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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2001
Wolfstich Capital
Massachusetts
$1.59M +$273K +822 +21%
HC
2002
Hurley Capital
New York
$1.59M +$25.3K +76 +2%
SFA
2003
Seneca Financial Advisors
New York
$1.58M – – –
FNT
2004
First Nebraska Trust
Nebraska
$1.58M – – –
VIM
2005
Vista Investment Management
Pennsylvania
$1.57M -$4.66K -14 -0.3%
FFS
2006
Flavin Financial Services
Florida
$1.57M +$223K +669 +17%
SP
2007
SmartHarvest Portfolios
Washington
$1.57M +$1.56M +4,693 New
EA
2008
Everpar Advisors
Oklahoma
$1.57M +$4.33K +13 +0.3%
TFO
2009
Tarbox Family Office
California
$1.57M -$5.08M -15,263 -77%
SW
2010
Solidarity Wealth
Utah
$1.57M -$998 -3 -0.1%
PFA
2011
Pathway Financial Advisors
Vermont
$1.57M +$333 +1 +0%
SAM
2012
Summit Asset Management
Tennessee
$1.57M +$8.98K +27 +0.6%
PFG
2013
Pacific Financial Group
Washington
$1.57M -$16K -48 -1%
HSG
2014
Helen Stephens Group
Texas
$1.57M +$197K +592 +15%
AFG
2015
Albion Financial Group
Utah
$1.56M – – –
BWM
2016
BigSur Wealth Management
Florida
$1.56M – – –
BFA
2017
Buttonwood Financial Advisors
Maryland
$1.56M -$60.5K -182 -4%
SCM
2018
Stordahl Capital Management
Colorado
$1.55M -$34.9K -105 -2%
SWM
2019
Sherman Wealth Management
Maryland
$1.55M +$1.54M +4,637 New
NRWA
2020
North Ridge Wealth Advisors
Oregon
$1.55M -$43.6K -131 -3%
TWP
2021
Triad Wealth Partners
Kansas
$1.55M +$228K +685 +17%
RTC
2022
Riverview Trust Company
Washington
$1.54M – – –
CWM
2023
Concentrum Wealth Management
California
$1.54M – – –
M1FG
2024
Mach-1 Financial Group
Arkansas
$1.54M +$1.52M +4,582 New
DIA
2025
Davidson Investment Advisors
Montana
$1.54M -$29.9K -90 -2%
79 80
81
82 83