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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Concert Wealth Management
California
$796K +$161K +1,504 +15%
VST
402
Van Strum & Towne
California
$772K +$53.4K +500 +7%
PFPT
403
Pinnacle Financial Partners (Tennessee)
Tennessee
$769K +$6.94K +65 +0.9%
FSC
404
Fiduciary Services Corp
Georgia
$738K +$372K +3,485 +103%
REMPR
405
Roof Eidam Maycock Peralta (REMP)
California
$737K – – –
LRPA
406
L. Roy Papp & Associates
Arizona
$729K -$51.9K -486 -7%
EWM
407
Evercore Wealth Management
New York
$727K +$206K +1,932 +40%
MA
408
MUFG Americas
New York
$721K +$71.6K +670 +11%
WA
409
Wealth Architects
California
$709K -$50.5K -473 -7%
BCM
410
BTR Capital Management
California
$705K +$171K +1,600 +32%
GP
411
Girard Partners
Pennsylvania
$702K +$72.1K +675 +12%
GIM
412
Goelzer Investment Management
Indiana
$692K +$26.6K +249 +4%
ST
413
Sageworth Trust
Pennsylvania
$680K -$145K -1,353 -18%
LFA
414
Landmark Financial Advisors
Kentucky
$677K – – –
CANC
415
Culbertson A N & Co
Virginia
$671K – – –
OPCM
416
Osborne Partners Capital Management
California
$667K -$215K -2,016 -24%
KWMG
417
King Wealth Management Group
Florida
$663K -$211K -1,972 -24%
FNB
418
Farmers National Bank
Kentucky
$660K – – –
BRWA
419
B. Riley Wealth Advisors
Florida
$652K -$145K -1,362 -18%
TIM
420
Tortoise Investment Management
New York
$650K +$401K +3,751 +162%
SF
421
Synovus Financial
Georgia
$649K +$41.1K +385 +7%
RG
422
Rathbones Group
United Kingdom
$648K +$89.2K +835 +16%
RFA
423
Reilly Financial Advisors
California
$646K +$643K +6,021 New
FPCP
424
Fort Point Capital Partners
California
$638K -$9.4K -88 -1%
BJ
425
Brouwer & Janachowski
California
$638K – – –
15 16
17
18 19