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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
451
Goelzer Investment Management
Indiana
$912K +$107K +1,008 +13%
AWM
452
Altavista Wealth Management
North Carolina
$900K -$67K -632 -7%
CFA
453
Carroll Financial Associates
North Carolina
$898K – – –
MA
454
MUFG Americas
New York
$892K +$33.7K +318 +4%
WAM
455
Wealthspire Advisors (Maryland)
Maryland
$864K +$239K +2,251 +39%
BA
456
Bristlecone Advisors
Washington
$858K +$37.4K +353 +5%
MJP
457
Michael J. Puzo
$857K – – –
MWAC
458
Mariner Wealth Advisors (Cincinnati)
Ohio
$853K +$153K +1,447 +22%
I
459
IberiaBank
Louisiana
$846K -$15.4K -145 -2%
TG
460
Threshold Group
Washington
$843K -$153K -1,440 -15%
OA
461
Oxbow Advisors
Texas
$842K – – –
GBT
462
Grove Bank & Trust
Florida
$837K +$20.7K +195 +3%
CC
463
Cadinha & Co
Hawaii
$836K +$10.7K +101 +1%
PFPT
464
Pinnacle Financial Partners (Tennessee)
Tennessee
$832K -$212 -2 -0%
WI
465
Wintrust Investments
Illinois
$829K +$1.81M +17,065 New
NFG
466
Nations Financial Group
Iowa
$828K -$25.4K -240 -3%
SKK
467
Shepherd Kaplan Krochuk
Massachusetts
$821K – – –
GP
468
Girard Partners
Pennsylvania
$815K -$217K -2,047 -21%
OPCM
469
Osborne Partners Capital Management
California
$808K -$55.1K -520 -6%
MC
470
Mathes Company
New York
$806K – – –
BB
471
Busey Bank
Illinois
$792K -$43K -406 -5%
WA
472
WealthTrust-Arizona
Arizona
$787K +$82.9K +782 +12%
SIA
473
Spruce Investment Advisors
Connecticut
$785K -$64.3K -607 -8%
CCG
474
Chatham Capital Group
Georgia
$782K -$81.2K -766 -10%
SFSG
475
Stearns Financial Services Group
North Carolina
$762K -$7.53K -71 -1%
17 18
19
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