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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Cranbrook Wealth Management
Michigan
$111K – – –
MRCM
727
M&R Capital Management
New Jersey
$111K – – –
PCP
728
Proficio Capital Partners
Massachusetts
$111K – – –
IF
729
Ironwood Financial
Arizona
$109K – – –
PVH
730
Psagot Value Holdings
Israel
$108K -$434K -3,911 -80%
IAS
731
INR Advisory Services
Pennsylvania
$106K -$8.65K -78 -8%
AWM
732
Avior Wealth Management
Nebraska
$105K +$32.1K +289 +44%
AIP
733
Ameritas Investment Partners
Nebraska
$104K – – –
CPIG
734
Chicago Partners Investment Group
Illinois
$99K +$111 +1 +0.1%
DAM
735
Delta Asset Management
Tennessee
$98K – – –
FPFS
736
First Personal Financial Services
North Carolina
$98K +$97.5K +879 New
TDC
737
Thompson Davis & Co
Virginia
$95K +$142K +1,283 +428%
EFSCE
738
Enterprise Financial Services Corp (EFSC)
Missouri
$83K – – –
CBT
739
Central Bank & Trust
Kentucky
$78K – – –
VC
740
Vestor Capital
Illinois
$78K – – –
TCOV
741
Trust Company of Vermont
Vermont
$76K +$19.4K +175 +34%
SIM
742
Sonora Investment Management
Arizona
$74.3K +$4.55K +41 +7%
LWA
743
Lenox Wealth Advisors
New York
$63K – – –
IIC
744
Integrated Investment Consultants
Michigan
$61K – – –
HCC
745
Hirtle Callaghan & Co
Pennsylvania
$57K +$56.5K +509 New
TFO
746
Tarbox Family Office
California
$56K – – –
M
747
MOTCO
Texas
$50K – – –
AFIA
748
America First Investment Advisors
Nebraska
$47K +$111 +1 +0.2%
FMP
749
Financial Management Professionals
Texas
$46K +$222 +2 +0.5%
PWM
750
Perigon Wealth Management
California
$44K +$43.9K +396 New
28 29
30
31 32