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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2001
TrinityPoint Wealth
Connecticut
$354K +$14.4K +65 +4%
SIC
2002
SJS Investment Consulting
Ohio
$354K – – –
GSC
2003
Grey Street Capital
Illinois
$353K – – –
VWM
2004
Venturi Wealth Management
Texas
$352K – – –
AAM
2005
Ameraudi Asset Management
New York
$351K +$39.8K +180 +12%
VPP
2006
Vertex Planning Partners
Illinois
$350K -$18.6K -84 -5%
LFA
2007
Landmark Financial Advisors
Kentucky
$349K -$21K -95 -5%
MM
2008
Meridian Management
Arkansas
$349K -$36.3K -164 -9%
NCMW
2009
Northern Capital Management (Washington)
Washington
$348K +$443 +2 +0.1%
PA
2010
Paragon Advisors
Texas
$347K +$362K +1,637 New
HIS
2011
Horizon Investment Services
Indiana
$346K +$16.6K +75 +5%
CP
2012
Castleview Partners
Texas
$345K +$326K +1,474 +983%
CWM
2013
Chemistry Wealth Management
New York
$344K – – –
LDB
2014
Lee, Danner & Bass
Tennessee
$342K – – –
WCA
2015
Westover Capital Advisors
Delaware
$342K -$885 -4 -0.2%
SAM
2016
Sequent Asset Management
Texas
$342K – – –
SWA
2017
Strata Wealth Advisors
Texas
$341K +$356K +1,607 New
DI
2018
Diligent Investors
California
$341K -$59.3K -268 -14%
FC
2019
Fulcrum Capital
Washington
$340K -$11.7K -53 -3%
IFWM
2020
Institute for Wealth Management
Colorado
$339K -$1.33K -6 -0.4%
KWILP
2021
Kiwi Wealth Investments Limited Partnership
New Zealand
$338K -$13.5K -61 -4%
JSW
2022
Journey Strategic Wealth
New Jersey
$335K -$195K -879 -36%
OCG
2023
Opus Capital Group
Ohio
$335K +$221 +1 +0.1%
ZIG
2024
Zullo Investment Group
Pennsylvania
$334K – – –
OWA
2025
One Wealth Advisors
California
$332K +$80.6K +364 +30%
79 80
81
82 83