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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
JDLA
2426
J. Derek Lewis & Associates
California
$998K +$129K +362 +16%
MW
2427
Mueller Wealth
Wisconsin
$998K +$1.07K +3 +0.1%
OCM
2428
Orleans Capital Management
Louisiana
$998K – – –
KOC
2429
Koss-Olinger Consulting
Florida
$996K +$1.43K +4 +0.1%
PIA
2430
Polaris Investment Advisors
Massachusetts
$995K -$20.4K -57 -2%
SVWG
2431
Shared Vision Wealth Group
United States
$993K – – –
EA
2432
Evergreen Advisors
Tennessee
$988K +$2.5K +7 +0.3%
FSWA
2433
Financial Synergies Wealth Advisors
Texas
$987K -$206K -576 -18%
IDA
2434
Intelligence Driven Advisers
California
$986K +$12.5K +35 +1%
MCM
2435
MidAtlantic Capital Management
Virginia
$986K -$8.58K -24 -0.9%
BBWP
2436
Beacon Bridge Wealth Partners
Pennsylvania
$986K +$727K +2,034 +323%
PIWA
2437
Prevail Innovative Wealth Advisors
Kansas
$984K -$198K -555 -17%
OCM
2438
Orion Capital Management
California
$983K +$62.6K +175 +7%
CLA
2439
Carnegie Lake Advisors
New Jersey
$979K +$715 +2 +0.1%
SC
2440
Sawyer & Company
Massachusetts
$979K -$181K -506 -16%
PFG
2441
PAX Financial Group
Texas
$978K +$56.5K +158 +6%
IHL
2442
Investment House LLC
California
$978K +$945K +2,642 New
CS
2443
Clear Street
New York
$975K +$943K +2,636 New
AGA
2444
Arkos Global Advisors
Texas
$973K +$21.1K +59 +2%
GA
2445
GFS Advisors
Texas
$973K +$1.38M +3,873 +8%
PNFS
2446
PW Nova Financial Services
Pennsylvania
$970K -$24K -67 -2%
JIG
2447
Junk Investment Group
Maryland
$969K +$1.43K +4 +0.2%
RFO
2448
RiverGlades Family Offices
Florida
$968K -$76.9K -215 -8%
CWA
2449
Cornerstone Wealth Advisors
Minnesota
$966K -$126K -351 -12%
GBFG
2450
Gerald Baker Financial Group
Texas
$965K +$99.8K +279 +12%
96 97
98
99 100