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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DG
451
Davidson & Garrard
Virginia
$547K +$134K +1,281 +30%
KSA
452
Ken Stern & Associates
California
$542K +$576K +5,491 New
FWCM
453
First Western Capital Management
California
$539K – – –
PA
454
Planning Alternatives
Michigan
$537K -$31.9K -304 -5%
WA
455
WFG Advisors
Texas
$533K +$168K +1,600 +42%
CCM
456
Covington Capital Management
California
$519K -$2.62K -25 -0.5%
LI
457
LMCG Investments
Massachusetts
$518K +$551K +5,250 New
PIM
458
Penobscot Investment Management
Massachusetts
$515K +$12.6K +120 +2%
GG
459
Gofen & Glossberg
Illinois
$514K +$134K +1,272 +32%
CIC
460
Cornercap Investment Counsel
Georgia
$513K – – –
RT
461
Rockland Trust
Massachusetts
$512K – – –
OC
462
Oppenheimer & Co
New York
$507K +$53.5K +510 +11%
RPGK
463
Retirement Planning Group (Kansas)
Kansas
$502K +$21.9K +209 +4%
ABP
464
Arthur B. Page
$498K – – –
IC
465
Iconiq Capital
California
$496K – – –
MKC
466
M. Kraus & Co
Vermont
$494K – – –
CFB
467
Cullen/Frost Bankers
Texas
$489K -$8.92K -85 -2%
HI
468
Hudock Inc
Pennsylvania
$485K +$12.1K +115 +2%
FANJ
469
Financial Architects (New Jersey)
New Jersey
$483K +$5.67K +54 +1%
BFO
470
Boston Family Office
Massachusetts
$481K – – –
ST
471
Smithfield Trust
Pennsylvania
$478K -$1.36K -13 -0.3%
RW
472
Rand Wealth
Maryland
$478K – – –
BCA
473
Bernzott Capital Advisors
California
$474K +$69.3K +660 +16%
S
474
SignatureFD
Georgia
$461K +$365K +3,473 +290%
RFA
475
Reilly Financial Advisors
California
$460K -$49.7K -473 -9%
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