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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
476
Patriot Wealth Management
Texas
$473K +$66.8K +625 +17%
MCC
477
Mid Continent Capital
Illinois
$472K – – –
AMIM
478
Aull & Monroe Investment Management
Alabama
$460K – – –
PCMC
479
Paragon Capital Management (Colorado)
Colorado
$459K -$74.8K -700 -14%
WC
480
Woodstock Corp
Massachusetts
$458K – – –
MBT
481
Montecito Bank & Trust
California
$455K -$21.4K -200 -5%
KAM
482
Keeley Asset Management
Illinois
$454K – – –
TDC
483
Thompson Davis & Co
Virginia
$453K +$2.46K +23 +0.5%
FANJ
484
Financial Architects (New Jersey)
New Jersey
$453K +$267K +2,503 +145%
JWM
485
Jacobus Wealth Management
Wisconsin
$440K +$322K +3,011 +276%
GG
486
Gofen & Glossberg
Illinois
$439K +$127K +1,185 +41%
SIA
487
Stancorp Investment Advisers
Oregon
$437K – – –
LYV
488
Live Your Vision
Pennsylvania
$429K – – –
DI
489
Dalton Investments
Nevada
$427K -$1.37M -12,864 -76%
DG
490
Davidson & Garrard
Virginia
$419K +$79.6K +745 +24%
WT
491
Whittier Trust
California
$418K – – –
BI
492
Boulegeris Investments
Georgia
$417K +$15K +140 +4%
RT
493
Rockland Trust
Massachusetts
$416K +$32K +300 +8%
ODCM
494
Old Dominion Capital Management
Virginia
$410K – – –
PSI
495
Pinnacle Summer Investments
Virginia
$395K – – –
VWM
496
Vector Wealth Management
Minnesota
$395K +$13.6K +127 +4%
KIA
497
Kopp Investment Advisors
Minnesota
$386K -$32K -300 -8%
UAS
498
United Asset Strategies
New York
$384K +$8.54K +80 +2%
NIM
499
Northeast Investment Management
Massachusetts
$377K +$20K +187 +6%
MJRIC
500
Mogy Joel R Investment Counsel
California
$374K – – –
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