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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
1076
Cape Cod Five Cents Savings Bank
Massachusetts
$247K +$46.4K +336 +21%
AP
1077
Appleton Partners
Massachusetts
$246K – – –
HIMC
1078
Heritage Investors Management Corp
Maryland
$246K – – –
MAM
1079
Meeder Asset Management
Ohio
$246K +$9.8K +71 +4%
KM
1080
Kalos Management
Georgia
$245K +$239K +1,732 New
CCM
1081
Condor Capital Management
New Jersey
$244K – – –
ESB
1082
Essex Savings Bank
Connecticut
$244K +$264K +1,914 New
RPGK
1083
Retirement Planning Group (Kansas)
Kansas
$242K -$163K -1,180 -38%
CWM
1084
Cordatus Wealth Management
Pennsylvania
$242K +$262K +1,900 New
PPCM
1085
Pillar Pacific Capital Management
California
$241K -$20.4K -148 -7%
GIA
1086
Granite Investment Advisors
New Hampshire
$241K – – –
MBT
1087
Montecito Bank & Trust
California
$241K – – –
AWM
1088
Avondale Wealth Management
Texas
$239K – – –
VBFG
1089
Vishria Bird Financial Group
Tennessee
$239K – – –
HI
1090
Human Investing
Oregon
$239K +$259K +1,873 New
HCIA
1091
Hochman Cole Investment Advisors
Illinois
$237K -$27.6K -200 -10%
CHP
1092
Cable Hill Partners
Oregon
$235K – – –
RIL
1093
Rothschild Investment LLC
Illinois
$230K – – –
WEC
1094
Winslow Evans & Crocker
Massachusetts
$230K +$79.2K +574 +47%
DAM
1095
Delta Asset Management
Tennessee
$229K -$37K -268 -13%
CFG
1096
Citizens Financial Group
Rhode Island
$229K – – –
RT
1097
Rockland Trust
Massachusetts
$229K – – –
HFS
1098
Haverford Financial Services
Pennsylvania
$229K +$248K +1,796 New
FNT
1099
First National Trust
Pennsylvania
$228K – – –
ACM
1100
Armbruster Capital Management
New York
$227K -$21.1K -153 -8%
42 43
44
45 46