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
TW
1976
TrinityPoint Wealth
Connecticut
$327K -$3.8K -19 -1%
DFG
1977
Delta Financial Group
New Jersey
$326K +$94.3K +471 +42%
BMM
1978
Buffington Mohr McNeal
Idaho
$326K -$300K -1,500 -48%
EWM
1979
Executive Wealth Management
Michigan
$325K -$32.2K -161 -9%
TA
1980
TFG Advisers
Michigan
$325K +$1K +5 +0.3%
CA
1981
Callahan Advisors
Texas
$323K +$317K +1,585 New
CSIA
1982
Conrad Siegel Investment Advisors
Pennsylvania
$322K +$20.2K +101 +7%
ZIG
1983
Zullo Investment Group
Pennsylvania
$321K +$2K +10 +0.6%
IFWM
1984
Institute for Wealth Management
Colorado
$320K -$80.9K -404 -21%
PF
1985
Parker Financial
Washington
$319K +$9.81K +49 +3%
DWM
1986
Dopkins Wealth Management
New York
$318K +$29.2K +146 +10%
MIM
1987
Marco Investment Management
Georgia
$318K – – –
HIS
1988
Horizon Investment Services
Indiana
$317K +$200 +1 +0.1%
FFWM
1989
Future Financial Wealth Management
Ohio
$317K – – –
OCG
1990
Opus Capital Group
Ohio
$316K +$4.2K +21 +1%
OBWG
1991
Onyx Bridge Wealth Group
New York
$315K +$200 +1 +0.1%
ECA
1992
Elevated Capital Advisors
Utah
$313K +$58.5K +292 +23%
PG
1993
Patten Group
Tennessee
$313K -$100K -500 -25%
CWM
1994
Curi Wealth Management
North Carolina
$313K -$308K -1,539 -50%
CBT
1995
CoreFirst Bank & Trust
Kansas
$312K +$306K +1,529 New
HG
1996
Harbor Group
New Hampshire
$311K -$46.4K -232 -13%
PCMF
1997
Private Capital Management (Florida)
Florida
$311K +$305K +1,522 New
OFA
1998
Onyx Financial Advisors
Idaho
$309K +$200 +1 +0.1%
TWM
1999
Thrive Wealth Management
Pennsylvania
$309K -$415K -2,074 -58%
WSC
2000
Wellington Shields & Co
New York
$308K +$5K +25 +2%
78 79
80
81 82