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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
376
Courage Miller Partners
Virginia
$462K – – –
WC
377
Whitnell & Co
Illinois
$458K – – –
OPCM
378
Osborne Partners Capital Management
California
$457K +$124K +1,300 +38%
MBT
379
Montecito Bank & Trust
California
$456K -$78.6K -821 -15%
WC
380
Woodstock Corp
Massachusetts
$446K -$79K -825 -15%
PFS
381
Prospera Financial Services
Texas
$445K +$36.9K +385 +9%
PIM
382
Provident Investment Management
Michigan
$445K +$437K +4,568 New
AMIM
383
Aull & Monroe Investment Management
Alabama
$438K – – –
IAS
384
INR Advisory Services
Pennsylvania
$434K +$10.5K +110 +3%
CSIC
385
Clifford Swan Investment Counsel
California
$430K -$37.1K -388 -8%
MCC
386
Mid Continent Capital
Illinois
$427K +$3.83K +40 +0.9%
FPCP
387
Fort Point Capital Partners
California
$422K -$313K -3,268 -43%
WPP
388
Whalerock Point Partners
Rhode Island
$422K +$9.57K +100 +2%
BRWM
389
B. Riley Wealth Management
Tennessee
$422K +$414K +4,326 New
BWM
390
Braver Wealth Management
Massachusetts
$414K +$1.05K +11 +0.3%
EVM
391
Eaton Vance Management
Massachusetts
$411K +$9.57K +100 +2%
PFM
392
PacWest Financial Management
Arizona
$404K -$649K -6,778 -62%
RW
393
Rand Wealth
Maryland
$398K +$66.5K +695 +21%
BCM
394
BTR Capital Management
California
$390K – – –
KIA
395
Kopp Investment Advisors
Minnesota
$380K – – –
WT
396
Whittier Trust
California
$380K – – –
MJRIC
397
Mogy Joel R Investment Counsel
California
$379K – – –
ODCM
398
Old Dominion Capital Management
Virginia
$373K +$1.53K +16 +0.4%
PGFC
399
Peapack-Gladstone Financial Corp
New Jersey
$360K +$354K +3,695 New
BB
400
Busey Bank
Illinois
$356K – – –
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