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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
451
Eastern Bank
Massachusetts
$244K – – –
DAM
452
Deltec Asset Management
New York
$240K – – –
SGCA
453
Steel Grove Capital Advisors
Tennessee
$239K -$108K -1,092 -32%
DSC
454
Duncker Streett & Co
Missouri
$237K +$887 +9 +0.4%
MA
455
Montag & Associates
Georgia
$232K – – –
FANJ
456
Financial Architects (New Jersey)
New Jersey
$226K +$219K +2,218 New
NIM
457
Northeast Investment Management
Massachusetts
$224K -$8.57K -87 -4%
IC
458
Iconiq Capital
California
$222K – – –
BWFA
459
Baltimore-Washington Financial Advisors
Maryland
$221K +$23.7K +240 +12%
PWW
460
Pettyjohn Wood & White
Virginia
$221K +$214K +2,175 New
T
461
Thomaspartners
Massachusetts
$214K -$35.1K -356 -14%
LA
462
Lynch & Associates
Indiana
$214K – – –
CL
463
CPWM LLC
Washington
$213K +$789 +8 +0.4%
BFIC
464
Bedell Frazier Investment Counselling
California
$211K -$9.86K -100 -5%
RP
465
Riverbridge Partners
Minnesota
$211K +$204K +2,072 New
WPW
466
Waldron Private Wealth
Pennsylvania
$210K +$203K +2,064 New
GIP
467
Greatmark Investment Partners
Georgia
$207K +$200K +2,030 New
AHB
468
Abner Herrman & Brock
New Jersey
$204K -$24.6K -250 -11%
WI
469
Wedgewood Investors
Pennsylvania
$202K +$195K +1,981 New
EIM
470
Emerson Investment Management
Massachusetts
$200K +$194K +1,964 New
PMFA
471
Plante Moran Financial Advisors
Michigan
$192K +$74.3K +754 +66%
TIM
472
Tortoise Investment Management
New York
$191K -$38K -386 -17%
WTC
473
WhitTier Trust Company
Nevada
$191K +$48.8K +495 +36%
LWCFA
474
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$189K – – –
BRWA
475
B. Riley Wealth Advisors
Florida
$184K +$179K +1,816 +35%
17 18
19
20 21