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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2001
Rezny Wealth Management
Florida
$784K +$923K +3,385 +302%
AFS
2002
AFG Fiduciary Services
Massachusetts
$783K -$3.27K -12 -0.4%
MAV
2003
Mason & Associates (Virginia)
Virginia
$783K -$7.91K -29 -1%
AEPWM
2004
Atlantic Edge Private Wealth Management
Florida
$782K +$57K +209 +8%
MFP
2005
Meridian Financial Partners
Virginia
$780K -$1.91K -7 -0.3%
SLWA
2006
San Luis Wealth Advisors
California
$779K +$21.3K +78 +3%
WA
2007
WP Advisors
California
$777K +$2.73K +10 +0.4%
BBI
2008
Baxter Bros Inc
Connecticut
$776K – – –
BONH
2009
Bank of New Hampshire
New Hampshire
$775K +$8.73K +32 +1%
RMCM
2010
Reynders McVeigh Capital Management
Massachusetts
$775K -$55.9K -205 -7%
JC
2011
JB Capital
Connecticut
$769K +$26.5K +97 +4%
SFP
2012
Sandbox Financial Partners
Maryland
$767K +$1.09K +4 +0.1%
ARC
2013
Advisor Resource Council
Texas
$762K -$1.31M -4,820 -64%
MWM
2014
Marietta Wealth Management
Georgia
$761K +$39.3K +144 +6%
SVWG
2015
Shared Vision Wealth Group
United States
$760K – – –
LJAC
2016
L.J. Altfest & Co
New York
$757K +$30.5K +112 +4%
WEG
2017
World Equity Group
Illinois
$757K +$47.7K +175 +7%
VHAM
2018
Van Hulzen Asset Management
California
$755K -$10.4K -38 -1%
CWM
2019
Calamos Wealth Management
Illinois
$754K +$726K +2,663 New
FSC
2020
Full Sail Capital
Oklahoma
$753K -$132K -484 -15%
GJWM
2021
Gilliland Jeter Wealth Management
Arkansas
$752K +$74.2K +272 +11%
HWMO
2022
Heritage Wealth Management (Ohio)
Ohio
$751K -$84.6K -310 -10%
AWG
2023
Altus Wealth Group
Colorado
$750K -$63.3K -232 -8%
LT
2024
Legacy Trust
Michigan
$749K – – –
IVP
2025
Intrinsic Value Partners
Arizona
$748K +$78.3K +287 +12%
79 80
81
82 83