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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
HHAA
901
Henry H. Armstrong Associates
Pennsylvania
$567K – – –
BCM
902
Boltwood Capital Management
California
$566K -$443K -3,178 -45%
LWM
903
Lyell Wealth Management
California
$563K +$543K +3,890 New
PFG
904
Pacific Financial Group
Washington
$562K -$14.6M -104,511 -96%
AAM
905
American Asset Management
Florida
$561K -$20.8K -149 -4%
AIM
906
Advantage Investment Management
Iowa
$553K +$21.6K +155 +4%
PCA
907
Providence Capital Advisors
North Carolina
$550K -$7.53K -54 -1%
KIA
908
Kopp Investment Advisors
Minnesota
$550K – – –
EWM
909
Evermay Wealth Management
Virginia
$550K +$2.09K +15 +0.4%
SF
910
Susquehanna Foundation
Pennsylvania
$546K – – –
ATC
911
Adirondack Trust Company
New York
$545K – – –
MWA
912
Meridian Wealth Advisors
Texas
$544K +$474K +3,396 +928%
CPIG
913
Chicago Partners Investment Group
Illinois
$542K +$7.95K +57 +2%
FPFS
914
First Personal Financial Services
North Carolina
$538K – – –
AIP
915
Ahrens Investment Partners
Louisiana
$533K +$514K +3,684 New
SAM
916
Seelaus Asset Management
New Jersey
$530K +$18.7K +134 +4%
GWS
917
Glassman Wealth Services
Virginia
$529K +$31.4K +225 +7%
W
918
Wealthquest
Ohio
$527K +$140 +1 +0%
MOS
919
MGO One Seven
Ohio
$525K -$14.9K -107 -3%
GVAG
920
Great Valley Advisor Group
Delaware
$521K +$502K +3,599 New
BS
921
Boenning & Scattergood
Pennsylvania
$519K +$2.09K +15 +0.4%
MKC
922
M. Kraus & Co
Vermont
$517K -$24.4K -175 -5%
MAS
923
Managed Account Services
Florida
$515K -$21.1K -151 -4%
BWP
924
Bernardo Wealth Planning
Pennsylvania
$514K +$1.95K +14 +0.4%
MA
925
Montag & Associates
Georgia
$504K -$45.1K -323 -8%
35 36
37
38 39