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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
901
Donaldson Capital Management
Indiana
$316K +$50.1K +374 +19%
ST
902
Spinnaker Trust
Maine
$315K – – –
MA
903
Montag & Associates
Georgia
$315K +$32.1K +240 +12%
MSA
904
Marino Stram & Associates
Massachusetts
$315K +$308K +2,298 New
CPSAC
905
Chas P. Smith & Associates (CPS)
Florida
$314K -$134 -1 -0%
TC
906
Telemus Capital
Michigan
$314K +$306K +2,285 New
IIC
907
Ironwood Investment Counsel
Arizona
$309K -$401 -3 -0.1%
ECM
908
EagleClaw Capital Management
Massachusetts
$306K – – –
AIS
909
Accurate Investment Solutions
Pennsylvania
$304K -$937 -7 -0.3%
ACM
910
Armbruster Capital Management
New York
$304K +$10K +75 +4%
HCIA
911
Hochman Cole Investment Advisors
Illinois
$303K -$24.2K -181 -8%
EFS
912
Essex Financial Services
Connecticut
$302K +$18.1K +135 +7%
BI
913
Boulegeris Investments
Georgia
$300K +$1.07K +8 +0.4%
FCB
914
First Command Bank
Texas
$299K -$24.8K -185 -8%
FCFS
915
First Command Financial Services
Texas
$299K -$24.8K -185 -8%
SCM
916
Sterling Capital Management
North Carolina
$299K – – –
NWP
917
Northstar Wealth Partners
Connecticut
$298K +$2.68K +20 +1%
SG
918
StoneX Group
New York
$296K +$23K +172 +9%
PWM
919
Paulson Wealth Management
Illinois
$296K +$289K +2,157 New
MAM
920
Meeder Asset Management
Ohio
$293K -$61K -456 -18%
NFG
921
Nations Financial Group
Iowa
$293K -$8.7K -65 -3%
VAM
922
Verity Asset Management
North Carolina
$290K +$61.8K +462 +29%
KF
923
Krilogy Financial
Missouri
$288K – – –
RM
924
Resource Management
Louisiana
$288K +$282K +2,110 New
WCA
925
Westover Capital Advisors
Delaware
$285K +$278K +2,074 New
35 36
37
38 39