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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
826
Brown Brothers Harriman & Co
New York
$184K +$21.2K +177 +13%
AIM
827
Acropolis Investment Management
Missouri
$183K -$7.79K -65 -4%
SPIA
828
Steward Partners Investment Advisory
New York
$183K +$181K +1,514 New
BL
829
Balentine LLC
Georgia
$181K – – –
QCMNJ
830
Quantum Capital Management (New Jersey)
New Jersey
$180K – – –
HFM
831
Hartford Financial Management
Connecticut
$170K +$168K +1,405 New
CAM
832
Close Asset Management
United Kingdom
$158K – – –
MSFP
833
Mark Sheptoff Financial Planning
Connecticut
$153K +$120 +1 +0.1%
AACR
834
ACR Alpine Capital Research
Missouri
$151K – – –
BIG
835
Bellwether Investment Group
Tennessee
$146K -$134K -1,121 -48%
IFA
836
Interactive Financial Advisors
Illinois
$139K -$14K -117 -9%
CFG
837
Citizens Financial Group
Rhode Island
$137K +$136K +1,133 New
BWM
838
Baystate Wealth Management
Massachusetts
$133K +$42.6K +356 +47%
CFD
839
Creative Financial Designs
Indiana
$128K -$288K -2,403 -69%
SA
840
SRH Advisors
Kansas
$125K +$4.79K +40 +4%
PCP
841
Proficio Capital Partners
Massachusetts
$124K – – –
IF
842
Ironwood Financial
Arizona
$124K +$7.31K +61 +6%
FCMT
843
Founders Capital Management (Texas)
Texas
$124K +$123K +1,025 New
HT
844
Heritage Trust
Oklahoma
$123K +$121K +1,013 New
MRCM
845
M&R Capital Management
New Jersey
$121K – – –
CCM
846
Cribstone Capital Management
Maine
$117K -$12K -100 -9%
AWM
847
Avior Wealth Management
Nebraska
$112K -$2.16K -18 -2%
CPIG
848
Chicago Partners Investment Group
Illinois
$108K +$120 +1 +0.1%
FPFS
849
First Personal Financial Services
North Carolina
$107K – – –
IAS
850
INR Advisory Services
Pennsylvania
$106K -$9.7K -81 -9%
32 33
34
35 36