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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
H
726
HoyleCohen
California
$671K +$655K +4,891 New
CFA
727
Carroll Financial Associates
North Carolina
$667K -$76.5K -572 -11%
RPC
728
Rossmore Private Capital
Connecticut
$666K +$650K +4,854 New
CIA
729
Capital Investment Advisors
Georgia
$665K +$40.1K +300 +7%
PCM
730
Parsons Capital Management
Rhode Island
$655K -$11.2K -84 -2%
ME
731
McIlrath & Eck
Washington
$654K +$638K +4,768 New
CW
732
Cobiz Wealth
Colorado
$649K -$91.8K -686 -13%
SSWM
733
Sheets Smith Wealth Management
North Carolina
$649K -$2.81K -21 -0.4%
WIA
734
Wealthstreet Investment Advisors
Texas
$645K +$629K +4,700 New
BCP
735
Berkeley Capital Partners
Georgia
$642K -$80.6K -602 -11%
AWM
736
Altium Wealth Management
New York
$637K +$622K +4,646 New
CPA
737
Clear Perspective Advisors
Illinois
$636K +$2.94K +22 +0.5%
OC
738
Oakworth Capital
Alabama
$634K – – –
RP
739
Rowlandmiller & Partners
Georgia
$634K -$4.42K -33 -0.7%
TCM
740
TD Capital Management
Tennessee
$624K +$2.27K +17 +0.4%
DWM
741
Darwin Wealth Management
Florida
$615K +$599K +4,478 New
TI
742
TTP Investments
California
$613K +$598K +4,469 New
AAM
743
American Asset Management
Florida
$609K -$669 -5 -0.1%
HA
744
Harfst & Associates
Wyoming
$607K -$297K -2,220 -33%
FPFS
745
First Personal Financial Services
North Carolina
$604K +$132K +986 +29%
VIM
746
Vista Investment Management
Pennsylvania
$601K +$586K +4,377 New
BBA
747
Braun-Bostich & Associates
Pennsylvania
$600K +$585K +4,371 New
AWA
748
Acorn Wealth Advisors
Michigan
$599K +$571K +4,266 New
FSA
749
Financial Sense Advisors
California
$596K +$371K +2,771 +177%
BA
750
BKS Advisors
Michigan
$594K -$11K -82 -2%
28 29
30
31 32