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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
276
Private Trust Company
Ohio
$2.49M +$49K +459 +2%
WA
277
Winfield Associates
Ohio
$2.48M -$50.2K -470 -2%
RWM
278
Raffa Wealth Management
District of Columbia
$2.47M +$300K +2,812 +14%
BPC
279
Banque Pictet & Cie
Switzerland
$2.47M -$166K -1,550 -6%
TFF
280
The Family Firm
Maryland
$2.42M – – –
CAL
281
Capital Advisors Ltd
Ohio
$2.42M +$49.4K +463 +2%
LJHT
282
Laurie J. Hall Trustee
$2.36M – – –
DAS
283
Dynamic Advisor Solutions
Arizona
$2.36M +$326K +3,051 +16%
OA
284
Outfitter Advisors
Virginia
$2.34M +$427K +3,997 +22%
BTS
285
BB&T Securities
Virginia
$2.3M +$1.69M +15,830 +282%
SSWM
286
Sheets Smith Wealth Management
North Carolina
$2.26M +$137K +1,280 +6%
SPC
287
Sigma Planning Corp
Michigan
$2.26M +$232K +2,169 +11%
LPT
288
Legacy Private Trust
Wisconsin
$2.22M +$57.9K +542 +3%
HTC
289
Haverford Trust Company
Pennsylvania
$2.21M +$114K +1,063 +5%
BFG
290
Bouchey Financial Group
New York
$2.19M -$23K -215 -1%
CCM
291
CrestPoint Capital Management
Missouri
$2.19M +$2.18M +20,400 New
NFG
292
Next Financial Group
Texas
$2.15M +$813K +7,611 +61%
CCM
293
Context Capital Management
California
$2.15M +$2.14M +20,000 New
KA
294
Kovack Advisors
Florida
$2.12M +$128K +1,195 +6%
PFS
295
Prospera Financial Services
Texas
$2.1M +$1.25M +11,737 +149%
ICOA
296
Investment Centers of America
North Dakota
$2.1M +$659K +6,169 +46%
PFM
297
Phillips Financial Management
Indiana
$2.1M -$76.8K -719 -4%
NAMP
298
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.05M +$125K +1,170 +7%
NFG
299
Noven Financial Group
Colorado
$2.02M +$89.5K +838 +5%
SHGA
300
Sand Hill Global Advisors
California
$1.99M +$15.7K +147 +0.8%
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