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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
401
Courage Miller Partners
Virginia
$479K – – –
SCA
402
STALEY CAPITAL ADVISERS
Pennsylvania
$475K – – –
FNBT
403
FineMark National Bank & Trust
Florida
$472K -$32.2K -315 -6%
MBT
404
Montecito Bank & Trust
California
$469K +$5.11K +50 +1%
WIC
405
Woodmont Investment Counsel
Tennessee
$462K -$9.71K -95 -2%
EWA
406
EP Wealth Advisors
California
$448K +$148K +1,450 +49%
MCC
407
Mid Continent Capital
Illinois
$446K – – –
FTIOP
408
Fiduciary Trust International of Pennsylvania
Pennsylvania
$446K +$94.8K +927 +27%
LIC
409
Lodestar Investment Counsel
Illinois
$445K – – –
IAS
410
INR Advisory Services
Pennsylvania
$444K +$1.64K +16 +0.4%
WC
411
Woodstock Corp
Massachusetts
$443K – – –
FPCP
412
Fort Point Capital Partners
California
$438K – – –
WPP
413
Whalerock Point Partners
Rhode Island
$438K – – –
PFS
414
Prospera Financial Services
Texas
$436K +$15.9K +156 +4%
AMIM
415
Aull & Monroe Investment Management
Alabama
$435K – – –
SBH
416
Segall Bryant & Hamill
Illinois
$431K – – –
KAM
417
Keeley Asset Management
Illinois
$428K +$3.27K +32 +0.8%
CCG
418
Chatham Capital Group
Georgia
$423K -$102K -1,000 -19%
KIA
419
Kopp Investment Advisors
Minnesota
$395K – – –
WT
420
Whittier Trust
California
$395K – – –
ODCM
421
Old Dominion Capital Management
Virginia
$387K – – –
SWM
422
SVA Wealth Management
Wisconsin
$382K +$34.6K +338 +10%
DWM
423
Destination Wealth Management
California
$381K -$159K -1,551 -29%
CSIC
424
Clifford Swan Investment Counsel
California
$376K – – –
UAS
425
United Asset Strategies
New York
$373K -$72.1K -705 -16%
15 16
17
18 19