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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
2026
Northwest Bancshares
Pennsylvania
$288K -$30.6K -153 -10%
GSIAS
2027
Garden State Investment Advisory Services
New Jersey
$287K -$92.5K -462 -25%
GM
2028
GeoWealth Management
Illinois
$287K +$1.6K +8 +0.6%
FFG
2029
Frisch Financial Group
New York
$287K +$281K +1,406 New
PWM
2030
Purus Wealth Management
California
$287K +$281K +1,406 New
FA
2031
Financial Advisors
Massachusetts
$287K +$1.2K +6 +0.4%
TSA
2032
Tri-Star Advisors
Texas
$285K -$48.8K -244 -15%
MCA
2033
MSH Capital Advisors
Arizona
$284K -$30K -150 -10%
CCA
2034
Conservest Capital Advisors
Pennsylvania
$283K +$278K +1,387 New
BWA
2035
Burt Wealth Advisors
Maryland
$283K +$12K +60 +5%
DFA
2036
DHK Financial Advisors
New Hampshire
$282K -$2.62M -13,086 -90%
WW
2037
Waterfront Wealth
Kansas
$282K +$3.6K +18 +1%
DS
2038
DRW Securities
Illinois
$281K – – –
FWP
2039
Firethorn Wealth Partners
Georgia
$280K – – –
CAM
2040
Carret Asset Management
New York
$278K -$1K -5 -0.4%
SPWM
2041
Straight Path Wealth Management
Michigan
$278K – – –
HS
2042
Horan Securities
United States
$278K -$7.61K -38 -3%
CWM
2043
Concentrum Wealth Management
California
$277K – – –
ACP
2044
Aviance Capital Partners
Florida
$276K +$57.3K +286 +27%
PC
2045
Prairiewood Capital
North Dakota
$276K +$271K +1,353 New
BFC
2046
Blue Fin Capital
Rhode Island
$276K +$12.4K +62 +5%
TFP
2047
Triune Financial Partners
Kansas
$276K +$1K +5 +0.4%
FC
2048
Fusion Capital
South Carolina
$275K +$2.4K +12 +0.9%
MCG
2049
McCollum Christoferson Group
New York
$273K – – –
WI
2050
Wedgewood Investors
Pennsylvania
$273K – – –
80 81
82
83 84