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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1976
SFMG Wealth Advisors
Texas
$580K -$46.4K -210 -8%
BWFA
1977
Baltimore-Washington Financial Advisors
Maryland
$579K -$9.95K -45 -2%
PRS
1978
Pinkerton Retirement Specialists
Idaho
$578K -$25.9K -117 -5%
BAM
1979
Bellevue Asset Management
Washington
$576K -$221 -1 -0%
KWS
1980
Keystone Wealth Services
California
$574K – – –
AA
1981
Apriem Advisors
California
$574K – – –
AWP
1982
Abacus Wealth Partners
California
$573K -$287K -1,297 -35%
GI
1983
Gradient Investments
Minnesota
$573K +$215K +974 +68%
SAA
1984
Southeast Asset Advisors
Georgia
$573K – – –
PWMG
1985
Pinnacle Wealth Management Group
Michigan
$573K +$2.65K +12 +0.5%
AC
1986
Anson Capital
Georgia
$572K +$663 +3 +0.1%
ACM
1987
AlphaStar Capital Management
North Carolina
$571K +$266K +1,204 New
LWM
1988
Ledge Wealth Management
Minnesota
$568K +$69.9K +316 +15%
FCA
1989
Fortis Capital Advisors
Kansas
$568K -$215K -972 -29%
USWIA
1990
UP Strategic Wealth Investment Advisors
Pennsylvania
$567K +$529K +2,391 New
CWS
1991
Cypress Wealth Services
California
$566K +$28.3K +128 +6%
IBOK
1992
Independence Bank of Kentucky
Kentucky
$565K +$3.32K +15 +0.6%
WRM
1993
Weybosset Research & Management
Rhode Island
$563K – – –
FP
1994
Financial Perspectives
Minnesota
$563K +$2.21K +10 +0.4%
WLPWM
1995
Walled Lake Planning & Wealth Management
Illinois
$562K +$524K +2,371 New
FA
1996
Fiduciary Alliance
South Carolina
$562K -$125K -564 -19%
SWP
1997
Strategic Wealth Partners
Ohio
$561K -$77.4K -350 -13%
PWM
1998
Penobscot Wealth Management
Maine
$561K -$3.1K -14 -0.6%
DACG
1999
Donor Advised Charitable Giving
California
$560K +$522K +2,360 New
AWM
2000
Aprio Wealth Management
Georgia
$559K +$111K +502 +27%
78 79
80
81 82