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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
376
Chatham Capital Group
Georgia
$527K – – –
BCM
377
BTR Capital Management
California
$524K +$113K +1,150 +29%
CCM
378
Covington Capital Management
California
$516K -$96.1K -975 -16%
AIS
379
American Investment Services
Massachusetts
$516K -$28.3K -287 -5%
BFO
380
Boston Family Office
Massachusetts
$506K -$6.6K -67 -1%
FNBT
381
FineMark National Bank & Trust
Florida
$506K +$169K +1,716 +53%
IFS
382
Ifrah Financial Services
Arkansas
$502K -$63.7K -646 -12%
HI
383
Hudock Inc
Pennsylvania
$489K – – –
CMP
384
Courage Miller Partners
Virginia
$482K – – –
SCA
385
STALEY CAPITAL ADVISERS
Pennsylvania
$477K +$462K +4,687 New
WIC
386
Woodmont Investment Counsel
Tennessee
$474K -$352K -3,575 -43%
CFA
387
Carroll Financial Associates
North Carolina
$467K -$34.9K -354 -7%
MBT
388
Montecito Bank & Trust
California
$466K -$9.86K -100 -2%
MCC
389
Mid Continent Capital
Illinois
$448K +$2.46K +25 +0.6%
LIC
390
Lodestar Investment Counsel
Illinois
$447K -$39.4K -400 -8%
UAS
391
United Asset Strategies
New York
$446K +$432K +4,385 New
WC
392
Woodstock Corp
Massachusetts
$445K -$19.7K -200 -4%
IAS
393
INR Advisory Services
Pennsylvania
$444K -$7.98K -81 -2%
FPCP
394
Fort Point Capital Partners
California
$441K – – –
BRWM
395
B. Riley Wealth Management
Tennessee
$440K – – –
WPP
396
Whalerock Point Partners
Rhode Island
$440K – – –
AMIM
397
Aull & Monroe Investment Management
Alabama
$437K -$19.7K -200 -4%
SBH
398
Segall Bryant & Hamill
Illinois
$434K -$152K -1,539 -27%
KAM
399
Keeley Asset Management
Illinois
$427K -$83.8K -850 -17%
PFS
400
Prospera Financial Services
Texas
$423K -$40.8K -414 -9%
14 15
16
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