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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2451
Keebeck Wealth Management
Illinois
$536K +$93.4K +320 +21%
BWM
2452
BCGM Wealth Management
Indiana
$534K – – –
LC
2453
Legacy CG
Texas
$533K – – –
SWP
2454
Significant Wealth Partners
Illinois
$533K +$537K +1,839 New
RP
2455
Riverbridge Partners
Minnesota
$533K +$204K +699 +61%
IWMA
2456
Ironwood Wealth Management (Arizona)
Arizona
$532K -$53.4K -183 -9%
AFM
2457
Aspetuck Financial Management
Connecticut
$531K +$534K +1,831 New
RFS
2458
Retirement Financial Solutions
Tennessee
$531K +$3.5K +12 +0.7%
TWM
2459
Thrive Wealth Management
Pennsylvania
$530K +$24.5K +84 +5%
HCM
2460
HMS Capital Management
Tennessee
$530K – – –
FOR
2461
Family Office Research
Maryland
$529K +$532K +1,825 New
WF
2462
Wayfinding Financial
Washington
$529K +$532K +1,825 New
CCM
2463
Chilton Capital Management
Texas
$529K – – –
BHWM
2464
Bar Harbor Wealth Management
New Hampshire
$529K – – –
HFRG
2465
Houlihan Financial Resource Group
Virginia
$528K – – –
WA
2466
WESPAC Advisors
California
$527K +$201K +689 +61%
WAG
2467
Wheelhouse Advisory Group
Missouri
$527K +$35.9K +123 +7%
RCYC
2468
Richard C. Young & Co
Rhode Island
$526K -$70.3K -241 -12%
RMF
2469
Red Mountain Financial
Colorado
$526K +$17.5K +60 +3%
SIS
2470
Sound Income Strategies
Florida
$525K +$61.6K +211 +13%
CFG
2471
Chapman Financial Group
Hawaii
$524K +$528K +1,809 New
KFGG
2472
Keystone Financial Group (Georgia)
Georgia
$524K +$528K +1,809 New
MG
2473
McHugh Group
Ohio
$522K +$525K +1,800 New
RWM
2474
Revisor Wealth Management
Ohio
$520K +$142K +487 +38%
CCG
2475
Catalina Capital Group
California
$519K +$149K +512 +40%
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99
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