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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2001
Fairscale Capital
New Hampshire
$1.08M +$3.5K +12 +0.3%
SIC
2002
Sage Investment Counsel
Tennessee
$1.08M +$1.09M +3,724 New
GWA
2003
Gutierrez Wealth Advisory
Arkansas
$1.08M +$1.08M +3,714 New
PWC
2004
PYA Waltman Capital
Tennessee
$1.08M – – –
BWM
2005
Birchcreek Wealth Management
Ohio
$1.07M – – –
CMAI
2006
Capital Management Associates Inc
Minnesota
$1.07M -$10.8K -37 -1%
TW
2007
Transform Wealth
Colorado
$1.07M -$3.62M -12,396 -77%
SWP
2008
Summit Wealth Partners
Florida
$1.07M -$6.13K -21 -0.6%
PP
2009
Prosperity Planning
Missouri
$1.07M -$32.4K -111 -3%
CWA
2010
Cornerstone Wealth Advisors
Minnesota
$1.07M -$6.13K -21 -0.6%
SSWG
2011
Seven Springs Wealth Group
Tennessee
$1.07M +$14K +48 +1%
GGV
2012
GG Group Ventures
Florida
$1.06M -$584 -2 -0.1%
1L
2013
10Elms LLP
Oklahoma
$1.06M +$1.07M +3,668 New
DWG
2014
Darden Wealth Group
Michigan
$1.06M -$8.75K -30 -0.8%
DFG
2015
Delta Financial Group
New Jersey
$1.06M +$1.07M +3,658 New
FPF
2016
First Pacific Financial
Washington
$1.05M +$318K +1,091 +43%
MIAS
2017
Mason Investment Advisory Services
Virginia
$1.05M +$61K +209 +6%
LIM
2018
Loudon Investment Management
New Hampshire
$1.05M +$58.4K +200 +6%
BG
2019
Bollard Group
Massachusetts
$1.05M +$6.42K +22 +0.6%
AFP
2020
Alpha Financial Partners
Kentucky
$1.05M +$1.06M +3,616 New
CSWM
2021
Cassady Schiller Wealth Management
Ohio
$1.05M +$54.9K +188 +5%
F4L
2022
Fortune 45 LLC
Louisiana
$1.04M +$5.83K +20 +0.6%
AOG
2023
Alpha Omega Group
Virginia
$1.04M -$22.8K -78 -2%
FSCM
2024
Front Street Capital Management
Montana
$1.04M +$292 +1 +0%
RFA
2025
Reyes Financial Architecture
California
$1.04M +$1.05M +3,582 New
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