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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2001
Warner Financial
Maryland
$559K +$21.4K +97 +4%
IVP
2002
Intrinsic Value Partners
Arizona
$558K -$51.1K -231 -9%
FPF
2003
First Pacific Financial
Washington
$557K +$5.53K +25 +1%
UAG
2004
United Advisor Group
Ohio
$554K +$515K +2,328 New
VWM
2005
Venturi Wealth Management
Texas
$553K +$149K +675 +41%
CG
2006
Cynosure Group
Utah
$553K -$87.3K -395 -14%
IIM
2007
InTrack Investment Management
Vermont
$553K – – –
AWC
2008
Adamsbrown Wealth Consultants
Kansas
$553K +$221 +1 +0%
TBWA
2009
Three Bridge Wealth Advisors
California
$552K -$442 -2 -0.1%
QIM
2010
Quest Investment Management
Oregon
$551K -$50.2K -227 -9%
HCP
2011
Holt Capital Partners
Texas
$549K -$18.8K -85 -4%
GC
2012
Gratus Capital
Georgia
$548K -$173K -784 -25%
TSS
2013
Two Sigma Securities
New York
$546K +$509K +2,302 New
VC
2014
Veracity Capital
Georgia
$544K +$1.55K +7 +0.3%
SIC
2015
SJS Investment Consulting
Ohio
$543K +$138K +625 +38%
BCCM
2016
Bridge Creek Capital Management
Massachusetts
$542K -$16.6K -75 -3%
RWA
2017
River Wealth Advisors
Pennsylvania
$540K +$33.2K +150 +7%
TCM
2018
Tandem Capital Management
New Jersey
$539K -$175K -790 -26%
PFA
2019
Petra Financial Advisors
Colorado
$539K – – –
JC
2020
JB Capital
Connecticut
$539K +$41.8K +189 +9%
PIWA
2021
Prevail Innovative Wealth Advisors
Kansas
$538K +$184K +834 +58%
FWP
2022
Firethorn Wealth Partners
Georgia
$538K +$201K +911 +67%
FCB
2023
First County Bank
Connecticut
$536K +$4.86K +22 +1%
FM
2024
Foster & Motley
Ohio
$535K -$5.97K -27 -1%
W
2025
WorthPointe
California
$534K +$498K +2,252 New
79 80
81
82 83