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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
2351
EWA LLC
Pennsylvania
$711K +$316 +1 +0%
MBT
2352
Montecito Bank & Trust
California
$710K +$684K +2,165 New
WIP
2353
WealthCare Investment Partners
Rhode Island
$709K -$2.53K -8 -0.4%
MPWS
2354
McCarter Private Wealth Services
Massachusetts
$709K – – –
UFF
2355
USA Financial Formulas
Michigan
$708K -$140K -444 -17%
RFS
2356
Richardson Financial Services
Massachusetts
$708K – – –
V
2357
ViaWealth
Kansas
$708K +$34.7K +110 +5%
AC
2358
Anson Capital
Georgia
$707K +$28.7K +91 +4%
BWP
2359
Baldwin Wealth Partners
Massachusetts
$706K – – –
HIMS
2360
Hager Investment Management Services
New Hampshire
$705K – – –
AWM
2361
Able Wealth Management
New Jersey
$705K -$106K -335 -13%
SWA
2362
Strata Wealth Advisors
Texas
$704K -$87.5K -277 -11%
VIP
2363
Vantage Investment Partners
Missouri
$704K – – –
AWM
2364
Ariadne Wealth Management
California
$700K – – –
FOR
2365
Family Office Research
Maryland
$697K +$1.58K +5 +0.2%
AIA
2366
Accelerate Investment Advisors
California
$697K -$499K -1,579 -43%
MA
2367
MKT Advisors
California
$696K +$5.69K +18 +0.9%
CFCI
2368
Comprehensive Financial Consultants Institutional
Indiana
$696K -$169K -535 -20%
MAM
2369
MMA Asset Management
Pennsylvania
$694K +$11.4K +36 +2%
CW
2370
Curio Wealth
Maryland
$691K -$47.1K -149 -7%
NRW
2371
Nova R Wealth
Kansas
$691K +$18K +57 +3%
OFP
2372
OFC Financial Planning
New Jersey
$691K – – –
CWM
2373
Cordatus Wealth Management
Pennsylvania
$686K – – –
HCP
2374
Holt Capital Partners
Texas
$685K – – –
FFM
2375
Flagstone Financial Management
Nebraska
$685K +$6.95K +22 +1%
93 94
95
96 97