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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
976
Kelleher Financial Advisors
New York
$224K -$14.3K -102 -6%
FF
977
Francis Financial
$224K – – –
ACP
978
Aviance Capital Partners
Florida
$224K +$17.1K +122 +8%
AP
979
Appleton Partners
Massachusetts
$223K – – –
SFSIG
980
San Francisco Sentry Investment Group
California
$223K +$2.8K +20 +1%
BHTS
981
Bar Harbor Trust Services
Maine
$220K -$44K -314 -16%
CIM
982
Confluence Investment Management
Missouri
$218K -$111K -795 -33%
TSS
983
Thomas Story & Son
Indiana
$217K – – –
RM
984
Resource Management
Louisiana
$216K -$72.6K -518 -25%
SFSG
985
Stearns Financial Services Group
North Carolina
$214K -$14.6K -104 -6%
CW
986
CreativeOne Wealth
Kansas
$214K +$222K +1,580 New
GAM
987
Griffin Asset Management
New York
$212K +$219K +1,563 New
KLI
988
Kelman-Lazarov Inc
Tennessee
$209K -$7.01K -50 -3%
OMC
989
Old Mission Capital
Illinois
$207K +$214K +1,523 New
CPA
990
Capital Planning Advisors
California
$206K -$9.68K -69 -4%
SPI
991
Santori & Peters Inc
Pennsylvania
$206K -$6.03K -43 -3%
TC
992
Telemus Capital
Michigan
$204K -$110K -785 -34%
CCA
993
Checchi Capital Advisers
California
$204K +$211K +1,505 New
CF
994
Corrigan Financial
Rhode Island
$204K +$421 +3 +0.2%
UAS
995
United Asset Strategies
New York
$203K -$66.3K -473 -24%
HCC
996
Hirtle Callaghan & Co
Pennsylvania
$202K -$36.3K -259 -15%
RIS
997
Retirement Income Solutions
Michigan
$201K -$16.4K -117 -7%
BWP
998
BSW Wealth Partners
Colorado
$201K +$208K +1,483 New
GI
999
Gradient Investments
Minnesota
$198K +$73.3K +523 +56%
SMG
1000
Spectrum Management Group
Indiana
$198K +$205K +1,460 New
38 39
40
41 42