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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
726
Rossmore Private Capital
Connecticut
$682K – – –
LFA
727
Landmark Financial Advisors
Kentucky
$679K – – –
EIG
728
Ellenbecker Investment Group
Wisconsin
$678K – – –
EWM
729
Elmwood Wealth Management
California
$677K +$1.67K +12 +0.2%
DC
730
Davenport & Co
Virginia
$676K +$97.7K +700 +17%
AWA
731
Acorn Wealth Advisors
Michigan
$671K +$419 +3 +0.1%
PCM
732
Parsons Capital Management
Rhode Island
$670K – – –
TPWA
733
TRUE Private Wealth Advisors
Oregon
$670K +$96.1K +689 +17%
NQWM
734
Northwest Quadrant Wealth Management
Oregon
$667K +$203K +1,457 +44%
CFA
735
Carroll Financial Associates
North Carolina
$666K – – –
HAC
736
Harbor Advisory Corp
New Hampshire
$666K – – –
PAS
737
Partnervest Advisory Services
California
$664K +$275K +1,972 +71%
PAG
738
Pinnacle Advisory Group
Maryland
$663K -$348K -2,495 -35%
CAG
739
Crestwood Advisors Group
Massachusetts
$662K – – –
EFS
740
Essex Financial Services
Connecticut
$659K -$2.76M -19,816 -81%
MPIA
741
Mountain Pacific Investment Advisers
Idaho
$659K – – –
BTW
742
Boston Trust Walden
Massachusetts
$657K +$167K +1,200 +34%
CSIC
743
Clifford Swan Investment Counsel
California
$655K -$32.8K -235 -5%
WA
744
WESPAC Advisors
California
$652K – – –
FNB
745
Farmers National Bank
Kentucky
$648K -$77.4K -555 -11%
MBTD
746
Mechanics Bank - Trust Department
California
$641K +$4.88K +35 +0.8%
RP
747
Rowlandmiller & Partners
Georgia
$639K +$1.4K +10 +0.2%
HCM
748
Hollencrest Capital Management
California
$630K -$1.84M -13,219 -75%
WPP
749
Whalerock Point Partners
Rhode Island
$627K -$182K -1,307 -23%
MPM
750
Meritage Portfolio Management
Kansas
$626K +$178K +1,275 +40%
28 29
30
31 32