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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
2001
Benin Management Corp
Connecticut
$1.08M – – –
RWP
2002
Ridgeline Wealth Planning
Ohio
$1.07M – – –
PCM
2003
Parsons Capital Management
Rhode Island
$1.07M +$42.4K +146 +4%
KFI
2004
Key Financial Inc
Pennsylvania
$1.07M +$9.3K +32 +0.8%
CC
2005
Citrine Capital
California
$1.07M +$12.2K +42 +1%
EA
2006
Evergreen Advisors
Tennessee
$1.07M +$4.07K +14 +0.4%
GWA
2007
GGM Wealth Advisors
Maryland
$1.07M +$237K +815 +26%
SAM
2008
Sequent Asset Management
Texas
$1.07M – – –
KCFA
2009
Key Client Fiduciary Advisors
New Jersey
$1.06M -$21.8K -75 -2%
CF
2010
Corrigan Financial
Rhode Island
$1.06M +$1.12M +3,870 New
FMN
2011
Financial Management Network
California
$1.06M -$29.3K -101 -2%
KCM
2012
Kaye Capital Management
California
$1.06M -$102K -352 -8%
SSWG
2013
Seven Springs Wealth Group
Tennessee
$1.06M +$49.1K +169 +5%
SWA
2014
Strata Wealth Advisors
Texas
$1.05M +$110K +378 +11%
ST
2015
Spinnaker Trust
Maine
$1.05M +$6.97K +24 +0.6%
SFP
2016
Shepherd Financial Partners
Massachusetts
$1.05M +$2.03K +7 +0.2%
CWM
2017
Chesapeake Wealth Management
Virginia
$1.05M – – –
FC
2018
Fairscale Capital
New Hampshire
$1.04M +$19.5K +67 +2%
FVCM
2019
F&V Capital Management
Florida
$1.04M +$4.36K +15 +0.4%
IIC
2020
Ironwood Investment Counsel
Arizona
$1.04M +$254K +875 +30%
PAG
2021
Poinciana Advisors Group
Florida
$1.04M +$167K +574 +18%
CWP
2022
Curated Wealth Partners
California
$1.04M +$4.07K +14 +0.4%
FF
2023
Farrell Financial
New York
$1.04M -$23.2K -80 -2%
UAG
2024
United Advisor Group
Ohio
$1.04M -$276K -950 -20%
VA
2025
Vident Advisory
Georgia
$1.04M -$1.14M -3,938 -51%
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