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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
1976
First Growth Capital
Maryland
$1.53M – – –
BLC
1977
Brown, Lisle/Cummings
Rhode Island
$1.53M – – –
CAM
1978
Cidel Asset Management
Ontario, Canada
$1.52M – – –
SN
1979
Sittner & Nelson
Oregon
$1.52M +$513K +1,529 +48%
SRWM
1980
Shira Ridge Wealth Management
California
$1.52M -$216K -645 -12%
SFA
1981
Seneca Financial Advisors
New York
$1.51M – – –
KCM
1982
Key Capital Management
Tennessee
$1.51M +$1.4M +4,180 +773%
PWP
1983
Prasad Wealth Partners
Ohio
$1.51M +$1.03M +3,083 +190%
FNT
1984
First Nebraska Trust
Nebraska
$1.51M – – –
PE
1985
PCM Encore
Colorado
$1.51M -$508K -1,515 -24%
TFO
1986
Tarbox Family Office
California
$1.5M – – –
FWP
1987
Forefront Wealth Partners
Texas
$1.5M +$253K +754 +19%
EA
1988
Everpar Advisors
Oklahoma
$1.5M -$4.36K -13 -0.3%
VIM
1989
Vista Investment Management
Pennsylvania
$1.5M -$7.05K -21 -0.4%
GWM
1990
GDS Wealth Management
Texas
$1.5M -$140K -416 -8%
AWA
1991
Archvest Wealth Advisors
California
$1.5M -$66.4K -198 -4%
AFG
1992
Albion Financial Group
Utah
$1.5M – – –
BWM
1993
BigSur Wealth Management
Florida
$1.49M – – –
SWM
1994
Sherman Wealth Management
Maryland
$1.49M +$4.7K +14 +0.3%
PFA
1995
Pathway Financial Advisors
Vermont
$1.49M – – –
PFG
1996
Pacific Financial Group
Washington
$1.49M -$9.39K -28 -0.6%
KAS
1997
KPP Advisory Services
Kentucky
$1.49M -$395K -1,178 -20%
JAG
1998
Journey Advisory Group
Kentucky
$1.48M -$151K -450 -9%
1L
1999
10Elms LLP
Oklahoma
$1.48M +$59K +176 +4%
KCP
2000
Kera Capital Partners
California
$1.48M +$66.8K +199 +5%
78 79
80
81 82