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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
526
Mitchell Sinkler & Starr
Pennsylvania
$1.09M +$222K +1,850 +26%
KA
527
Klingman & Associates
New York
$1.09M -$31.6K -264 -3%
MSR
528
Main Street Research
Connecticut
$1.09M – – –
BFO
529
Boston Family Office
Massachusetts
$1.07M +$5.99K +50 +0.6%
BCM
530
Brookstone Capital Management
Illinois
$1.07M +$535K +4,471 +104%
BA
531
Bristlecone Advisors
Washington
$1.06M +$87.9K +734 +9%
RCM
532
RB Capital Management
Nevada
$1.05M +$224K +1,868 +28%
WI
533
Wintrust Investments
Illinois
$1.03M -$328K -2,735 -24%
NCM
534
New Capital Management
Texas
$1.03M +$570K +4,756 +128%
BBPWM
535
Blue Bell Private Wealth Management
Pennsylvania
$1.01M -$29.8K -249 -3%
BUB
536
BBVA USA Bancshares
Texas
$1M +$119K +996 +14%
RG
537
Rikoon Group
New Mexico
$997K -$73.5K -614 -7%
WA
538
Wealth Architects
California
$996K -$109K -912 -10%
WT
539
Whittier Trust
California
$993K +$129K +1,073 +15%
GIM
540
Goelzer Investment Management
Indiana
$990K +$23.4K +195 +2%
BCM
541
BTR Capital Management
California
$986K +$145K +1,212 +18%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$982K +$199K +1,659 +26%
GT
543
Glenview Trust
Kentucky
$978K +$29.1K +243 +3%
DWM
544
Destination Wealth Management
California
$973K -$419K -3,500 -30%
MJP
545
Michael J. Puzo
$971K – – –
RIL
546
Rothschild Investment LLC
Illinois
$968K +$184K +1,540 +24%
MWAC
547
Mariner Wealth Advisors (Cincinnati)
Ohio
$966K +$267K +2,228 +39%
OA
548
Oxbow Advisors
Texas
$954K – – –
WIM
549
Weitz Investment Management
Nebraska
$947K +$4.19K +35 +0.5%
TG
550
Threshold Group
Washington
$936K +$1.56K +13 +0.2%
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