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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2301
FWG Investments
Kentucky
$982K +$368K +1,098 +56%
OWA
2302
Oak Wealth Advisors
Illinois
$975K +$240K +715 +31%
PVI
2303
Pine Valley Investments
New Jersey
$974K +$110K +328 +12%
CFM
2304
Cornerstone Financial Management
Massachusetts
$973K – – –
FM
2305
Foster & Motley
Ohio
$973K -$10.7K -32 -1%
AIA
2306
Armor Investment Advisors
North Carolina
$972K – – –
SW
2307
SlateStone Wealth
Florida
$969K – – –
LDB
2308
Lee, Danner & Bass
Tennessee
$965K +$43.6K +130 +5%
HFF
2309
Halter Ferguson Financial
Indiana
$965K -$24.8K -74 -2%
CA
2310
Commerce Advisors
Tennessee
$961K +$1M +2,995 New
BCM
2311
Boltwood Capital Management
California
$957K -$17.8K -53 -2%
CPSAC
2312
Chas P. Smith & Associates (CPS)
Florida
$955K -$1.34K -4 -0.1%
IWA
2313
Inspirion Wealth Advisors
Illinois
$955K – – –
KFS
2314
Kaizen Financial Strategies
California
$954K -$21.1K -63 -2%
CF
2315
Convergence Financial
Missouri
$954K +$523K +1,560 +115%
KFA
2316
Kelleher Financial Advisors
New York
$954K -$269K -801 -21%
EWM
2317
Elevation Wealth Management
Minnesota
$952K – – –
WLPWM
2318
Walled Lake Planning & Wealth Management
Illinois
$951K +$3.35K +10 +0.3%
BOSSRA
2319
B.O.S.S. Retirement Advisors
Utah
$951K -$53.7K -160 -5%
FDDB
2320
Fidelity D&D Bancorp
Pennsylvania
$951K -$19.1K -57 -2%
CWA
2321
Cornerstone Wealth Advisors
Minnesota
$950K +$132K +393 +15%
RFP
2322
RCS Financial Planning
Maryland
$949K -$8.39K -25 -0.8%
AA
2323
ArborFi Advisors
Michigan
$948K +$2.35K +7 +0.2%
CW
2324
Channel Wealth
California
$942K -$5.03K -15 -0.5%
AOWM
2325
Asset One Wealth Management
Washington
$941K +$538K +1,603 +145%
91 92
93
94 95