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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KCA
2001
Karn Couzens & Associates
Connecticut
$255K +$251K +1,118 New
GWCM
2002
Godshalk Welsh Capital Management
Pennsylvania
$254K – – –
SN
2003
Sittner & Nelson
Oregon
$254K +$251K +1,114 New
I
2004
IMPACTfolio
Colorado
$252K -$60.3K -268 -19%
RIM
2005
Reynolds Investment Management
South Carolina
$252K +$249K +1,108 New
DWM
2006
Dopkins Wealth Management
New York
$251K +$5.17K +23 +2%
FC
2007
Fulcrum Capital
Washington
$250K -$60K -267 -20%
CWM
2008
ClientFirst Wealth Management
Arkansas
$250K – – –
SFG
2009
Steward Financial Group
Texas
$250K – – –
NWM
2010
NEIRG Wealth Management
Massachusetts
$247K – – –
MIC
2011
Means Investment Company
Maine
$247K +$244K +1,085 New
TWM
2012
Thrive Wealth Management
Pennsylvania
$245K +$242K +1,075 New
ABP
2013
Arthur B. Page
$244K -$39.4K -175 -14%
BFO
2014
Biltmore Family Office
North Carolina
$244K – – –
FF
2015
Financial Futures
New Jersey
$244K – – –
SFA
2016
Souders Financial Advisors
Ohio
$244K +$225 +1 +0.1%
MAM
2017
MMA Asset Management
Pennsylvania
$243K -$3.82K -17 -1%
WFA
2018
WestHill Financial Advisors
California
$243K +$109K +484 +83%
DI
2019
Diligent Investors
California
$242K +$3.15K +14 +1%
SVCP
2020
Silicon Valley Capital Partners
California
$240K -$1.12K -5 -0.5%
SL
2021
Salomon & Ludwin
Virginia
$239K +$33.5K +149 +17%
GFP
2022
Guardian Financial Partners
California
$238K – – –
MPCG
2023
Matrix Private Capital Group
New York
$238K +$54.2K +241 +30%
EIP
2024
Ellis Investment Partners
Pennsylvania
$237K -$100K -445 -30%
BWM
2025
Brickley Wealth Management
California
$237K -$4.27K -19 -2%
79 80
81
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