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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
2001
BCK Partners
New York
$1.77M -$97.6K -273 -5%
IPW
2002
IronBridge Private Wealth
Texas
$1.76M -$550K -1,537 -24%
PFG
2003
Pacific Financial Group
Washington
$1.76M +$40.8K +114 +2%
EFH
2004
Eaton Financial Holdings
Florida
$1.75M -$1.26M -3,520 -43%
FGC
2005
First Growth Capital
Maryland
$1.75M – – –
AWP
2006
Abacus Wealth Partners
California
$1.75M +$564K +1,577 +50%
PIS
2007
POM Investment Strategies
North Carolina
$1.75M +$1.69M +4,730 New
SFA
2008
Seneca Financial Advisors
New York
$1.75M +$1.79K +5 +0.1%
AWA
2009
Archvest Wealth Advisors
California
$1.74M +$13.2K +37 +0.8%
JWS
2010
Juncture Wealth Strategies
Arizona
$1.74M -$33.3K -93 -2%
FNT
2011
First Nebraska Trust
Nebraska
$1.74M – – –
MWPCG
2012
Measured Wealth Private Client Group
New Hampshire
$1.74M +$99.8K +279 +6%
LFS
2013
Littlejohn Financial Services
Oregon
$1.74M -$50.8K -142 -3%
TFO
2014
Tarbox Family Office
California
$1.73M – – –
IFWM
2015
Institute for Wealth Management
Colorado
$1.73M -$110K -309 -6%
SWM
2016
Sherman Wealth Management
Maryland
$1.73M +$3.93K +11 +0.2%
VIM
2017
Vista Investment Management
Pennsylvania
$1.72M -$4.29K -12 -0.3%
BWM
2018
BigSur Wealth Management
Florida
$1.72M – – –
MA
2019
MW Advisory
Georgia
$1.72M +$1.66M +4,648 New
JAA
2020
Joel Adams & Associates
North Carolina
$1.72M +$23.2K +65 +1%
EA
2021
Everpar Advisors
Oklahoma
$1.72M -$12.5K -35 -0.7%
EL
2022
EWA LLC
Pennsylvania
$1.72M +$391K +1,094 +31%
KAS
2023
KPP Advisory Services
Kentucky
$1.72M -$715 -2 -0%
JMNC
2024
J. Mark Nickell & Co
Tennessee
$1.72M -$68.7K -192 -4%
FFS
2025
Flavin Financial Services
Florida
$1.71M -$59.4K -166 -3%
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