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
TW
551
Transform Wealth
Colorado
$432K +$427K +4,030 New
RFA
552
Reilly Financial Advisors
California
$424K +$419K +3,956 New
FC
553
FIC Capital
New York
$421K +$12.7K +120 +3%
TCM
554
Tuttle Capital Management
Connecticut
$416K -$39.6K -374 -9%
CSIC
555
Clifford Swan Investment Counsel
California
$416K – – –
AWA
556
ARS Wealth Advisors
Florida
$414K -$602K -5,678 -60%
RT
557
Rockland Trust
Massachusetts
$414K -$227K -2,146 -36%
CW
558
Cobiz Wealth
Colorado
$413K +$9.86K +93 +2%
S
559
SignatureFD
Georgia
$408K +$37.5K +354 +10%
CCM
560
Covington Capital Management
California
$406K -$42.4K -400 -10%
KCM
561
Karp Capital Management
California
$405K +$8.58K +81 +2%
HFS
562
HL Financial Services
Kentucky
$402K -$135K -1,273 -25%
MCM
563
Millie Capital Management
California
$398K +$393K +3,711 New
BG
564
Bahl & Gaynor
Ohio
$397K +$61.5K +580 +19%
SCA
565
STALEY CAPITAL ADVISERS
Pennsylvania
$395K -$318K -3,000 -81%
NFG
566
NewFocus Financial Group
Washington
$395K +$60.1K +567 +18%
PA
567
Planning Alternatives
Michigan
$394K – – –
NHC
568
Nicholas Hoffman & Company
Georgia
$393K +$389K +3,668 New
RJA
569
Robshaw & Julian Associates
New York
$388K -$2.12K -20 -0.5%
KIA
570
Kopp Investment Advisors
Minnesota
$386K – – –
ODCM
571
Old Dominion Capital Management
Virginia
$384K – – –
ACP
572
Arcus Capital Partners
Georgia
$382K +$26.2K +247 +7%
EB
573
Eastern Bank
Massachusetts
$381K – – –
MFW
574
Meristem Family Wealth
Minnesota
$380K +$1.7K +16 +0.5%
MFP
575
Mosaic Financial Partners
California
$378K +$58.5K +552 +19%
21 22
23
24 25