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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
826
ZWJ Investment Counsel
Georgia
$438K -$11.5K -82 -2%
TCM
827
TD Capital Management
Tennessee
$432K -$192K -1,366 -30%
MPM
828
Meritage Portfolio Management
Kansas
$432K – – –
RPGK
829
Retirement Planning Group (Kansas)
Kansas
$432K +$37.9K +270 +9%
MMPW
830
Mitchell McLeod Pugh & Williams
Alabama
$429K +$177K +1,260 +66%
MSA
831
Marino Stram & Associates
Massachusetts
$426K -$62.5K -446 -19%
BBA
832
Braun-Bostich & Associates
Pennsylvania
$425K -$174K -1,242 -28%
GCA
833
Greenwood Capital Associates
South Carolina
$421K -$14K -100 -3%
PAM
834
Palisade Asset Management
Minnesota
$421K – – –
EWA
835
EP Wealth Advisors
California
$420K -$52.2K -372 -11%
CPA
836
Court Place Advisors
Maryland
$420K -$48.2K -344 -10%
RMCM
837
Reynders McVeigh Capital Management
Massachusetts
$420K +$2.1K +15 +0.5%
PWM
838
Perigon Wealth Management
California
$417K +$60.3K +430 +16%
CPP
839
Crow Point Partners
Massachusetts
$415K – – –
SCI
840
S&CO Inc
Massachusetts
$415K – – –
PFBT
841
Parkside Financial Bank & Trust
Missouri
$415K +$191K +1,364 +80%
FLA
842
Financial Life Advisors
Texas
$414K – – –
JA
843
JOYN Advisors
Georgia
$413K -$56.6K -404 -12%
FCMT
844
Founders Capital Management (Texas)
Texas
$413K – – –
ODCM
845
Old Dominion Capital Management
Virginia
$409K -$21.5K -153 -5%
CFA
846
Cahill Financial Advisors
Minnesota
$407K +$140 +1 +0%
TF
847
TLWM Financial
Texas
$400K -$400K -2,850 -49%
WC
848
Woodstock Corp
Massachusetts
$398K – – –
AFNAS
849
American Financial Network Advisory Services
California
$394K -$406K -2,897 -100%
LFS
850
Lutz Financial Services
Nebraska
$394K -$41.5K -296 -9%
32 33
34
35 36