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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$542K – – –
LSA
452
Liberty Street Advisors
New York
$541K +$539K +5,047 New
SWM
453
SVA Wealth Management
Wisconsin
$540K +$134K +1,258 +33%
IC
454
Iconiq Capital
California
$536K – – –
WPP
455
Whalerock Point Partners
Rhode Island
$536K +$9.83K +92 +2%
BFO
456
Boston Family Office
Massachusetts
$527K – – –
RW
457
Rand Wealth
Maryland
$525K -$1.07K -10 -0.2%
ST
458
Smithfield Trust
Pennsylvania
$520K – – –
BUB
459
BBVA USA Bancshares
Texas
$516K +$71.9K +673 +16%
HI
460
Hudock Inc
Pennsylvania
$515K – – –
BFM
461
Boston Financial Management
Massachusetts
$514K – – –
CMP
462
Courage Miller Partners
Virginia
$513K +$5.34K +50 +1%
EFS
463
Essex Financial Services
Connecticut
$513K +$511K +4,780 New
WIC
464
Woodmont Investment Counsel
Tennessee
$505K – – –
SCA
465
STALEY CAPITAL ADVISERS
Pennsylvania
$503K – – –
WI
466
WBI Investments
New Jersey
$499K -$43.7K -409 -8%
AIS
467
American Investment Services
Massachusetts
$499K – – –
MMPW
468
Mitchell McLeod Pugh & Williams
Alabama
$499K +$1.92K +18 +0.4%
CFA
469
CT Financial Advisors
Pennsylvania
$492K +$961 +9 +0.2%
BDF
470
Balasa Dinverno & Foltz
$487K +$24.6K +230 +5%
PVH
471
Psagot Value Holdings
Israel
$485K -$446K -4,178 -48%
FTIOP
472
Fiduciary Trust International of Pennsylvania
Pennsylvania
$485K -$4.38K -41 -0.9%
IFS
473
Ifrah Financial Services
Arkansas
$483K -$26.8K -251 -5%
PWMAG
474
Pinnacle Wealth Management Advisory Group
New Jersey
$482K +$131K +1,225 +37%
EWA
475
EP Wealth Advisors
California
$474K +$130K +1,221 +38%
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