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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FVCM
2001
F&V Capital Management
Florida
$1.26M +$5.05K +16 +0.4%
ST
2002
Spinnaker Trust
Maine
$1.26M -$85K -269 -7%
JC
2003
JB Capital
Connecticut
$1.25M +$517K +1,638 +75%
SOWAS
2004
Silver Oak Wealth Advisors Services
California
$1.25M +$1.58K +5 +0.1%
BWM
2005
Birchcreek Wealth Management
Ohio
$1.25M +$37.3K +118 +3%
TPWA
2006
Twin Peaks Wealth Advisors
California
$1.25M +$130K +410 +12%
DWM
2007
Defined Wealth Management
Oregon
$1.25M – – –
VFP
2008
Vested Financial Planning
California
$1.25M +$253K +802 +27%
CC
2009
Citrine Capital
California
$1.25M -$13K -41 -1%
SGK
2010
Steigerwald Gordon & Koch
Virginia
$1.25M -$406K -1,286 -25%
WIA
2011
Wealthedge Investment Advisors
New York
$1.24M +$31.9K +101 +3%
VWM
2012
Vermillion Wealth Management
Minnesota
$1.24M +$2.21K +7 +0.2%
GHA
2013
GW Henssler & Associates
Georgia
$1.23M -$9.79K -31 -0.8%
VCM
2014
Virtue Capital Management
Tennessee
$1.23M +$7.95M +25,167 +873%
SFP
2015
Shepherd Financial Partners
Massachusetts
$1.23M -$22.7K -72 -2%
ATC
2016
Advantage Trust Company
Kansas
$1.23M – – –
FSC
2017
Full Sail Capital
Oklahoma
$1.23M +$39.2K +124 +3%
PWC
2018
PYA Waltman Capital
Tennessee
$1.22M -$111K -350 -9%
SL
2019
Salomon & Ludwin
Virginia
$1.22M +$354K +1,120 +44%
SIC
2020
Sage Investment Counsel
Tennessee
$1.21M -$24.6K -78 -2%
PAI
2021
Pittenger & Anderson Inc
Nebraska
$1.21M -$19.9K -63 -2%
LSWP
2022
Liberty Square Wealth Partners
Pennsylvania
$1.21M +$290K +917 +33%
ES
2023
Eagle Strategies
New York
$1.2M +$3.48K +11 +0.3%
CIM
2024
Corda Investment Management
Texas
$1.2M -$4.74K -15 -0.4%
FC
2025
Fairscale Capital
New Hampshire
$1.2M -$88.1K -279 -7%
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