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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
1176
Polaris Wealth Advisory Group
California
$437K -$97K -619 -19%
CHP
1177
Cable Hill Partners
Oregon
$436K – – –
CAW
1178
Cornerstone Advisors (Washington)
Washington
$436K +$62.5K +399 +18%
HWA
1179
HCR Wealth Advisors
California
$436K +$134K +856 +47%
AP
1180
Atwood & Palmer
Missouri
$435K – – –
TC
1181
TownSquare Capital
Utah
$434K -$42.6K -272 -9%
FCMT
1182
Founders Capital Management (Texas)
Texas
$433K – – –
TCM
1183
Tandem Capital Management
New Jersey
$430K +$412K +2,629 New
ATPW
1184
Ashton Thomas Private Wealth
Arizona
$430K +$412K +2,628 New
DDC
1185
DF Dent & Co
Maryland
$428K – – –
SHJ
1186
Sharkey, Howes & Javer
Colorado
$425K – – –
PWLP
1187
Prio Wealth Limited Partnership
Massachusetts
$425K +$14.6K +93 +4%
BCCM
1188
Bridge Creek Capital Management
Massachusetts
$425K +$407K +2,595 New
HCP
1189
Holt Capital Partners
Texas
$424K – – –
AFM
1190
Abbot Financial Management
Massachusetts
$424K +$16.3K +104 +4%
WEC
1191
Winslow Evans & Crocker
Massachusetts
$422K +$26K +166 +7%
BFIM
1192
Beese Fulmer Investment Management
Ohio
$421K -$21.2K -135 -5%
FBB
1193
Fulton Breakefield Broenniman
Maryland
$420K +$5.64K +36 +1%
GIA
1194
Granite Investment Advisors
New Hampshire
$419K +$22.7K +145 +6%
RPSA
1195
Richard P. Slaughter Associates
Texas
$418K +$401K +2,557 New
PFG
1196
Pacific Financial Group
Washington
$415K -$173K -1,102 -30%
MMA
1197
Miracle Mile Advisors
California
$414K -$266K -1,695 -40%
JAFL
1198
Jay A. Fishman Ltd
Michigan
$413K +$3.92K +25 +1%
SKK
1199
Shepherd Kaplan Krochuk
Massachusetts
$413K +$1.57K +10 +0.4%
FP
1200
Financial Perspectives
Minnesota
$413K +$395K +2,521 New
46 47
48
49 50