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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
726
Kingsview Wealth Management
Oregon
$352K +$348K +2,905 New
PIM
727
Penobscot Investment Management
Massachusetts
$345K +$59.3K +495 +21%
AC
728
Abbrea Capital
California
$343K – – –
RMCM
729
Reynders McVeigh Capital Management
Massachusetts
$338K -$59.9K -500 -15%
RSA
730
Robertson Stephens Advisors
California
$337K -$131K -1,094 -28%
CCFCSB
731
Cape Cod Five Cents Savings Bank
Massachusetts
$333K -$77.8K -650 -19%
I
732
IberiaBank
Louisiana
$328K +$323K +2,700 New
HCP
733
Holt Capital Partners
Texas
$319K – – –
MFW
734
Mosaic Family Wealth
Missouri
$319K +$359 +3 +0.1%
DDC
735
DF Dent & Co
Maryland
$317K – – –
FWP
736
Fiduciary Wealth Partners
Massachusetts
$312K +$1.2K +10 +0.4%
NFG
737
NewFocus Financial Group
Washington
$311K -$114K -950 -27%
BHWM
738
Bar Harbor Wealth Management
New Hampshire
$311K +$719 +6 +0.2%
IIC
739
Ironwood Investment Counsel
Arizona
$310K -$18.3K -153 -6%
BFG
740
Beacon Financial Group
Texas
$309K – – –
BG
741
Bahl & Gaynor
Ohio
$309K +$15.9K +133 +6%
BCA
742
Benchmark Capital Advisors
New York
$307K -$5.99K -50 -2%
WSTAM
743
Wilbanks Smith & Thomas Asset Management
Virginia
$305K -$890K -7,433 -75%
LWM
744
LBA Wealth Management
Florida
$304K +$24K +200 +9%
JAFL
745
Jay A. Fishman Ltd
Michigan
$303K +$299K +2,500 New
PAS
746
Partnervest Advisory Services
California
$303K -$33.1K -276 -10%
HPC
747
HM Payson & Co
Maine
$303K – – –
TCM
748
Tuttle Capital Management
Connecticut
$298K +$294K +2,457 New
DSC
749
Duncker Streett & Co
Missouri
$297K +$1.08K +9 +0.4%
IFAM
750
Institutional & Family Asset Management
Colorado
$297K +$75.2K +628 +34%
28 29
30
31 32