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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
2351
Cape Cod Five Cents Savings Bank
Massachusetts
$281K -$291K -1,317 -53%
SPFA
2352
Summit Place Financial Advisors
New Jersey
$280K -$71.8K -325 -22%
CC
2353
Callan Capital
California
$278K +$221 +1 +0.1%
PG
2354
Prostatis Group
Maryland
$277K – – –
LG
2355
LaFleur & Godfrey
Michigan
$277K -$33.6K -152 -12%
AWM
2356
Able Wealth Management
New Jersey
$277K +$258K +1,167 New
RTC
2357
Riverview Trust Company
Washington
$276K – – –
PWS
2358
Private Wealth Strategies
Ohio
$276K +$1.1K +5 +0.4%
CISOA
2359
Capital Investment Services of America
Wisconsin
$276K -$6.63K -30 -3%
SMWM
2360
Silvia McColl Wealth Management
California
$276K – – –
BCM
2361
BluePath Capital Management
Georgia
$275K -$195K -882 -43%
ARG
2362
Advisory Resource Group
Oklahoma
$275K +$1.55K +7 +0.6%
MFG
2363
MidWestOne Financial Group
Iowa
$275K – – –
EWA
2364
Elevate Wealth Advisory
Georgia
$274K +$256K +1,157 New
DWM
2365
Darwin Wealth Management
Florida
$273K -$328K -1,483 -56%
RCG
2366
Regatta Capital Group
California
$270K +$17K +77 +7%
PRI
2367
Prepared Retirement Institute
Pennsylvania
$270K +$252K +1,139 New
WAM
2368
Walker Asset Management
Missouri
$270K – – –
CCB
2369
Cutter & Co Brokerage
Missouri
$269K +$442 +2 +0.2%
LA
2370
Lifeworks Advisors
Michigan
$269K -$3.98K -18 -2%
WMP
2371
Wealth Management Partners
Arizona
$269K +$442 +2 +0.2%
WF
2372
Welch & Forbes
Massachusetts
$269K – – –
PCS
2373
Private Client Services
Kentucky
$269K +$250K +1,133 New
FF
2374
Financial Futures
New Jersey
$269K +$1.1K +5 +0.4%
UA
2375
Unison Advisors
District of Columbia
$268K +$250K +1,132 New
93 94
95
96 97