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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1226
Investment Counsel
Michigan
$374K – – –
TF
1227
Trek Financial
Arizona
$373K -$446K -2,848 -56%
JCM
1228
Jag Capital Management
Missouri
$372K – – –
BCA
1229
Bay Colony Advisors
Massachusetts
$371K -$83.4K -532 -19%
MCG
1230
McCollum Christoferson Group
New York
$371K +$146K +932 +70%
AFAS
1231
Acorn Financial Advisory Services
Virginia
$371K +$356K +2,270 New
DJSG
1232
D.J. St. Germain
Massachusetts
$369K +$10.5K +67 +3%
OIA
1233
Optimum Investment Advisors
Illinois
$368K -$130K -830 -27%
FIA
1234
Foundations Investment Advisors
Arizona
$367K -$102K -648 -22%
NWP
1235
Northstar Wealth Partners
Connecticut
$367K -$2.04K -13 -0.6%
CA
1236
Capital Advantage
California
$366K -$10.8K -69 -3%
SXL
1237
Summit X LLC
Missouri
$366K -$783 -5 -0.2%
MWM
1238
Meridian Wealth Management
Kentucky
$365K +$1.1K +7 +0.3%
GIP
1239
Greatmark Investment Partners
Georgia
$364K -$12.5K -80 -3%
NEPPG
1240
New England Professional Planning Group
Rhode Island
$364K +$349K +2,226 New
KM
1241
Kalos Management
Georgia
$362K +$343K +2,192 New
HFRG
1242
Houlihan Financial Resource Group
Virginia
$359K +$343K +2,191 New
GWS
1243
Glassman Wealth Services
Virginia
$357K – – –
UAS
1244
United Asset Strategies
New York
$356K +$341K +2,178 New
PIM
1245
Provident Investment Management
Michigan
$355K -$5.48K -35 -2%
CWM
1246
Calamos Wealth Management
Illinois
$355K -$157 -1 -0%
MCWS
1247
McKinley Carter Wealth Services
West Virginia
$354K -$2.35K -15 -0.7%
PPCM
1248
Pillar Pacific Capital Management
California
$352K +$37.3K +238 +12%
TW
1249
Transform Wealth
Colorado
$351K -$47K -300 -12%
SAG
1250
Spotlight Asset Group
Illinois
$351K +$394K +2,517 New
48 49
50
51 52