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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
2401
Godshalk Welsh Capital Management
Pennsylvania
$290K – – –
NCM
2402
Nelson Capital Management
California
$290K – – –
GFP
2403
Guardian Financial Partners
California
$290K +$990 +4 +0.4%
CASC
2404
Coppell Advisory Solutions Corp
Texas
$289K +$275K +1,113 New
CL
2405
Cabana LLC
Arkansas
$288K +$274K +1,108 New
LWANC
2406
Laurel Wealth Advisors (North Carolina)
North Carolina
$286K – – –
CL
2407
COWA LLC
Oklahoma
$285K – – –
CCB
2408
Cutter & Co Brokerage
Missouri
$285K -$9.4K -38 -3%
DCM
2409
Donaldson Capital Management
Indiana
$283K +$7.42K +30 +3%
SHF
2410
Stage Harbor Financial
Massachusetts
$283K – – –
RWM
2411
Revisor Wealth Management
Ohio
$283K +$275K +1,112 New
WBC
2412
West Branch Capital
Massachusetts
$283K -$26K -105 -9%
SC
2413
Schiavi & Co
Delaware
$281K – – –
TA
2414
TrueWealth Advisors
Alabama
$281K -$9.15K -37 -3%
FAM
2415
Forte Asset Management
New York
$281K – – –
AC
2416
Arjuna Capital
North Carolina
$281K +$267K +1,080 New
SAM
2417
Strategy Asset Managers
California
$280K – – –
MA
2418
MKT Advisors
California
$280K +$495 +2 +0.2%
PWS
2419
Private Wealth Strategies
Ohio
$279K -$22.3K -90 -8%
BI
2420
Ballast Inc
Kentucky
$279K +$265K +1,072 New
I
2421
IMPACTfolio
Colorado
$278K – – –
MKA
2422
M. Kulyk & Associates
Georgia
$277K -$10.1K -41 -4%
NCM
2423
Narwhal Capital Management
Georgia
$276K -$1.24K -5 -0.5%
CRWM
2424
Castle Rock Wealth Management
California
$274K +$990 +4 +0.4%
TPWA
2425
TRUE Private Wealth Advisors
Oregon
$274K +$19.1K +77 +8%
95 96
97
98 99