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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2001
Tannin Capital
North Carolina
$1.82M -$76.2K -213 -4%
HWA
2002
HHM Wealth Advisors
Tennessee
$1.81M -$38.6K -108 -2%
SI
2003
SimpliFi Inc
California
$1.8M -$130K -363 -7%
DI
2004
Disciplined Investors
Texas
$1.79M -$86.9K -243 -5%
AFO
2005
Allie Family Office
Florida
$1.78M +$1.72M +4,823 New
SRWM
2006
Shira Ridge Wealth Management
California
$1.78M +$31.5K +88 +2%
WDG
2007
Wealth Dimensions Group
Ohio
$1.78M -$25.7K -72 -1%
1NWS
2008
1 North Wealth Services
Maryland
$1.78M – – –
WG
2009
Wellington Group
Indiana
$1.78M +$243K +680 +16%
NLP
2010
Next Level Private
New York
$1.77M -$67.2K -188 -4%
CCMI
2011
Creative Capital Management Investments
California
$1.77M -$16.8K -47 -1%
BP
2012
BCK Partners
New York
$1.77M -$97.6K -273 -5%
IPW
2013
IronBridge Private Wealth
Texas
$1.76M -$550K -1,537 -24%
PFG
2014
Pacific Financial Group
Washington
$1.76M +$40.8K +114 +2%
EFH
2015
Eaton Financial Holdings
Florida
$1.75M -$1.26M -3,520 -43%
FGC
2016
First Growth Capital
Maryland
$1.75M – – –
AWP
2017
Abacus Wealth Partners
California
$1.75M +$564K +1,577 +50%
PIS
2018
POM Investment Strategies
North Carolina
$1.75M +$1.69M +4,730 New
SFA
2019
Seneca Financial Advisors
New York
$1.75M +$1.79K +5 +0.1%
AWA
2020
Archvest Wealth Advisors
California
$1.74M +$13.2K +37 +0.8%
JWS
2021
Juncture Wealth Strategies
Arizona
$1.74M -$33.3K -93 -2%
FNT
2022
First Nebraska Trust
Nebraska
$1.74M – – –
MWPCG
2023
Measured Wealth Private Client Group
New Hampshire
$1.74M +$99.8K +279 +6%
LFS
2024
Littlejohn Financial Services
Oregon
$1.74M -$50.8K -142 -3%
TFO
2025
Tarbox Family Office
California
$1.73M – – –
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