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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
2001
Guardian Financial Partners
California
$209K – – –
NRW
2002
Nova R Wealth
Kansas
$208K +$227K +1,104 New
WQ
2003
Wealth Quarterback
New Jersey
$208K +$227K +1,104 New
SIG
2004
Spinnaker Investment Group
California
$207K -$1.84M -8,977 -89%
CWM
2005
ClientFirst Wealth Management
Arkansas
$207K – – –
SFG
2006
Steward Financial Group
Texas
$207K – – –
ISB
2007
Iowa State Bank
Iowa
$206K -$22.2K -108 -9%
CBC
2008
Coombe, Bender & Co
New York
$206K +$225K +1,093 New
NWM
2009
NEIRG Wealth Management
Massachusetts
$205K – – –
DI
2010
Diligent Investors
California
$205K +$5.34K +26 +2%
RTS
2011
Round Table Services
New Jersey
$203K -$26.9K -131 -11%
SFA
2012
Souders Financial Advisors
Ohio
$203K +$1.23K +6 +0.6%
BFO
2013
Biltmore Family Office
North Carolina
$202K – – –
FF
2014
Financial Futures
New Jersey
$202K – – –
WFA
2015
WestHill Financial Advisors
California
$202K +$1.23K +6 +0.6%
RIM
2016
Reynolds Investment Management
South Carolina
$200K -$9.66K -47 -4%
HS
2017
Horan Securities
United States
$199K +$86.5K +421 +68%
RE
2018
RBC Europe
United Kingdom
$194K – – –
CWM
2019
CarsonAllaria Wealth Management
Illinois
$192K -$32.7K -159 -14%
4FG
2020
4Thought Financial Group
New York
$192K +$7.19K +35 +4%
HBT
2021
Hills Bank & Trust
Iowa
$191K – – –
MSFP
2022
Mark Sheptoff Financial Planning
Connecticut
$191K – – –
WSCM
2023
Wellington Shields Capital Management
New York
$189K – – –
MTC
2024
Matrix Trust Company
Colorado
$189K +$206K +1,003 New
EIP
2025
Ellis Investment Partners
Pennsylvania
$185K -$12.7K -62 -6%
79 80
81
82 83