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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
876
NewFocus Financial Group
Washington
$352K +$1.74K +13 +0.5%
PL
877
Parthenon LLC
Kentucky
$349K +$8.97K +67 +3%
JAFL
878
Jay A. Fishman Ltd
Michigan
$343K – – –
CCM
879
Covington Capital Management
California
$343K -$33.5K -250 -9%
PAS
880
Partnervest Advisory Services
California
$343K +$36.4K +272 +12%
PWW
881
Pettyjohn Wood & White
Virginia
$341K -$286K -2,137 -46%
GC
882
Grimes & Company
Massachusetts
$341K +$15.7K +117 +5%
SMFS
883
Squar Milner Financial Services
California
$341K +$313K +2,338 New
TL
884
TrueWealth LLC
Georgia
$339K +$330K +2,467 New
VCA
885
Verdence Capital Advisors
Maryland
$337K +$328K +2,454 New
WJA
886
Williams Jones & Associates
New York
$336K -$68.8K -514 -17%
AWA
887
ARS Wealth Advisors
Florida
$335K -$1.47K -11 -0.4%
PIM
888
Provident Investment Management
Michigan
$334K +$134 +1 +0%
OIA
889
Optimum Investment Advisors
Illinois
$333K – – –
FSCM
890
Front Street Capital Management
Montana
$333K +$6.69K +50 +2%
CIM
891
Confluence Investment Management
Missouri
$330K – – –
GIP
892
Greatmark Investment Partners
Georgia
$327K – – –
WPIC
893
White Pine Investment Company
Michigan
$326K -$18.7K -140 -6%
DAM
894
Deltec Asset Management
New York
$324K – – –
BCA
895
Benchmark Capital Advisors
New York
$323K -$16.7K -125 -5%
SPC
896
Stewart & Patten Company
California
$323K – – –
DSC
897
Duncker Streett & Co
Missouri
$323K +$1.34K +10 +0.4%
CA
898
Capital Advantage
California
$322K +$268 +2 +0.1%
TAM
899
Tocqueville Asset Management
New York
$319K -$77.4K -578 -20%
WSTAM
900
Wilbanks Smith & Thomas Asset Management
Virginia
$319K +$669 +5 +0.2%
34 35
36
37 38