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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
501
First Heartland Consultants
Missouri
$551K +$160K +1,613 +44%
MGIA
502
Moneta Group Investment Advisors
Missouri
$551K +$224K +2,257 +75%
CF
503
CenterStar Fund
Illinois
$546K – – –
CIC
504
Cornercap Investment Counsel
Georgia
$546K +$198 +2 +0%
PGFC
505
Peapack-Gladstone Financial Corp
New Jersey
$544K -$15.4K -155 -3%
ST
506
Smithfield Trust
Pennsylvania
$532K +$20.4K +206 +4%
ABP
507
Arthur B. Page
$528K – – –
HFS
508
HL Financial Services
Kentucky
$527K -$34.3K -346 -6%
BA
509
BKS Advisors
Michigan
$527K +$153K +1,547 +44%
MKC
510
M. Kraus & Co
Vermont
$524K – – –
FTIOP
511
Fiduciary Trust International of Pennsylvania
Pennsylvania
$523K +$24.3K +245 +5%
TSS
512
Two Sigma Securities
New York
$523K +$495K +4,994 New
PAG
513
Pinnacle Advisory Group
Maryland
$513K +$486K +4,897 New
RPGK
514
Retirement Planning Group (Kansas)
Kansas
$506K -$25.6K -258 -5%
PVH
515
Psagot Value Holdings
Israel
$506K +$288K +2,900 +151%
WI
516
WBI Investments
New Jersey
$504K +$477K +4,806 New
HI
517
Hudock Inc
Pennsylvania
$503K – – –
AACR
518
ACR Alpine Capital Research
Missouri
$498K -$112K -1,125 -19%
CYG
519
Clean Yield Group
Vermont
$498K -$79.3K -800 -15%
CWM
520
Cabot Wealth Management
Massachusetts
$495K +$39.3K +396 +9%
RW
521
Rand Wealth
Maryland
$493K -$4.46K -45 -0.9%
GG
522
Gofen & Glossberg
Illinois
$487K -$66.8K -674 -13%
CGL
523
Clarius Group LLC
Washington
$487K +$40.9K +412 +10%
CFA
524
CT Financial Advisors
Pennsylvania
$477K +$198 +2 +0%
PWLP
525
Prio Wealth Limited Partnership
Massachusetts
$466K +$441K +4,448 New
19 20
21
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