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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
2026
Stewart & Patten Company
California
$328K – – –
BWFA
2027
Baltimore-Washington Financial Advisors
Maryland
$328K +$311K +1,489 New
PCMF
2028
Private Capital Management (Florida)
Florida
$327K -$7.51K -36 -2%
EA
2029
Ellsworth Advisors
Ohio
$327K +$5.63K +27 +2%
AC
2030
AWM Capital
Arizona
$327K -$1.67K -8 -0.5%
RFP
2031
RCS Financial Planning
Maryland
$326K +$8.55K +41 +3%
FNB
2032
Farmers National Bank
Kentucky
$326K -$30.7K -147 -9%
TFA
2033
Tobias Financial Advisors
Florida
$324K +$95.5K +458 +45%
AAM
2034
Ameraudi Asset Management
New York
$324K -$47.1K -226 -13%
GSIAS
2035
Garden State Investment Advisory Services
New Jersey
$324K +$13.3K +64 +5%
UWPG
2036
Ullmann Wealth Partners Group
Florida
$324K – – –
PPW
2037
Pasadena Private Wealth
California
$323K – – –
QIM
2038
Quest Investment Management
Oregon
$322K +$305K +1,463 New
GIA
2039
Goodwin Investment Advisory
Georgia
$322K -$417 -2 -0.1%
PG
2040
Patten Group
Tennessee
$320K -$16.7K -80 -5%
JFG
2041
Jefferies Financial Group
New York
$319K +$626 +3 +0.2%
MW
2042
MBL Wealth
North Carolina
$318K +$75.7K +363 +34%
SPFA
2043
Summit Place Financial Advisors
New Jersey
$317K -$38.4K -184 -11%
LA
2044
Lynch & Associates
Indiana
$315K – – –
BMM
2045
Buffington Mohr McNeal
Idaho
$314K -$36.1K -173 -11%
FA
2046
Financial Advisors
Massachusetts
$311K +$1.04K +5 +0.4%
WW
2047
Waterfront Wealth
Kansas
$311K -$3.13K -15 -1%
NB
2048
Northwest Bancshares
Pennsylvania
$310K – – –
MIM
2049
Marco Investment Management
Georgia
$310K -$31.3K -150 -10%
IA
2050
Inspire Advisors
Idaho
$306K +$20.9K +100 +8%
80 81
82
83 84