We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
526
Woodmont Investment Counsel
Tennessee
$457K – – –
GS
527
Girard Securities
California
$457K +$462K +4,389 New
PWM
528
Patriot Wealth Management
Texas
$452K -$11.2K -106 -2%
CWM
529
Cabot Wealth Management
Massachusetts
$451K -$1.05K -10 -0.2%
CGL
530
Clarius Group LLC
Washington
$442K +$447K +4,241 New
CAMG
531
CWA Asset Management Group
Florida
$441K +$445K +4,228 New
MJRIC
532
Mogy Joel R Investment Counsel
California
$438K +$632 +6 +0.1%
MBT
533
Montecito Bank & Trust
California
$434K – – –
CW
534
Cobiz Wealth
Colorado
$430K – – –
AMIM
535
Aull & Monroe Investment Management
Alabama
$425K – – –
BFM
536
Boston Financial Management
Massachusetts
$425K +$13.6K +129 +3%
IWMPD
537
Integrated Wealth Management (Palm Desert)
California
$423K -$4.74K -45 -1%
CK
538
Carnick & Kubik
Colorado
$420K – – –
EB
539
Eastern Bank
Massachusetts
$419K +$62K +589 +17%
MHS
540
M Holdings Securities
Oregon
$414K +$139K +1,322 +50%
BW
541
Bison Wealth
Georgia
$413K +$417K +3,960 New
PIM
542
Penobscot Investment Management
Massachusetts
$412K -$134K -1,271 -24%
SA
543
Strategic Advisors
New York
$412K -$5.05K -48 -1%
MFW
544
Mosaic Family Wealth
Missouri
$402K +$407K +3,861 New
BWFA
545
Baltimore-Washington Financial Advisors
Maryland
$399K +$38.7K +367 +11%
TCM
546
TD Capital Management
Tennessee
$389K +$4K +38 +1%
SCA
547
STALEY CAPITAL ADVISERS
Pennsylvania
$385K – – –
FHC
548
First Heartland Consultants
Missouri
$380K +$139K +1,317 +57%
RJA
549
Robshaw & Julian Associates
New York
$380K +$383K +3,640 New
VIP
550
Vantage Investment Partners
Missouri
$379K -$221K -2,095 -37%
20 21
22
23 24