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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
2001
Opus Capital Group
Ohio
$347K +$5.42K +26 +2%
ZIG
2002
Zullo Investment Group
Pennsylvania
$346K – – –
B
2003
Bensler
Washington
$346K +$64K +307 +24%
SA
2004
Strategic Advisors
New York
$345K -$148K -711 -31%
PF
2005
Parker Financial
Washington
$344K – – –
RF
2006
Rollins Financial
Georgia
$344K -$15.6K -75 -5%
W
2007
WorthPointe
California
$343K +$325K +1,559 New
GM
2008
GeoWealth Management
Illinois
$343K +$31.1K +149 +11%
HIS
2009
Horizon Investment Services
Indiana
$343K – – –
CFO
2010
Collective Family Office
Pennsylvania
$341K -$51.3K -246 -14%
MCA
2011
MSH Capital Advisors
Arizona
$341K +$32.5K +156 +11%
TCOO
2012
Trust Company of Oklahoma
Oklahoma
$341K +$19.2K +92 +6%
PCMU
2013
Paragon Capital Management (Utah)
Utah
$339K +$321K +1,538 New
CBT
2014
CoreFirst Bank & Trust
Kansas
$337K – – –
FFWM
2015
Future Financial Wealth Management
Ohio
$337K -$4.17K -20 -1%
OFA
2016
Onyx Financial Advisors
Idaho
$334K – – –
RSA
2017
River Street Advisors
Illinois
$333K +$316K +1,513 New
PFG
2018
Prosperity Financial Group
California
$333K +$315K +1,510 New
DWM
2019
Dopkins Wealth Management
New York
$332K -$10.4K -50 -3%
GI
2020
Gradient Investments
Minnesota
$332K -$29.2K -140 -9%
SAM
2021
Secure Asset Management
Michigan
$332K -$364K -1,746 -54%
LWA
2022
Lowe Wealth Advisors
Maryland
$332K – – –
QPWM
2023
Quadrant Private Wealth Management
Pennsylvania
$332K – – –
GWSG
2024
GPS Wealth Strategies Group
Colorado
$330K +$2.92K +14 +0.9%
NRW
2025
Nova R Wealth
Kansas
$329K +$11.7K +56 +4%
79 80
81
82 83