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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1051
FSA Wealth Management
Massachusetts
$742K +$45.9K +311 +7%
LFG
1052
Larson Financial Group
Missouri
$741K +$142K +963 +26%
BCM
1053
BTR Capital Management
California
$739K -$73.7K -500 -10%
EWM
1054
Evermay Wealth Management
Virginia
$737K +$37.5K +254 +6%
WPP
1055
Whalerock Point Partners
Rhode Island
$734K – – –
SW
1056
SkyOak Wealth
Michigan
$733K +$691K +4,683 New
AFAS
1057
Acorn Financial Advisory Services
Virginia
$731K -$1.17M -7,938 -63%
CIA
1058
Cascade Investment Advisors
Oregon
$728K +$92K +624 +15%
TAM
1059
Townsend Asset Management
North Carolina
$728K +$1.18K +8 +0.2%
VIM
1060
Vista Investment Management
Pennsylvania
$726K -$16.4K -111 -2%
NPT
1061
Nixon Peabody Trust
Massachusetts
$717K +$15.2K +103 +2%
PFBT
1062
Parkside Financial Bank & Trust
Missouri
$713K -$43.5K -295 -6%
ATFA
1063
All Terrain Financial Advisors
Minnesota
$712K -$656K -4,450 -49%
GSWM
1064
Golden State Wealth Management
California
$711K +$521K +3,530 +348%
FTC
1065
Farmers Trust Company
Ohio
$705K – – –
AC
1066
Avestar Capital
New York
$704K – – –
PIM
1067
Penobscot Investment Management
Massachusetts
$701K -$1.48K -10 -0.2%
SAMC
1068
Spectrum Asset Management (California)
California
$698K -$5.31K -36 -0.8%
FFA
1069
First Foundation Advisors
California
$693K +$43.5K +295 +7%
PAG
1070
Pinnacle Advisory Group
Maryland
$689K -$56K -380 -8%
AWM
1071
Argent Wealth Management
Massachusetts
$684K +$116K +784 +24%
MFP
1072
Meridian Financial Partners
Virginia
$683K – – –
CIA
1073
Capital Investment Advisors
Georgia
$682K -$3.54K -24 -0.5%
WFM
1074
Wolff Financial Management
Michigan
$679K -$38.5K -261 -6%
BFA
1075
Bragg Financial Advisors
North Carolina
$679K -$13.7K -93 -2%
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43
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