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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
301
Boltwood Capital Management
California
$948K +$263K +2,744 +39%
STI
302
Susquehanna Trust & Investment
Pennsylvania
$918K – – –
FHC
303
First Heartland Consultants
Missouri
$917K +$901K +9,412 New
FA
304
Financial Advantage
Maryland
$899K +$883K +9,222 New
BBPWM
305
Blue Bell Private Wealth Management
Pennsylvania
$890K – – –
VKH
306
Virtu KCG Holdings
New York
$887K +$871K +9,100 New
AAM
307
Autus Asset Management
Arizona
$879K +$70.2K +733 +9%
CCM
308
Catawba Capital Management
Virginia
$875K -$211K -2,208 -20%
EA
309
Evanston Advisors
Illinois
$874K – – –
LPT
310
Legacy Private Trust
Wisconsin
$868K -$61.9K -646 -7%
WPIC
311
White Pine Investment Company
Michigan
$861K +$393K +4,100 +87%
AA
312
Apriem Advisors
California
$846K -$10.1K -106 -1%
ONB
313
Old National Bancorp
Indiana
$846K – – –
GIM
314
Goelzer Investment Management
Indiana
$846K +$103K +1,078 +14%
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$837K -$23.9K -250 -3%
MC
316
Mathes Company
New York
$831K +$140K +1,465 +21%
TYCC
317
Texas Yale Capital Corp
Florida
$820K – – –
HFS
318
HL Financial Services
Kentucky
$808K +$34.6K +361 +5%
HCMT
319
Highland Capital Management (Tennessee)
Tennessee
$803K +$789K +8,238 New
WIC
320
Woodmont Investment Counsel
Tennessee
$802K +$76.6K +800 +11%
HL
321
HeadInvest LLC
Maine
$798K +$37.3K +390 +5%
OA
322
Oxbow Advisors
Texas
$766K – – –
WB
323
WesBanco Bank
West Virginia
$755K +$742K +7,748 New
SKK
324
Shepherd Kaplan Krochuk
Massachusetts
$747K – – –
WAS
325
Winch Advisory Services
Wisconsin
$744K +$731K +7,634 New
11 12
13
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