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
DA
1976
Detalus Advisors
Missouri
$671K -$47K -190 -7%
SAA
1977
Southeast Asset Advisors
Georgia
$671K +$41.1K +166 +7%
RA
1978
Riverstone Advisors
Texas
$670K – – –
JWM
1979
Jackson Wealth Management
Florida
$665K – – –
PRWA
1980
Platte River Wealth Advisors
Colorado
$665K +$742 +3 +0.1%
SPC
1981
Stewart & Patten Company
California
$664K – – –
TCM
1982
Tandem Capital Management
New Jersey
$664K +$69.3K +280 +12%
EWA
1983
Evolution Wealth Advisors
Florida
$662K – – –
GWWM
1984
Great Waters Wealth Management
Minnesota
$661K -$46.5K -188 -7%
SEP
1985
Southland Equity Partners
Missouri
$660K +$495 +2 +0.1%
AWAP
1986
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$660K +$106K +429 +20%
AF
1987
Apollon Financial
South Carolina
$659K – – –
KIG
1988
Kowal Investment Group
Wisconsin
$658K -$32.7K -132 -5%
MWA
1989
Martel Wealth Advisors
Washington
$655K -$31.4K -127 -5%
JAFL
1990
Jay A. Fishman Ltd
Michigan
$650K – – –
CPC
1991
Consolidated Planning Corp
Georgia
$649K -$23.9M -96,738 -97%
LJAC
1992
L.J. Altfest & Co
New York
$643K +$2.72K +11 +0.4%
RFP
1993
RCS Financial Planning
Maryland
$642K -$990 -4 -0.2%
AWM
1994
Aprio Wealth Management
Georgia
$642K +$27.5K +111 +5%
MF
1995
Manchester Financial
California
$641K – – –
CWA
1996
Consilio Wealth Advisors
Washington
$641K -$51.5K -208 -8%
SWP
1997
Strategic Wealth Partners
Ohio
$641K +$25K +101 +4%
UWPG
1998
Ullmann Wealth Partners Group
Florida
$641K +$180K +728 +42%
BCM
1999
Bienville Capital Management
New York
$640K – – –
HTIM
2000
Harbour Trust & Investment Management
Indiana
$640K -$12.4K -50 -2%
78 79
80
81 82