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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
851
Ullmann Wealth Partners Group
Florida
$216K +$193K +1,527 +364%
ACM
852
Azimuth Capital Management
Michigan
$214K +$209K +1,650 New
AP
853
Appleton Partners
Massachusetts
$213K – – –
VAM
854
Verity Asset Management
North Carolina
$210K +$205K +1,618 New
SMH
855
Sanders Morris Harris
Texas
$209K – – –
SCA
856
Sage Capital Advisors
South Dakota
$209K +$253 +2 +0.1%
GIA
857
Granite Investment Advisors
New Hampshire
$207K – – –
TSS
858
Thomas Story & Son
Indiana
$207K +$203K +1,600 New
NIM
859
Northeast Investment Management
Massachusetts
$205K +$200K +1,582 New
AIM
860
Acropolis Investment Management
Missouri
$204K -$29.8K -235 -13%
MBT
861
Montecito Bank & Trust
California
$204K +$199K +1,575 New
FSA
862
Financial Sense Advisors
California
$203K +$199K +1,569 New
SAS
863
Stelac Advisory Services
New York
$186K +$182K +1,438 New
BBHC
864
Brown Brothers Harriman & Co
New York
$185K – – –
HFM
865
Hartford Financial Management
Connecticut
$180K +$177K +1,395 New
CPIG
866
Chicago Partners Investment Group
Illinois
$173K +$90.8K +717 +116%
CAM
867
Close Asset Management
United Kingdom
$169K – – –
CBT
868
Central Bank & Trust
Kentucky
$169K +$76.4K +603 +86%
QCMNJ
869
Quantum Capital Management (New Jersey)
New Jersey
$165K -$10.9K -86 -6%
MSFP
870
Mark Sheptoff Financial Planning
Connecticut
$164K – – –
AACR
871
ACR Alpine Capital Research
Missouri
$162K – – –
NIC
872
Northwest Investment Counselors
Oregon
$162K +$56K +442 +55%
BIG
873
Bellwether Investment Group
Tennessee
$156K +$152K +1,202 New
BONST
874
Bank of Nova Scotia Trust
Ontario, Canada
$155K +$152K +1,200 New
PFBT
875
Parkside Financial Bank & Trust
Missouri
$152K +$94.1K +743 +171%
33 34
35
36 37