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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
751
180 Wealth Advisors
Washington
$624K +$83K +595 +15%
CPP
752
Crow Point Partners
Massachusetts
$622K +$192K +1,375 +45%
CW
753
Cobiz Wealth
Colorado
$621K -$29.2K -209 -5%
HA
754
Harfst & Associates
Wyoming
$621K – – –
TL
755
TrueWealth LLC
Georgia
$621K +$269K +1,926 +77%
OC
756
Oakworth Capital
Alabama
$620K – – –
AAM
757
American Asset Management
Florida
$614K -$29.9K -214 -5%
BA
758
BKS Advisors
Michigan
$613K – – –
RWA
759
Ropes Wealth Advisors
Massachusetts
$607K – – –
WTC
760
WhitTier Trust Company
Nevada
$607K – – –
GW
761
GW & Wade
Massachusetts
$605K +$47.7K +342 +9%
TC
762
Trust Company
Kansas
$603K – – –
KCM
763
Karp Capital Management
California
$598K +$17.4K +125 +3%
VIP
764
Vantage Investment Partners
Missouri
$594K -$11.3K -81 -2%
GBT
765
Grove Bank & Trust
Florida
$592K – – –
FF
766
Friedenthal Financial
New Jersey
$590K +$586K +4,201 New
VIM
767
Vista Investment Management
Pennsylvania
$588K -$17.3K -124 -3%
RFA
768
Reilly Financial Advisors
California
$588K – – –
CPA
769
Clear Perspective Advisors
Illinois
$585K -$414K -2,967 -71%
BHIA
770
Birch Hill Investment Advisors
Massachusetts
$585K -$4.18K -30 -0.7%
BCCM
771
Bridge Creek Capital Management
Massachusetts
$584K -$127K -911 -18%
AP
772
Arlington Partners
Alabama
$583K – – –
TI
773
TTP Investments
California
$581K -$30.7K -220 -5%
GBBWRPM
774
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$578K +$1.53K +11 +0.3%
BOTW
775
Bank of the West
California
$571K – – –
29 30
31
32 33