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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1151
JBJ Investment Partners
South Carolina
$214K +$206K +1,478 New
PCMC
1152
Private Capital Management (Colorado)
Colorado
$214K +$206K +1,478 New
BWP
1153
BSW Wealth Partners
Colorado
$213K +$206K +1,475 New
WCWM
1154
Willow Creek Wealth Management
California
$211K +$203K +1,455 New
CM
1155
Capital Management
Virginia
$210K +$202K +1,450 New
JG
1156
Jefferies Group
New York
$208K +$200K +1,436 New
SAM
1157
Summit Asset Management
Tennessee
$208K +$200K +1,436 New
CCM
1158
Consolidated Capital Management
California
$206K +$199K +1,425 New
FFSOTS
1159
Fiduciary Financial Services of The Southwest
Texas
$205K +$197K +1,415 New
CWM
1160
Concentrum Wealth Management
California
$205K +$198K +1,419 New
CWS
1161
Cypress Wealth Services
California
$204K -$208K -1,493 -51%
BWL
1162
Bogart Wealth LLC
Virginia
$204K +$39.3K +282 +25%
SIAS
1163
Shine Investment Advisory Services
Colorado
$199K – – –
PIA
1164
Phoenix Investment Adviser
New York
$194K – – –
POIA
1165
Pin Oak Investment Advisors
Texas
$193K – – –
IWP
1166
Icon Wealth Partners
Texas
$191K +$279 +2 +0.2%
AIP
1167
Ameritas Investment Partners
Nebraska
$191K +$10.6K +76 +6%
CAM
1168
Close Asset Management
United Kingdom
$188K +$87.9K +630 +94%
MSFP
1169
Mark Sheptoff Financial Planning
Connecticut
$183K – – –
YWP
1170
YorkBridge Wealth Partners
New York
$174K -$11.9K -85 -7%
RTC
1171
Riverview Trust Company
Washington
$169K – – –
IF
1172
Ironwood Financial
Arizona
$166K – – –
AA
1173
Advisory Alpha
Michigan
$164K +$155K +1,114 New
CBT
1174
Central Bank & Trust
Kentucky
$158K -$27.6K -198 -15%
RE
1175
RBC Europe
United Kingdom
$156K +$15.3K +110 +11%
45 46
47
48 49