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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1976
Sandbox Financial Partners
Maryland
$724K -$17.3K -67 -2%
BONH
1977
Bank of New Hampshire
New Hampshire
$724K -$40.6K -157 -5%
VHAM
1978
Van Hulzen Asset Management
California
$723K -$1.03K -4 -0.1%
EFP
1979
EnRich Financial Partners
Wisconsin
$721K +$366K +1,415 +111%
SVWG
1980
Shared Vision Wealth Group
United States
$718K – – –
SLWA
1981
San Luis Wealth Advisors
California
$716K +$692K +2,675 New
WLPWM
1982
Walled Lake Planning & Wealth Management
Illinois
$714K +$15.8K +61 +2%
PGAM
1983
Princeton Global Asset Management
New Jersey
$712K +$678K +2,619 +6,091%
BP
1984
Broadleaf Partners
Ohio
$709K +$98.9K +382 +17%
CFGA
1985
Cambridge Financial Group (Arizona)
Arizona
$709K – – –
LT
1986
Legacy Trust
Michigan
$708K – – –
IPA
1987
Investment Planning Advisors
Georgia
$707K +$684K +2,644 New
EWM
1988
Elmwood Wealth Management
California
$705K – – –
GCA
1989
Greenwood Capital Associates
South Carolina
$705K – – –
BWM
1990
Brickley Wealth Management
California
$703K +$67.3K +260 +11%
JC
1991
JB Capital
Connecticut
$700K -$33.6K -130 -5%
RFA
1992
Register Financial Advisors
Georgia
$700K -$3.11K -12 -0.5%
FFO
1993
Fiduciary Family Office
Florida
$700K – – –
RA
1994
Riverstone Advisors
Texas
$700K +$9.84K +38 +1%
DDC
1995
DF Dent & Co
Maryland
$700K – – –
TCMP
1996
Thrive Capital Management (Pennsylvania)
Pennsylvania
$698K +$675K +2,609 New
MBTD
1997
Mechanics Bank - Trust Department
California
$696K – – –
QWP
1998
Quotient Wealth Partners
Texas
$693K +$175K +675 +35%
SAA
1999
Southeast Asset Advisors
Georgia
$690K – – –
KAM
2000
Knightsbridge Asset Management
California
$688K -$311K -1,201 -32%
78 79
80
81 82