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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
401
Legacy Capital Partners
Wisconsin
$354K -$10.1K -110 -3%
UAS
402
United Asset Strategies
New York
$353K +$113K +1,225 +50%
BB
403
Busey Bank
Illinois
$350K – – –
GIP
404
Greatmark Investment Partners
Georgia
$348K +$32.2K +350 +11%
RC
405
Roundview Capital
New Jersey
$343K +$38.6K +420 +13%
FNBOO
406
First National Bank of Omaha
Nebraska
$342K -$12.7K -138 -4%
SIC
407
Salem Investment Counselors
North Carolina
$326K – – –
CL
408
CPWM LLC
Washington
$325K +$2.85K +31 +0.9%
RW
409
Rand Wealth
Maryland
$325K +$22.2K +241 +8%
OPCM
410
Osborne Partners Capital Management
California
$325K +$311K +3,385 New
FCIM
411
Fairview Capital Investment Management
California
$325K +$311K +3,386 New
SWM
412
SVA Wealth Management
Wisconsin
$325K +$312K +3,391 New
CW
413
Cobiz Wealth
Colorado
$323K -$1.1K -12 -0.4%
PSI
414
Pinnacle Summer Investments
Virginia
$323K +$243K +2,640 +363%
EHPM
415
Emery Howard Portfolio Management
California
$322K +$4.51K +49 +1%
KAM
416
Keeley Asset Management
Illinois
$321K – – –
CWM
417
Cabot Wealth Management
Massachusetts
$318K +$15.1K +164 +5%
BFIM
418
Beese Fulmer Investment Management
Ohio
$317K +$304K +3,300 New
QCMNJ
419
Quantum Capital Management (New Jersey)
New Jersey
$316K +$8.74K +95 +3%
MFP
420
Mosaic Financial Partners
California
$315K -$8.74K -95 -3%
WWM
421
Willingdon Wealth Management
North Carolina
$315K +$302K +3,280 New
EB
422
Eastern Bank
Massachusetts
$307K – – –
TCM
423
TD Capital Management
Tennessee
$302K -$460 -5 -0.2%
FFSOTS
424
Fiduciary Financial Services of The Southwest
Texas
$302K – – –
HCP
425
Holt Capital Partners
Texas
$300K +$287K +3,123 New
15 16
17
18 19