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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Dopkins Wealth Management
New York
$261K +$255K +1,080 New
SFA
2002
Souders Financial Advisors
Ohio
$259K -$4.72K -20 -2%
OC
2003
Oarsman Capital
Wisconsin
$259K -$236 -1 -0.1%
BFO
2004
Biltmore Family Office
North Carolina
$259K – – –
FF
2005
Financial Futures
New Jersey
$259K +$253K +1,072 New
JSL
2006
JT Stratford LLC
Georgia
$258K +$7.08K +30 +3%
BWM
2007
Brickley Wealth Management
California
$256K +$23.1K +98 +10%
SVCP
2008
Silicon Valley Capital Partners
California
$255K +$2.83K +12 +1%
ESB
2009
Essex Savings Bank
Connecticut
$254K – – –
4FG
2010
4Thought Financial Group
New York
$253K +$472 +2 +0.2%
DI
2011
Diligent Investors
California
$253K +$17K +72 +7%
CWM
2012
ClientFirst Wealth Management
Arkansas
$253K +$260K +1,100 New
TC
2013
TownSquare Capital
Utah
$251K -$116K -493 -32%
TWM
2014
Trinity Wealth Management
Pennsylvania
$251K -$115K -486 -32%
DA
2015
Detalus Advisors
Missouri
$251K -$24.8K -105 -9%
PW
2016
Peninsula Wealth
California
$251K +$245K +1,038 New
SA
2017
SWM Advisors
Florida
$251K +$257K +1,087 New
BCP
2018
Blackhawk Capital Partners
Wisconsin
$250K – – –
CFB
2019
Cullen/Frost Bankers
Texas
$250K +$9.91K +42 +4%
SAS
2020
Sage Advisory Services
Texas
$250K +$244K +1,035 New
BIA
2021
Barry Investment Advisors
Massachusetts
$250K +$245K +1,036 New
AIP
2022
Ameritas Investment Partners
Nebraska
$249K -$10.6K -45 -4%
WE
2023
Wealth Effects
Massachusetts
$249K +$244K +1,032 New
RE
2024
RBC Europe
United Kingdom
$248K – – –
BZWA
2025
Blue Zone Wealth Advisors
California
$248K +$242K +1,027 New
79 80
81
82 83