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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
2001
Nova R Wealth
Kansas
$208K +$227K +1,104 New
WQ
2002
Wealth Quarterback
New Jersey
$208K +$227K +1,104 New
SIG
2003
Spinnaker Investment Group
California
$207K -$1.84M -8,977 -89%
CWM
2004
ClientFirst Wealth Management
Arkansas
$207K – – –
SFG
2005
Steward Financial Group
Texas
$207K – – –
ISB
2006
Iowa State Bank
Iowa
$206K -$22.2K -108 -9%
CBC
2007
Coombe, Bender & Co
New York
$206K +$225K +1,093 New
NWM
2008
NEIRG Wealth Management
Massachusetts
$205K – – –
DI
2009
Diligent Investors
California
$205K +$5.34K +26 +2%
RTS
2010
Round Table Services
New Jersey
$203K -$26.9K -131 -11%
SFA
2011
Souders Financial Advisors
Ohio
$203K +$1.23K +6 +0.6%
BFO
2012
Biltmore Family Office
North Carolina
$202K – – –
FF
2013
Financial Futures
New Jersey
$202K – – –
WFA
2014
WestHill Financial Advisors
California
$202K +$1.23K +6 +0.6%
RIM
2015
Reynolds Investment Management
South Carolina
$200K -$9.66K -47 -4%
HS
2016
Horan Securities
United States
$199K +$86.5K +421 +68%
RE
2017
RBC Europe
United Kingdom
$194K – – –
CWM
2018
CarsonAllaria Wealth Management
Illinois
$192K -$32.7K -159 -14%
4FG
2019
4Thought Financial Group
New York
$192K +$7.19K +35 +4%
HBT
2020
Hills Bank & Trust
Iowa
$191K – – –
MSFP
2021
Mark Sheptoff Financial Planning
Connecticut
$191K – – –
WSCM
2022
Wellington Shields Capital Management
New York
$189K – – –
MTC
2023
Matrix Trust Company
Colorado
$189K +$206K +1,003 New
EIP
2024
Ellis Investment Partners
Pennsylvania
$185K -$12.7K -62 -6%
SN
2025
Sittner & Nelson
Oregon
$182K -$30.8K -150 -13%
79 80
81
82 83