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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
351
Fiduciary Trust
Massachusetts
$22.7M +$228K +1,015 +1%
CGA
352
Crescent Grove Advisors
Illinois
$22.6M +$1.49M +6,635 +7%
NEPWA
353
New England Private Wealth Advisors
Massachusetts
$22.5M -$212M -944,308 -91%
AWM
354
AllSquare Wealth Management
New York
$22.4M -$526K -2,337 -2%
HSA
355
HBK Sorce Advisory
Pennsylvania
$22.3M -$1.24M -5,499 -5%
STA
356
Summit Trail Advisors
New York
$22.2M -$1.11M -4,929 -5%
BFS
357
Beacon Financial Strategies
North Carolina
$22.2M +$1.23M +5,464 +6%
FCH
358
Freestone Capital Holdings
Washington
$22M +$4.76M +21,165 +28%
FPOC
359
Financial Planners of Cleveland
Ohio
$22M +$16.5M +73,218 +311%
RFA
360
Radnor Financial Advisors
Pennsylvania
$22M +$172K +766 +0.8%
IA
361
IFG Advisory
Georgia
$21.9M +$2.04M +9,070 +10%
BB
362
Bell Bank
North Dakota
$21.6M +$198K +882 +0.9%
RWM
363
Raffa Wealth Management
District of Columbia
$21.6M +$1.76M +7,809 +9%
BP
364
BBR Partners
New York
$21.6M +$11.9M +52,843 +126%
WCM
365
Washington Capital Management
Washington
$21.6M -$63K -280 -0.3%
GDP
366
Great Diamond Partners
Maine
$21.6M +$265K +1,179 +1%
CA
367
Cetera Advisors
Colorado
$21.5M +$4.33M +19,264 +26%
UOMF
368
University of Maryland Foundation
Maryland
$21.5M – – –
TFGT
369
TS Financial Group (TSFG)
Illinois
$21.3M +$566K +2,518 +3%
UOMF
370
University of Massachusetts Foundation
Massachusetts
$21.1M +$64.3K +286 +0.3%
5L
371
55I LLC
Massachusetts
$21.1M +$3.73M +16,608 +22%
HCC
372
Hirtle Callaghan & Co
Pennsylvania
$21M +$10.2M +45,435 +97%
EFG
373
Everhart Financial Group
Ohio
$21M -$55.1K -245 -0.3%
CCA
374
Cobblestone Capital Advisors
New York
$20.7M +$321K +1,429 +2%
SJL
375
Shayne & Jacobs LLC
Tennessee
$20.6M -$591K -2,630 -3%
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