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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1201
Clear Perspective Advisors
Illinois
$412K -$412K -2,630 -51%
BWM
1202
BCS Wealth Management
Tennessee
$412K +$395K +2,519 New
GT
1203
Greenleaf Trust
Michigan
$410K – – –
HPC
1204
HM Payson & Co
Maine
$410K – – –
CHC
1205
City Holding Co
West Virginia
$408K – – –
BWP
1206
BSW Wealth Partners
Colorado
$405K +$157 +1 +0%
RM
1207
Resource Management
Louisiana
$403K – – –
GHA
1208
GW Henssler & Associates
Georgia
$402K +$141K +901 +58%
ECM
1209
EagleClaw Capital Management
Massachusetts
$398K – – –
OC
1210
Oakworth Capital
Alabama
$398K – – –
RMCM
1211
Reynders McVeigh Capital Management
Massachusetts
$396K – – –
SIM
1212
Sonora Investment Management
Arizona
$396K +$94.5K +603 +33%
IA
1213
Independence Advisors
Pennsylvania
$395K -$168K -1,072 -31%
ABP
1214
Arthur B. Page
$393K -$15.7K -100 -4%
SAM
1215
Smithbridge Asset Management
Pennsylvania
$388K – – –
THWM
1216
Taylor Hoffman Wealth Management
Virginia
$388K – – –
TCBWMS
1217
Texas Capital Bank Wealth Management Services
Texas
$386K +$369K +2,357 New
FC
1218
Fulcrum Capital
Washington
$385K -$180K -1,150 -33%
AMCA
1219
Arthur M. Cohen & Associates
Illinois
$385K +$156K +996 +73%
CBA
1220
Coastal Bridge Advisors
Connecticut
$380K -$29.5K -188 -7%
PP
1221
Patten & Patten
Tennessee
$380K +$87.3K +557 +32%
CPSAC
1222
Chas P. Smith & Associates (CPS)
Florida
$379K – – –
CIA
1223
Compass Ion Advisors
Pennsylvania
$379K +$363K +2,314 New
BOTW
1224
Bank of the West
California
$378K – – –
BBA
1225
BLB&B Advisors
Pennsylvania
$375K – – –
47 48
49
50 51