We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
726
Williams Jones & Associates
New York
$381K -$50.3K -408 -12%
SB
727
Simmons Bank
Arkansas
$380K -$436K -3,540 -54%
OAM
728
Oppenheimer Asset Management
New York
$380K +$301K +2,441 +396%
FNT
729
First National Trust
Pennsylvania
$379K +$93.8K +761 +33%
FCMT
730
Founders Capital Management (Texas)
Texas
$379K +$249K +2,020 +197%
CPA
731
Capital Planning Advisors
California
$378K -$1.55M -12,593 -81%
SCI
732
S&CO Inc
Massachusetts
$378K -$11.1K -90 -3%
AA
733
Alesco Advisors
New York
$378K
CIBC World Market
734
CIBC World Market
Ontario, Canada
$375K -$169K -1,375 -31%
CHJWM
735
Carlton Hofferkamp & Jenks Wealth Management
Texas
$373K
CFA
736
Cahill Financial Advisors
Minnesota
$372K +$368K +2,988 New
CYG
737
Clean Yield Group
Vermont
$371K
CCM
738
Covington Capital Management
California
$370K -$30.8K -250 -8%
IWM
739
IHT Wealth Management
Illinois
$368K +$25.4K +206 +13%
I
740
IberiaBank
Louisiana
$368K +$32K +260 +10%
CWM
741
Cabot Wealth Management
Massachusetts
$366K -$148K -1,204 -29%
RMCM
742
Reynders McVeigh Capital Management
Massachusetts
$366K +$18.5K +150 +5%
TAM
743
Tocqueville Asset Management
New York
$361K
LWM
744
Lyell Wealth Management
California
$360K -$61.6K -500 -15%
AC
745
Abbrea Capital
California
$352K
SFP
746
Shepherd Financial Partners
Massachusetts
$349K -$52.2K -424 -13%
HPWM
747
Highland Private Wealth Management
Washington
$349K +$345K +2,802 New
MPM
748
Meritage Portfolio Management
Kansas
$347K +$138K +1,120 +67%
RSA
749
Robertson Stephens Advisors
California
$346K +$370 +3 +0.1%
PAS
750
Partnervest Advisory Services
California
$343K +$31.2K +253 +10%