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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1126
Schneider Downs Wealth Management Advisors
Pennsylvania
$236K +$228K +1,634 New
DIM
1127
Delta Investment Management
California
$236K +$228K +1,635 New
MC
1128
Matisse Capital
Oregon
$235K – – –
SNB
1129
Security National Bank
Nebraska
$234K – – –
CA
1130
Cornerstone Advisory
Maryland
$234K +$226K +1,620 New
NCM
1131
Northwest Capital Management
Oregon
$233K -$55.9K -401 -20%
TSS
1132
Thomas Story & Son
Indiana
$232K – – –
DAM
1133
Delta Asset Management
Tennessee
$229K -$29.9K -214 -12%
CCA
1134
Checchi Capital Advisers
California
$229K +$221K +1,583 New
MPW
1135
MA Private Wealth
California
$227K +$558 +4 +0.3%
NWP
1136
Northstar Wealth Partners
Connecticut
$226K -$379K -2,716 -64%
MAM
1137
Meeder Asset Management
Ohio
$226K -$50.5K -362 -19%
PGFC
1138
Peapack-Gladstone Financial Corp
New Jersey
$225K -$73.9K -530 -25%
RIG
1139
Roosevelt Investment Group
New York
$222K -$19.3K -138 -8%
AMIM
1140
Aull & Monroe Investment Management
Alabama
$222K +$214K +1,535 New
MBT
1141
Montecito Bank & Trust
California
$220K -$51.6K -370 -20%
BHWM
1142
Bar Harbor Wealth Management
New Hampshire
$220K +$212K +1,519 New
KM
1143
Kalos Management
Georgia
$218K -$31.5K -226 -13%
BFIM
1144
Beese Fulmer Investment Management
Ohio
$218K +$210K +1,506 New
CCM
1145
Crabel Capital Management
California
$218K +$210K +1,507 New
JC
1146
Jacobs & Co
California
$218K +$211K +1,512 New
PCM
1147
Pointe Capital Management
Michigan
$216K +$209K +1,496 New
SCA
1148
Snowden Capital Advisors
New York
$216K -$71.6K -513 -26%
EFS
1149
Essex Financial Services
Connecticut
$215K -$85K -609 -29%
EW
1150
Emerson Wealth
Michigan
$214K -$16.2K -116 -7%
44 45
46
47 48