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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCCM
626
Bridge Creek Capital Management
Massachusetts
$749K – – –
WPP
627
Whalerock Point Partners
Rhode Island
$748K – – –
HCA
628
Harbour Capital Advisors
Virginia
$747K – – –
CC
629
Courier Capital
New York
$734K +$717K +5,665 New
PAG
630
Pinnacle Advisory Group
Maryland
$730K +$11.8K +93 +2%
BIM
631
Barton Investment Management
Pennsylvania
$730K +$714K +5,635 New
FNB
632
Farmers National Bank
Kentucky
$728K -$114K -901 -15%
CFA
633
Carroll Financial Associates
North Carolina
$713K +$70.9K +560 +11%
OPCM
634
Osborne Partners Capital Management
California
$709K -$96.9K -765 -12%
VNA
635
Valley National Advisers
Pennsylvania
$703K +$4.18K +33 +0.6%
CW
636
Cobiz Wealth
Colorado
$701K -$49.3K -389 -7%
NPT
637
Nixon Peabody Trust
Massachusetts
$696K -$103K -814 -13%
HCM
638
HM Capital Management
Missouri
$694K -$11.8K -93 -2%
BCP
639
Berkeley Capital Partners
Georgia
$684K -$82.2K -649 -11%
FNBT
640
FineMark National Bank & Trust
Florida
$682K +$210K +1,658 +46%
MBTD
641
Mechanics Bank - Trust Department
California
$678K – – –
AC
642
Abbrea Capital
California
$674K +$301K +2,377 +84%
SPIA
643
Steward Partners Investment Advisory
New York
$673K +$2.53K +20 +0.4%
RW
644
Rand Wealth
Maryland
$667K +$70.8K +559 +12%
PA
645
Paracle Advisors
Washington
$664K -$41.4K -327 -6%
PPFA
646
Provida Pension Fund Administrator
Chile
$664K – – –
CSIC
647
Clifford Swan Investment Counsel
California
$663K – – –
KWM
648
Kingsview Wealth Management
Oregon
$655K +$190K +1,502 +42%
AI
649
Accredited Investors
Minnesota
$649K -$749K -5,918 -54%
GA
650
Greytown Advisors
Florida
$640K +$107K +847 +21%
24 25
26
27 28