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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
476
Mogy Joel R Investment Counsel
California
$370K – – –
UAS
477
United Asset Strategies
New York
$369K -$20.7K -200 -5%
WWM
478
Willingdon Wealth Management
North Carolina
$366K +$18.3K +177 +5%
HCP
479
Holt Capital Partners
Texas
$361K -$10.2K -99 -3%
GWCM
480
Godshalk Welsh Capital Management
Pennsylvania
$361K +$353K +3,408 New
FSC
481
Fiduciary Services Corp
Georgia
$360K +$31.6K +305 +10%
VA
482
Valmark Advisers
Ohio
$360K +$351K +3,395 New
SFT
483
Simmons First Trust
Arkansas
$360K +$352K +3,400 New
SIC
484
Salem Investment Counselors
North Carolina
$355K +$5.17K +50 +2%
NIM
485
Northeast Investment Management
Massachusetts
$353K +$117K +1,131 +51%
CL
486
CPWM LLC
Washington
$352K +$126K +1,222 +58%
MFP
487
Mosaic Financial Partners
California
$348K -$103 -1 -0%
CW
488
Cobiz Wealth
Colorado
$347K -$9.31K -90 -3%
PWMAG
489
Pinnacle Wealth Management Advisory Group
New Jersey
$347K +$339K +3,272 New
FA
490
FDx Advisors
Illinois
$346K -$2.33M -22,514 -87%
AA
491
Alesco Advisors
New York
$343K – – –
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$341K +$234K +2,265 +239%
FFSOTS
493
Fiduciary Financial Services of The Southwest
Texas
$340K +$6.21K +60 +2%
AIM
494
Acropolis Investment Management
Missouri
$339K +$55.4K +535 +20%
EWA
495
EP Wealth Advisors
California
$339K -$126K -1,221 -28%
CSIC
496
Clifford Swan Investment Counsel
California
$337K -$56K -541 -15%
DG
497
Davidson & Garrard
Virginia
$335K +$327K +3,160 New
CPA
498
Court Place Advisors
Maryland
$334K +$1.14K +11 +0.4%
MWM
499
Modera Wealth Management
New Jersey
$333K -$24.3K -235 -7%
PGFC
500
Peapack-Gladstone Financial Corp
New Jersey
$331K -$31K -300 -9%
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