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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Salvus Wealth Management
New Jersey
$637K -$168K -681 -22%
PWA
2002
Prairie Wealth Advisors
Nebraska
$636K +$606K +2,448 New
FCT
2003
First Community Trust
Iowa
$632K -$58.1K -235 -9%
SIC
2004
SJS Investment Consulting
Ohio
$631K +$34.4K +139 +6%
GJWM
2005
Gilliland Jeter Wealth Management
Arkansas
$630K +$600K +2,425 New
SWA
2006
SFMG Wealth Advisors
Texas
$630K -$4.7K -19 -0.8%
RFS
2007
Richardson Financial Services
Massachusetts
$630K +$606K +2,448 New
AC
2008
Anson Capital
Georgia
$629K +$1.73K +7 +0.3%
KWS
2009
Keystone Wealth Services
California
$629K – – –
PCG
2010
Prosperity Consulting Group
Maryland
$625K +$130K +524 +28%
PCM
2011
Pennsylvania Capital Management
Pennsylvania
$625K -$128K -518 -18%
AEPWM
2012
Atlantic Edge Private Wealth Management
Florida
$625K +$79.4K +321 +15%
RWA
2013
River Wealth Advisors
Pennsylvania
$622K +$28.7K +116 +5%
PCA
2014
Providence Capital Advisors
North Carolina
$621K -$20.5K -83 -3%
IBOK
2015
Independence Bank of Kentucky
Kentucky
$619K – – –
FP
2016
Financial Perspectives
Minnesota
$619K +$1.48K +6 +0.3%
FSA
2017
Fort Sheridan Advisors
Illinois
$618K +$87.3K +353 +17%
HI
2018
Harper Investing
California
$617K +$248K +1,002 +73%
PWM
2019
Penobscot Wealth Management
Maine
$617K +$2.23K +9 +0.4%
BFA
2020
Brown Financial Advisory
Alabama
$617K +$326K +1,319 +125%
MM
2021
Meridian Management
Arkansas
$616K -$88.6K -358 -13%
OIS
2022
Okabena Investment Services
Minnesota
$616K +$99.2K +401 +20%
NWM
2023
Napa Wealth Management
California
$615K -$228K -922 -28%
BWM
2024
Brickley Wealth Management
California
$615K +$44.8K +181 +8%
BAM
2025
Bellevue Asset Management
Washington
$615K -$15.8K -64 -3%
79 80
81
82 83