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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
626
Frontier Wealth Management
Missouri
$256K +$46.9K +473 +24%
HCM
627
Hengehold Capital Management
Ohio
$256K +$242K +2,438 New
OC
628
Oakworth Capital
Alabama
$255K – – –
ISB
629
Iowa State Bank
Iowa
$255K +$241K +2,434 New
WJA
630
Williams Jones & Associates
New York
$254K – – –
DSC
631
Duncker Streett & Co
Missouri
$253K +$892 +9 +0.4%
CAM
632
Concorde Asset Management
Michigan
$250K +$10.9K +110 +5%
GIP
633
Greatmark Investment Partners
Georgia
$249K +$34.7K +350 +17%
VWM
634
Vector Wealth Management
Minnesota
$248K -$59.2K -597 -20%
DAM
635
Deltec Asset Management
New York
$247K – – –
GC
636
Grimes & Company
Massachusetts
$247K +$233K +2,353 New
RA
637
RFG Advisory
Alabama
$246K -$28.8M -290,796 -99%
DAC
638
Dividend Assets Capital
South Carolina
$245K +$232K +2,337 New
DCM
639
Donaldson Capital Management
Indiana
$244K -$257K -2,593 -53%
FIM
640
Freedom Investment Management
Connecticut
$241K +$27.1K +273 +13%
GHA
641
GW Henssler & Associates
Georgia
$240K -$593K -5,984 -72%
FNT
642
First National Trust
Pennsylvania
$240K -$14.4K -145 -6%
MA
643
Montag & Associates
Georgia
$240K – – –
WTC
644
WhitTier Trust Company
Nevada
$235K – – –
BBA
645
BLB&B Advisors
Pennsylvania
$232K +$17.8K +180 +9%
AIM
646
Acropolis Investment Management
Missouri
$227K -$4.96K -50 -2%
ACM
647
Armbruster Capital Management
New York
$226K +$7.44K +75 +4%
HPWM
648
Highland Private Wealth Management
Washington
$222K +$211K +2,127 New
UAS
649
United Asset Strategies
New York
$221K -$44.6K -450 -18%
HCA
650
Hillview Capital Advisors
Pennsylvania
$218K +$11.3K +114 +6%
24 25
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