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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$155M +$50.9M +483,745 +48%
Goldman Sachs
27
Goldman Sachs
New York
$153M +$72.6M +689,474 +89%
WCM
28
Windham Capital Management
Massachusetts
$145M +$29.3M +278,501 +25%
PPFA
29
Provida Pension Fund Administrator
Chile
$139M – – –
AF
30
Allworth Financial
California
$133M -$6.75M -64,104 -5%
AEPG
31
American Economic Planning Group
New Jersey
$113M -$789K -7,492 -0.7%
GC
32
Gibson Capital
Pennsylvania
$108M -$24.9M -236,865 -19%
OIM
33
Opus Investment Management
Massachusetts
$107M +$2.84M +27,000 +3%
AI
34
Atria Investments
North Carolina
$105M -$782K -7,423 -0.7%
EFS
35
Edelman Financial Services
Virginia
$101M +$49.7M +472,219 +96%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$94.8M +$11.8M +112,371 +14%
JP Morgan Chase
37
JP Morgan Chase
New York
$89.8M -$6.43M -61,069 -7%
SHWM
38
Smith & Howard Wealth Management
Georgia
$88.5M +$3.98M +37,767 +5%
UCFA
39
United Capital Financial Advisors
Texas
$88.2M +$69M +655,274 +344%
RMC
40
Regis Management Company
California
$86.7M +$11.7M +111,227 +15%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$83.7M +$17.1M +161,996 +25%
SCM
42
SCS Capital Management
Massachusetts
$82.8M +$73.5M +698,023 +725%
FBFS
43
First Business Financial Services
Wisconsin
$80.6M -$10.8M -102,259 -12%
PAG
44
Private Advisor Group
New Jersey
$78M +$4.48M +42,542 +6%
K
45
Kemper
Illinois
$77.8M – – –
Ameriprise
46
Ameriprise
Minnesota
$70.5M +$9.91M +94,136 +16%
VCP
47
Vista Capital Partners
Oregon
$66.1M +$2.52M +23,919 +4%
AssetMark Inc
48
AssetMark Inc
California
$65.6M +$66.1M +627,580 +52,694%
LNC
49
Lincoln National Corp
Pennsylvania
$65.1M +$6.81M +64,619 +12%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$61.2M +$5.09M +48,308 +9%
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