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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
401
Evercore Wealth Management
New York
$874K +$153K +1,398 +21%
WA
402
WealthTrust-Arizona
Arizona
$872K -$31.1K -285 -3%
OA
403
Oxbow Advisors
Texas
$841K – – –
SFM
404
Signature Financial Management
Virginia
$833K – – –
WT
405
Whittier Trust
California
$829K +$420K +3,850 +99%
EFS
406
Essex Financial Services
Connecticut
$825K +$319K +2,927 +61%
SKK
407
Shepherd Kaplan Krochuk
Massachusetts
$820K – – –
GI
408
Glovista Investments
New Jersey
$813K +$829K +7,600 New
BKBG
409
BHF Kleinwort Benson Group
Belgium
$810K -$134K -1,230 -14%
BFM
410
Boston Financial Management
Massachusetts
$802K +$294K +2,698 +56%
MA
411
MUFG Americas
New York
$801K +$83.7K +767 +11%
SFSG
412
Stearns Financial Services Group
North Carolina
$796K +$174K +1,592 +27%
PFPT
413
Pinnacle Financial Partners (Tennessee)
Tennessee
$789K +$22.8K +209 +3%
VST
414
Van Strum & Towne
California
$771K – – –
PA
415
Paracle Advisors
Washington
$763K -$236K -2,162 -23%
CFA
416
Carroll Financial Associates
North Carolina
$759K -$43K -394 -5%
FC
417
Financial Consulate
Maryland
$757K +$193K +1,770 +33%
REMPR
418
Roof Eidam Maycock Peralta (REMP)
California
$736K – – –
ST
419
Sageworth Trust
Pennsylvania
$729K +$50.5K +463 +7%
WA
420
Wealth Architects
California
$700K -$7.96K -73 -1%
GP
421
Girard Partners
Pennsylvania
$700K +$109 +1 +0%
LFA
422
Landmark Financial Advisors
Kentucky
$675K – – –
CANC
423
Culbertson A N & Co
Virginia
$669K – – –
AIS
424
American Investment Services
Massachusetts
$666K +$171K +1,565 +34%
KWMG
425
King Wealth Management Group
Florida
$664K +$2.51K +23 +0.4%
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