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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
926
Kopp Investment Advisors
Minnesota
$570K – – –
PCA
927
Providence Capital Advisors
North Carolina
$570K – – –
MA
928
Montag & Associates
Georgia
$569K +$44.9K +305 +9%
BA
929
Bristlecone Advisors
Washington
$567K -$593K -4,026 -52%
BCM
930
Boltwood Capital Management
California
$567K -$19.9K -135 -3%
SF
931
Susquehanna Foundation
Pennsylvania
$567K – – –
PFG
932
Pacific Financial Group
Washington
$562K – – –
IC
933
Iconiq Capital
California
$559K -$2.9M -19,661 -84%
FPFS
934
First Personal Financial Services
North Carolina
$558K – – –
CA
935
Claro Advisors
Massachusetts
$558K +$184K +1,246 +50%
GW
936
GW & Wade
Massachusetts
$557K -$234K -1,592 -30%
MAS
937
Managed Account Services
Florida
$557K +$27K +183 +5%
AIP
938
Ahrens Investment Partners
Louisiana
$549K -$3.68K -25 -0.7%
AIM
939
Advantage Investment Management
Iowa
$547K -$25.9K -176 -5%
W
940
Wealthquest
Ohio
$547K +$295 +2 +0.1%
ATC
941
Adirondack Trust Company
New York
$544K – – –
GGI
942
Godsey & Gibb Inc
Virginia
$543K +$533K +3,621 New
IA
943
Independence Advisors
Pennsylvania
$539K -$79.7K -541 -13%
MCM
944
Maryland Capital Management
Maryland
$538K +$187K +1,273 +55%
MKC
945
M. Kraus & Co
Vermont
$537K – – –
BWP
946
Bernardo Wealth Planning
Pennsylvania
$533K – – –
BWA
947
BDO Wealth Advisors
Florida
$525K -$68.5K -465 -12%
PC
948
Port Capital
Illinois
$523K – – –
FC
949
Financial Consulate
Maryland
$520K +$1.62K +11 +0.3%
APC
950
Aspire Private Capital
North Carolina
$519K +$147 +1 +0%
36 37
38
39 40