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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1026
Surevest
California
$298K +$323K +2,336 New
WAG
1027
Winthrop Advisory Group
Massachusetts
$297K – – –
TF
1028
Trek Financial
Arizona
$297K +$321K +2,325 New
CWM
1029
Calamos Wealth Management
Illinois
$296K -$351K -2,545 -52%
SAA
1030
Southeast Asset Advisors
Georgia
$295K – – –
DSC
1031
Duncker Streett & Co
Missouri
$295K +$2.9K +21 +0.9%
CFB
1032
Cullen/Frost Bankers
Texas
$292K -$18.4K -133 -5%
FM
1033
Family Management
New York
$289K +$313K +2,265 New
WCM
1034
WealthBridge Capital Management
Ohio
$287K +$311K +2,252 New
BBA
1035
BLB&B Advisors
Pennsylvania
$284K – – –
ECM
1036
EagleClaw Capital Management
Massachusetts
$284K – – –
SPC
1037
Stewart & Patten Company
California
$281K – – –
MWM
1038
Meridian Wealth Management
Kentucky
$280K -$44.5K -322 -13%
FCB
1039
First Command Bank
Texas
$278K – – –
FCFS
1040
First Command Financial Services
Texas
$278K – – –
MCWS
1041
McKinley Carter Wealth Services
West Virginia
$278K +$27.9K +202 +10%
DWM
1042
Destination Wealth Management
California
$276K +$136K +983 +83%
MCG
1043
McCollum Christoferson Group
New York
$275K -$35.9K -260 -11%
NCM
1044
Novare Capital Management
North Carolina
$274K +$138 +1 +0%
BFM
1045
Boston Financial Management
Massachusetts
$271K -$10.2K -74 -3%
PIM
1046
Provident Investment Management
Michigan
$270K -$29.8K -216 -9%
BKA
1047
Brick & Kyle Associates
Pennsylvania
$270K +$292K +2,114 New
CCM
1048
Covington Capital Management
California
$269K – – –
WJA
1049
Williams Jones & Associates
New York
$269K – – –
SHJ
1050
Sharkey, Howes & Javer
Colorado
$268K +$82.8K +600 +40%
40 41
42
43 44