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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
2001
Riverview Trust Company
Washington
$1.48M – – –
CWM
2002
Chesapeake Wealth Management
Virginia
$1.48M -$117K -350 -7%
ACA
2003
Aspire Capital Advisors
Washington
$1.48M +$26.8K +80 +2%
WG
2004
Welch Group
Alabama
$1.47M +$216K +645 +16%
FFL
2005
Financial Freedom LLC
Ohio
$1.47M +$56.4K +168 +4%
CSI
2006
Cross Staff Investments
New York
$1.47M +$45K +134 +3%
RF
2007
Robinswood Financial
Washington
$1.47M +$6.04K +18 +0.4%
JAA
2008
Joel Adams & Associates
North Carolina
$1.47M +$103K +307 +7%
KFI
2009
Key Financial Inc
Pennsylvania
$1.47M +$110K +328 +8%
CFP
2010
Curran Financial Partners
South Carolina
$1.47M -$199K -593 -11%
SCM
2011
Stordahl Capital Management
Colorado
$1.47M -$22.1K -66 -1%
SC
2012
Scotia Capital
Ontario, Canada
$1.46M -$199K -593 -12%
HFS
2013
Hopwood Financial Services
Virginia
$1.46M – – –
KFGG
2014
Keystone Financial Group (Georgia)
Georgia
$1.46M +$861K +2,567 +130%
HT
2015
Headlands Technologies
Illinois
$1.46M +$87.2K +260 +6%
FMN
2016
Financial Management Network
California
$1.45M +$41.3K +123 +3%
SWM
2017
Sentinel Wealth Management
Virginia
$1.45M – – –
WCM
2018
Winthrop Capital Management
Indiana
$1.45M -$204K -608 -12%
MIM
2019
Macroview Investment Management
Maryland
$1.45M +$4.36K +13 +0.3%
BI
2020
Berkeley Inc
Idaho
$1.45M +$112K +335 +8%
PHWA
2021
Petersen Hastings Wealth Advisors
Washington
$1.45M -$15.1K -45 -1%
WCAMG
2022
Woodard & Company Asset Management Group
North Carolina
$1.45M -$15.1K -45 -1%
AFA
2023
Allium Financial Advisors
Oregon
$1.44M – – –
PI
2024
Parkside Investments
Illinois
$1.44M – – –
NQWM
2025
Northwest Quadrant Wealth Management
Oregon
$1.44M -$7.05K -21 -0.5%
79 80
81
82 83