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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2401
Crabel Capital Management
California
$560K -$14.2K -49 -2%
FSA
2402
Financial Security Advisor
Virginia
$558K +$33.4K +115 +6%
SN
2403
Sittner & Nelson
Oregon
$557K +$300K +1,034 +104%
WF
2404
Welch & Forbes
Massachusetts
$557K +$872 +3 +0.1%
4WM
2405
4J Wealth Management
Virginia
$557K – – –
AA
2406
Apriem Advisors
California
$556K -$3.78K -13 -0.6%
NRW
2407
Nova R Wealth
Kansas
$556K +$3.78K +13 +0.6%
CWM
2408
Cadence Wealth Management
Massachusetts
$555K +$4.36K +15 +0.7%
CF
2409
Claris Financial
Virginia
$554K – – –
NW
2410
Naviter Wealth
Arkansas
$554K -$14.5K -50 -2%
DPW
2411
DiNuzzo Private Wealth
Pennsylvania
$552K +$2.32K +8 +0.4%
PTP
2412
Platform Technology Partners
New York
$551K -$79.6K -274 -12%
CWM
2413
Core Wealth Management
Florida
$550K +$8.13K +28 +1%
MSR
2414
Main Street Research
Connecticut
$549K -$233K -803 -29%
AAA
2415
AG Asset Advisory
California
$548K -$69.1K -238 -11%
SWA
2416
SOA Wealth Advisors
New York
$547K +$1.45K +5 +0.3%
DAM
2417
Deltec Asset Management
New York
$545K – – –
NCM
2418
New Capital Management
Texas
$545K +$576K +1,983 New
GKIM
2419
GW&K Investment Management
Massachusetts
$543K +$420K +1,445 +274%
TFP
2420
Traction Financial Partners
Wyoming
$542K -$3.2K -11 -0.6%
WN
2421
Williams & Novak
California
$541K -$126K -432 -18%
MFGM
2422
Marshall Financial Group (Maryland)
Maryland
$540K +$252K +869 +79%
MBT
2423
Montecito Bank & Trust
California
$540K -$37.8K -130 -6%
LWM
2424
Lyell Wealth Management
California
$540K – – –
CWMA
2425
Capstone Wealth Management (Alabama)
Alabama
$540K +$96.2K +331 +20%
95 96
97
98 99