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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1001
Squar Milner Financial Services
California
$325K +$7.32K +53 +2%
CWM
1002
Cabot Wealth Management
Massachusetts
$323K +$28.3K +205 +9%
CW
1003
CreativeOne Wealth
Kansas
$323K +$101K +734 +41%
CIA
1004
Choate Investment Advisors
Massachusetts
$320K +$346K +2,507 New
JAFL
1005
Jay A. Fishman Ltd
Michigan
$319K – – –
RWM
1006
Ritholtz Wealth Management
New York
$319K +$152K +1,100 +78%
IC
1007
Investment Counsel
Michigan
$318K – – –
SXL
1008
Summit X LLC
Missouri
$318K +$27.1K +196 +9%
BCM
1009
Brasada Capital Management
Texas
$317K -$10.5K -76 -3%
BMM
1010
Berkshire Money Management
Massachusetts
$316K +$342K +2,476 New
CCMD
1011
Cypress Capital Management (Delaware)
Delaware
$315K -$8.97K -65 -3%
RM
1012
Resource Management
Louisiana
$314K +$39.2K +284 +13%
RMCM
1013
Reynders McVeigh Capital Management
Massachusetts
$312K -$38.1K -276 -10%
SVWA
1014
Sound View Wealth Advisors
Georgia
$311K +$336K +2,433 New
WCA
1015
Westover Capital Advisors
Delaware
$310K -$37.8K -274 -10%
GC
1016
Grimes & Company
Massachusetts
$310K +$828 +6 +0.2%
CFD
1017
Creative Financial Designs
Indiana
$309K -$52.7K -382 -14%
OIA
1018
Optimum Investment Advisors
Illinois
$309K – – –
SAM
1019
Smithbridge Asset Management
Pennsylvania
$309K +$127K +917 +61%
HWA
1020
Hillcrest Wealth Advisors
New Jersey
$306K +$331K +2,401 New
LCM
1021
Liberty Capital Management
Michigan
$305K +$330K +2,392 New
GIP
1022
Greatmark Investment Partners
Georgia
$304K – – –
THWM
1023
Taylor Hoffman Wealth Management
Virginia
$303K – – –
CPSAC
1024
Chas P. Smith & Associates (CPS)
Florida
$301K -$17.4K -126 -5%
DJSG
1025
D.J. St. Germain
Massachusetts
$301K +$16.2K +117 +5%
39 40
41
42 43