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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
151
Allen Investment Management
New York
$58.7M -$2.32M -11,621 -3%
KCG
152
Kinsale Capital Group
Virginia
$58.6M – – –
HF
153
HRT Financial
New York
$58.3M -$212K -1,064 -0.3%
SA
154
SAM Advisors
California
$58.1M +$680K +3,413 +1%
RBC
155
Roble Belko & Company
Pennsylvania
$57.2M +$2.11M +10,567 +3%
JIC
156
Joel Isaacson & Co
New York
$56.9M +$232K +1,166 +0.4%
RVPG
157
Relative Value Partners Group
$56.6M +$818K +4,106 +1%
UB
158
UMB Bank
Missouri
$56.6M +$1.29M +6,483 +2%
UCFA
159
United Capital Financial Advisors
Texas
$55.9M -$1.18M -5,940 -2%
YC
160
Yarbrough Capital
Tennessee
$55.8M – – –
CWM
161
Circle Wealth Management
New Jersey
$55.8M +$3.52M +17,666 +6%
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$54.6M +$9.6M +48,184 +19%
RWM
163
Rezny Wealth Management
Florida
$53.5M +$16.7K +84 +0%
RFC
164
Regions Financial Corp
Alabama
$53.5M -$1.32M -6,620 -2%
ASW
165
Astoria Strategic Wealth
Texas
$52.6M +$587K +2,943 +1%
VA
166
Valmark Advisers
Ohio
$51.1M -$3.79M -19,001 -6%
LSAG
167
Lake Street Advisors Group
New Hampshire
$51.1M +$406K +2,039 +0.7%
CSIA
168
Carl Stuart Investment Advisor
Texas
$51.1M +$575K +2,883 +1%
HCC
169
Hirtle Callaghan & Co
Pennsylvania
$50.7M +$16.7M +83,776 +42%
SA
170
Sunesis Advisors
Kansas
$50.7M +$399 +2 +0%
UOMF
171
University of Massachusetts Foundation
Massachusetts
$50.6M +$16.6M +83,064 +42%
SWM
172
Seaside Wealth Management
California
$50.3M +$7.18M +36,018 +16%
WSFS
173
Wilmington Savings Fund Society
Delaware
$49.6M -$1.38M -6,906 -2%
VM
174
VPR Management
Texas
$49.1M – – –
SP
175
Symmetry Partners
Connecticut
$48.8M +$572K +2,868 +1%
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