We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1976
Delta Financial Group
New Jersey
$326K +$94.3K +471 +42%
BMM
1977
Buffington Mohr McNeal
Idaho
$326K -$300K -1,500 -48%
EWM
1978
Executive Wealth Management
Michigan
$325K -$32.2K -161 -9%
TA
1979
TFG Advisers
Michigan
$325K +$1K +5 +0.3%
CA
1980
Callahan Advisors
Texas
$323K +$317K +1,585 New
CSIA
1981
Conrad Siegel Investment Advisors
Pennsylvania
$322K +$20.2K +101 +7%
ZIG
1982
Zullo Investment Group
Pennsylvania
$321K +$2K +10 +0.6%
IFWM
1983
Institute for Wealth Management
Colorado
$320K -$80.9K -404 -21%
PF
1984
Parker Financial
Washington
$319K +$9.81K +49 +3%
DWM
1985
Dopkins Wealth Management
New York
$318K +$29.2K +146 +10%
MIM
1986
Marco Investment Management
Georgia
$318K – – –
HIS
1987
Horizon Investment Services
Indiana
$317K +$200 +1 +0.1%
FFWM
1988
Future Financial Wealth Management
Ohio
$317K – – –
OCG
1989
Opus Capital Group
Ohio
$316K +$4.2K +21 +1%
OBWG
1990
Onyx Bridge Wealth Group
New York
$315K +$200 +1 +0.1%
ECA
1991
Elevated Capital Advisors
Utah
$313K +$58.5K +292 +23%
PG
1992
Patten Group
Tennessee
$313K -$100K -500 -25%
CWM
1993
Curi Wealth Management
North Carolina
$313K -$308K -1,539 -50%
CBT
1994
CoreFirst Bank & Trust
Kansas
$312K +$306K +1,529 New
HG
1995
Harbor Group
New Hampshire
$311K -$46.4K -232 -13%
PCMF
1996
Private Capital Management (Florida)
Florida
$311K +$305K +1,522 New
OFA
1997
Onyx Financial Advisors
Idaho
$309K +$200 +1 +0.1%
TWM
1998
Thrive Wealth Management
Pennsylvania
$309K -$415K -2,074 -58%
WSC
1999
Wellington Shields & Co
New York
$308K +$5K +25 +2%
QPWM
2000
Quadrant Private Wealth Management
Pennsylvania
$307K -$117K -585 -28%
78 79
80
81 82