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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1001
BlueSky Wealth Advisors
North Carolina
$457K – – –
AWM
1002
Apollon Wealth Management
South Carolina
$457K +$66.9K +444 +17%
TCOV
1003
Trust Company of Vermont
Vermont
$456K -$14.5K -96 -3%
GC
1004
Grimes & Company
Massachusetts
$455K +$13.9K +92 +3%
CFA
1005
Cahill Financial Advisors
Minnesota
$454K +$301 +2 +0.1%
AI
1006
ArchPoint Investors
Florida
$453K – – –
MIG
1007
McGuire Investment Group
Rhode Island
$453K – – –
SCI
1008
S&CO Inc
Massachusetts
$453K – – –
AAM
1009
American Asset Management
Florida
$452K -$51.4K -341 -10%
WAS
1010
Winch Advisory Services
Wisconsin
$451K -$32K -212 -7%
HIMC
1011
Heritage Investors Management Corp
Maryland
$451K +$209K +1,384 +86%
KLI
1012
Kelman-Lazarov Inc
Tennessee
$448K +$245K +1,623 +121%
MAU
1013
MRA Associates USA
Arizona
$448K – – –
AIM
1014
Acropolis Investment Management
Missouri
$446K +$138K +916 +45%
BBNA
1015
Bremer Bank National Association
Minnesota
$445K -$185K -1,230 -29%
EP
1016
Edgestream Partners
New Jersey
$442K -$408K -2,710 -48%
FLA
1017
Financial Life Advisors
Texas
$442K – – –
MIM
1018
Moseley Investment Management
Florida
$440K +$3.32K +22 +0.8%
PL
1019
Parthenon LLC
Kentucky
$438K +$5.28K +35 +1%
GIA
1020
GHP Investment Advisors
Colorado
$436K +$116K +770 +36%
PG
1021
Patten Group
Tennessee
$431K -$1.65M -10,974 -79%
AIM
1022
Advantage Investment Management
Iowa
$431K -$119K -790 -22%
PB
1023
Pinnacle Bancorp
Nebraska
$430K – – –
BC
1024
Burney Company
Virginia
$429K +$41.2K +273 +11%
FNT
1025
First National Trust
Pennsylvania
$428K +$164K +1,088 +62%
39 40
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