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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
2026
Mogy Joel R Investment Counsel
California
$1.54M -$3.99K -12 -0.3%
RF
2027
Robinswood Financial
Washington
$1.53M -$62.5K -188 -4%
HAFG
2028
Hansen & Associates Financial Group
California
$1.53M +$220K +662 +17%
PHWA
2029
Petersen Hastings Wealth Advisors
Washington
$1.53M +$1.51M +4,553 New
WCAMG
2030
Woodard & Company Asset Management Group
North Carolina
$1.53M -$502K -1,508 -25%
HFS
2031
Hopwood Financial Services
Virginia
$1.53M -$6.65K -20 -0.4%
BWFA
2032
Baltimore-Washington Financial Advisors
Maryland
$1.52M +$70.9K +213 +5%
VA
2033
Vident Advisory
Georgia
$1.52M +$120K +360 +9%
SWM
2034
Sentinel Wealth Management
Virginia
$1.52M – – –
PCP
2035
Panoramic Capital Partners
Oregon
$1.52M – – –
TCMP
2036
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.52M -$671K -2,016 -31%
ACA
2037
Aspire Capital Advisors
Washington
$1.52M -$46.9K -141 -3%
NQWM
2038
Northwest Quadrant Wealth Management
Oregon
$1.51M +$46.9K +141 +3%
MIM
2039
Macroview Investment Management
Maryland
$1.51M +$75.2K +226 +5%
CP
2040
Capital Planning
Washington
$1.51M – – –
AFA
2041
Allium Financial Advisors
Oregon
$1.51M – – –
DWG
2042
Darden Wealth Group
Michigan
$1.51M – – –
PI
2043
Parkside Investments
Illinois
$1.51M – – –
HIG
2044
Heritage Investment Group
Florida
$1.51M -$124K -373 -8%
PCA
2045
Providence Capital Advisors
North Carolina
$1.5M -$25.6K -77 -2%
WMN
2046
Wealth Management Nebraska
Nebraska
$1.5M -$10.3K -31 -0.7%
PCMNC
2047
Piedmont Capital Management (North Carolina)
North Carolina
$1.5M +$1.49M +4,481 New
KCP
2048
Kera Capital Partners
California
$1.5M +$695K +2,088 +90%
BFA
2049
Bill Few Associates
Pennsylvania
$1.5M – – –
CSI
2050
Cross Staff Investments
New York
$1.49M +$46.6K +140 +3%
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