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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1976
Pursue Wealth Partners
California
$1.86M – – –
HIM
1977
Hanlon Investment Management
New Jersey
$1.86M +$19.7K +55 +1%
HCA
1978
Harbour Capital Advisors
Virginia
$1.86M -$14.3K -40 -0.8%
BWM
1979
BKM Wealth Management
Wisconsin
$1.85M -$74.4K -208 -4%
AF
1980
AtlasMark Financial
Texas
$1.85M – – –
SP
1981
SmartHarvest Portfolios
Washington
$1.85M – – –
TCMP
1982
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.84M +$10K +28 +0.6%
MCM
1983
Morton Capital Management
California
$1.84M -$392K -1,095 -18%
AA
1984
AF Advisors
California
$1.84M -$11.1K -31 -0.6%
GW
1985
Graetz Wealth
Michigan
$1.83M +$25.7K +72 +1%
BWP
1986
Bernardo Wealth Planning
Pennsylvania
$1.83M -$102K -285 -5%
RWM
1987
Revisor Wealth Management
Ohio
$1.83M -$59.4K -166 -3%
CWI
1988
Conscious Wealth Investments
Florida
$1.82M – – –
VNA
1989
Valley National Advisers
Pennsylvania
$1.82M -$11.4K -32 -0.6%
MCP
1990
Miller Capital Partners
Michigan
$1.82M – – –
TC
1991
Tannin Capital
North Carolina
$1.82M -$76.2K -213 -4%
HWA
1992
HHM Wealth Advisors
Tennessee
$1.81M -$38.6K -108 -2%
SI
1993
SimpliFi Inc
California
$1.8M -$130K -363 -7%
DI
1994
Disciplined Investors
Texas
$1.79M -$86.9K -243 -5%
AFO
1995
Allie Family Office
Florida
$1.78M +$1.72M +4,823 New
SRWM
1996
Shira Ridge Wealth Management
California
$1.78M +$31.5K +88 +2%
WDG
1997
Wealth Dimensions Group
Ohio
$1.78M -$25.7K -72 -1%
1NWS
1998
1 North Wealth Services
Maryland
$1.78M – – –
NLP
1999
Next Level Private
New York
$1.77M -$67.2K -188 -4%
CCMI
2000
Creative Capital Management Investments
California
$1.77M -$16.8K -47 -1%
78 79
80
81 82