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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
426
Quantres Asset Management
Cayman Islands
$529K -$24.5K -237 -5%
IC
427
Iconiq Capital
California
$529K +$291K +2,811 +129%
PCMC
428
Paragon Capital Management (Colorado)
Colorado
$528K -$9.31K -90 -2%
BCM
429
BTR Capital Management
California
$527K – – –
CCM
430
Covington Capital Management
California
$526K -$4.66K -45 -0.9%
BFO
431
Boston Family Office
Massachusetts
$521K -$5.17K -50 -1%
RW
432
Rand Wealth
Maryland
$521K -$4.97K -48 -1%
WPP
433
Whalerock Point Partners
Rhode Island
$520K +$59.7K +577 +13%
CFS
434
Commonwealth Financial Services
West Virginia
$515K +$503K +4,862 New
ST
435
Smithfield Trust
Pennsylvania
$514K +$7.87K +76 +2%
EWM
436
Evercore Wealth Management
New York
$513K -$84.1K -813 -14%
SFS
437
Strategic Financial Services
New York
$512K +$144K +1,390 +40%
HI
438
Hudock Inc
Pennsylvania
$509K – – –
BFM
439
Boston Financial Management
Massachusetts
$508K +$496K +4,795 New
FNBT
440
FineMark National Bank & Trust
Florida
$506K +$11.6K +112 +2%
IFS
441
Ifrah Financial Services
Arkansas
$504K -$9.31K -90 -2%
CMP
442
Courage Miller Partners
Virginia
$502K – – –
WIC
443
Woodmont Investment Counsel
Tennessee
$499K +$15.5K +150 +3%
SCA
444
STALEY CAPITAL ADVISERS
Pennsylvania
$497K – – –
AIS
445
American Investment Services
Massachusetts
$493K -$32.4K -313 -6%
MMPW
446
Mitchell McLeod Pugh & Williams
Alabama
$491K +$480K +4,636 New
GHA
447
GW Henssler & Associates
Georgia
$486K +$475K +4,586 New
CFA
448
CT Financial Advisors
Pennsylvania
$485K +$474K +4,576 New
FTIOP
449
Fiduciary Trust International of Pennsylvania
Pennsylvania
$483K +$16.2K +157 +4%
CPA
450
Capital Planning Advisors
California
$483K +$472K +4,558 New
16 17
18
19 20