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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1001
Burney Company
Virginia
$371K -$215K -1,542 -38%
FF
1002
Friedenthal Financial
New Jersey
$371K -$202K -1,451 -36%
GIA
1003
GHP Investment Advisors
Colorado
$369K – – –
SVWA
1004
Sound View Wealth Advisors
Georgia
$369K +$16.5K +118 +5%
CWM
1005
Cabot Wealth Management
Massachusetts
$363K -$3.63K -26 -1%
CIA
1006
Choate Investment Advisors
Massachusetts
$363K – – –
GC
1007
Grimes & Company
Massachusetts
$363K +$11K +79 +3%
GT
1008
Greenleaf Trust
Michigan
$363K +$350K +2,507 New
SXL
1009
Summit X LLC
Missouri
$362K +$279 +2 +0.1%
JAFL
1010
Jay A. Fishman Ltd
Michigan
$362K – – –
IC
1011
Investment Counsel
Michigan
$361K – – –
CCMG
1012
Clark Capital Management Group
Pennsylvania
$359K +$347K +2,484 New
SA
1013
Sicart Associates
New York
$358K -$41.9K -300 -11%
CA
1014
Claro Advisors
Massachusetts
$357K -$20.2K -145 -6%
RM
1015
Resource Management
Louisiana
$356K – – –
BCM
1016
Brasada Capital Management
Texas
$355K -$4.46K -32 -1%
MWM
1017
Meridian Wealth Management
Kentucky
$355K +$35.6K +255 +12%
RMCM
1018
Reynders McVeigh Capital Management
Massachusetts
$354K – – –
PSUF
1019
People's United Financial
Connecticut
$353K +$94.2K +675 +38%
WCA
1020
Westover Capital Advisors
Delaware
$351K – – –
OIA
1021
Optimum Investment Advisors
Illinois
$350K – – –
OC
1022
Oakworth Capital
Alabama
$349K -$255K -1,830 -43%
HWA
1023
Hillcrest Wealth Advisors
New Jersey
$347K – – –
AWM
1024
Avior Wealth Management
Nebraska
$347K +$187K +1,342 +126%
SAM
1025
Smithbridge Asset Management
Pennsylvania
$344K -$6.98K -50 -2%
39 40
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