
BCM
2309
Bourgeon Capital Management
Connecticut
$1.02M -$40.6K -122 -4%
AIA
2310
Armor Investment Advisors
North Carolina
$1.02M – – –
EFA
2311
Evernest Financial Advisors
Indiana
$1.01M +$460K +1,384 +88%
SW
2312
SlateStone Wealth
Florida
$1.01M +$33.3K +100 +3%
FDDB
2313
Fidelity D&D Bancorp
Pennsylvania
$1.01M -$120K -362 -11%
HG
2314
Harbor Group
New Hampshire
$1.01M -$43.6K -131 -4%
RFA
2315
Resurgent Financial Advisors
Georgia
$1.01M -$6.32K -19 -0.6%
RWA
2316
River Wealth Advisors
Pennsylvania
$1.01M +$2.33K +7 +0.2%
KIM
2317
Kestra Investment Management
Texas
$1M +$16.3K +49 +2%
USB
2318
Union Savings Bank
Connecticut
$1M +$994K +2,989 New
RFP
2319
RCS Financial Planning
Maryland
$1M -$77.2K -232 -7%
CPSAC
2320
Chas P. Smith & Associates (CPS)
Florida
$1,000K +$269K +810 +37%
BWM
2321
BankPlus Wealth Management
Mississippi
$998K -$37.9K -114 -4%
IWA
2322
Inspirion Wealth Advisors
Illinois
$998K +$253K +760 +34%
DWA
2323
Douglass Winthrop Advisors
New York
$996K +$51.6K +155 +6%
EWM
2324
Elevation Wealth Management
Minnesota
$995K +$987K +2,968 New
MW
2325
Maia Wealth
Colorado
$994K -$48.9K -147 -5%
91 92
93
94 95