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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
926
Alesco Advisors
New York
$604K – – –
NFG
927
NewFocus Financial Group
Washington
$603K – – –
AWM
928
Altium Wealth Management
New York
$602K -$43K -285 -7%
FAG
929
Financial Advisory Group
Texas
$600K -$9.11M -60,437 -94%
BWM
930
BerganKDV Wealth Management
Minnesota
$597K +$151 +1 +0%
BB
931
Busey Bank
Illinois
$596K – – –
SFP
932
Shepherd Financial Partners
Massachusetts
$596K +$83.5K +554 +16%
HHAA
933
Henry H. Armstrong Associates
Pennsylvania
$592K – – –
LWM
934
Lyell Wealth Management
California
$590K +$1.51K +10 +0.3%
MFP
935
Meridian Financial Partners
Virginia
$590K +$606K +4,022 New
W
936
Wealthquest
Ohio
$584K +$33.9K +225 +6%
EWM
937
Evermay Wealth Management
Virginia
$582K +$2.86K +19 +0.5%
CCFCSB
938
Cape Cod Five Cents Savings Bank
Massachusetts
$577K -$67.8K -450 -11%
GBT
939
Grove Bank & Trust
Florida
$576K – – –
SCA
940
Sage Capital Advisors
South Dakota
$576K +$301 +2 +0.1%
KIA
941
Kopp Investment Advisors
Minnesota
$574K – – –
PCA
942
Providence Capital Advisors
North Carolina
$574K – – –
SF
943
Susquehanna Foundation
Pennsylvania
$570K – – –
BCM
944
Boltwood Capital Management
California
$563K -$7.54K -50 -1%
ACG
945
Allen Capital Group
Nebraska
$560K -$45.2K -300 -7%
EFS
946
Essex Financial Services
Connecticut
$557K +$137K +906 +33%
ATC
947
Adirondack Trust Company
New York
$547K – – –
APC
948
Aspire Private Capital
North Carolina
$547K +$24.4K +162 +5%
PFG
949
Pacific Financial Group
Washington
$546K -$37.1K -246 -6%
AIP
950
Ahrens Investment Partners
Louisiana
$546K -$6.03K -40 -1%
36 37
38
39 40