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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2326
Pennsylvania Capital Management
Pennsylvania
$1.14M -$223K -624 -17%
MAA
2327
Matrix Asset Advisors
New York
$1.14M -$20.7K -58 -2%
SLWA
2328
San Luis Wealth Advisors
California
$1.14M -$23.2K -65 -2%
AWC
2329
Adamsbrown Wealth Consultants
Kansas
$1.14M +$277K +776 +34%
CGF
2330
Constant Guidance Financial
Massachusetts
$1.13M -$36.8K -103 -3%
FM
2331
Foster & Motley
Ohio
$1.13M +$10K +28 +0.9%
FP
2332
Financial Perspectives
Minnesota
$1.13M +$207K +578 +23%
CIM
2333
Corda Investment Management
Texas
$1.12M -$91.2K -255 -8%
CST
2334
Charles Schwab Trust
Nevada
$1.12M +$129K +362 +14%
CFM
2335
Cornerstone Financial Management
Massachusetts
$1.12M – – –
KCFA
2336
Key Client Fiduciary Advisors
New Jersey
$1.12M -$169K -473 -14%
OWA
2337
Oak Wealth Advisors
Illinois
$1.12M -$5.72K -16 -0.5%
SWM
2338
SFG Wealth Management
Maryland
$1.11M -$233K -651 -18%
RIA
2339
Rhodes Investment Advisors
Texas
$1.11M +$41.1K +115 +4%
BCM
2340
Boltwood Capital Management
California
$1.11M +$1.43K +4 +0.1%
CF
2341
Convergence Financial
Missouri
$1.1M +$25.7K +72 +2%
SWP
2342
Strategic Wealth Partners
Ohio
$1.1M +$373K +1,043 +54%
MPW
2343
Magnolia Private Wealth
Pennsylvania
$1.1M -$117K -327 -10%
WLPWM
2344
Walled Lake Planning & Wealth Management
Illinois
$1.1M +$2.86K +8 +0.3%
S
2345
Sachetta
Massachusetts
$1.1M +$366K +1,023 +52%
RCG
2346
Ruane, Cunniff & Goldfarb
New York
$1.1M +$80.5K +225 +8%
IWA
2347
Inspirion Wealth Advisors
Illinois
$1.1M – – –
RPSA
2348
Richard P. Slaughter Associates
Texas
$1.1M -$92.6K -259 -8%
CF
2349
CBM Financial
Texas
$1.09M +$1.06M +2,968 New
LI
2350
LifeWealth Investments
Florida
$1.08M +$75.8K +212 +8%
92 93
94
95 96