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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
751
Patriot Wealth Management
Texas
$269K +$225 +2 +0.1%
MA
752
Montag & Associates
Georgia
$268K – – –
BIG
753
Bellwether Investment Group
Tennessee
$268K +$261K +2,323 New
SS
754
Simplicity Solutions
Minnesota
$268K +$261K +2,323 New
PWAG
755
Polaris Wealth Advisory Group
California
$267K -$4.16K -37 -2%
ACM
756
Armbruster Capital Management
New York
$267K +$3.26K +29 +1%
MFS
757
Madrona Financial Services
Washington
$267K +$260K +2,313 New
LWM
758
LBA Wealth Management
Florida
$266K +$2.81K +25 +1%
ST
759
Spinnaker Trust
Maine
$265K – – –
GC
760
Grimes & Company
Massachusetts
$265K +$337 +3 +0.1%
FNT
761
First National Trust
Pennsylvania
$264K – – –
FPCP
762
Fort Point Capital Partners
California
$260K -$4.84K -43 -2%
TSS
763
Two Sigma Securities
New York
$260K +$253K +2,252 New
BWM
764
Braver Wealth Management
Massachusetts
$259K +$252K +2,243 New
VKH
765
Virtu KCG Holdings
New York
$255K +$249K +2,214 New
BI
766
Boulegeris Investments
Georgia
$249K +$1.13K +10 +0.5%
VIP
767
Vantage Investment Partners
Missouri
$249K +$33.7K +300 +16%
CPSAC
768
Chas P. Smith & Associates (CPS)
Florida
$246K +$33.4K +297 +16%
PWW
769
Pettyjohn Wood & White
Virginia
$245K +$239K +2,125 New
NQWM
770
Northwest Quadrant Wealth Management
Oregon
$244K +$232K +2,066 New
GLA
771
Great Lakes Advisors
Illinois
$242K – – –
SQA
772
Simon Quick Advisors
New Jersey
$242K +$236K +2,099 New
SC
773
Scotia Capital
Ontario, Canada
$241K +$235K +2,088 New
AMIM
774
Aull & Monroe Investment Management
Alabama
$240K -$133K -1,185 -36%
FSCM
775
Front Street Capital Management
Montana
$240K – – –
29 30
31
32 33