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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
726
HM Capital Management
Missouri
$802K – – –
BFA
727
Beaumont Financial Advisors
Massachusetts
$801K – – –
WIA
728
Wealthstreet Investment Advisors
Texas
$799K -$34.6K -235 -4%
FTC
729
Farmers Trust Company
Ohio
$797K – – –
NQWM
730
Northwest Quadrant Wealth Management
Oregon
$794K +$114K +776 +16%
UB
731
UMB Bank
Missouri
$789K -$134K -911 -15%
WF
732
WoodTrust Financial
Wisconsin
$789K – – –
AIM
733
Advantage Investment Management
Iowa
$788K -$279K -1,895 -26%
AC
734
Abbrea Capital
California
$787K -$8.09K -55 -1%
FNBOMD
735
First National Bank of Mount Dora
Florida
$775K – – –
IIM
736
Ipswich Investment Management
Massachusetts
$772K +$759K +5,160 New
BFC
737
Bedel Financial Consulting
Indiana
$771K -$116K -786 -13%
PWW
738
Pettyjohn Wood & White
Virginia
$761K – – –
CIA
739
Capital Investment Advisors
Georgia
$758K -$29.6K -201 -4%
NPT
740
Nixon Peabody Trust
Massachusetts
$756K – – –
MFW
741
Mosaic Family Wealth
Missouri
$755K -$63.3K -430 -7%
BCM
742
Boltwood Capital Management
California
$734K -$66.2K -450 -8%
IAMOG
743
Investors Asset Management of Georgia
Georgia
$733K -$44.2K -300 -6%
VHAM
744
Van Hulzen Asset Management
California
$729K -$93.9K -638 -12%
AI
745
Accredited Investors
Minnesota
$729K -$82.3K -559 -10%
CWM
746
Calamos Wealth Management
Illinois
$728K – – –
PIM
747
Penobscot Investment Management
Massachusetts
$728K – – –
RPC
748
Rossmore Private Capital
Connecticut
$726K – – –
BRWM
749
B. Riley Wealth Management
Tennessee
$724K +$712K +4,838 New
EWM
750
Elmwood Wealth Management
California
$722K – – –
28 29
30
31 32