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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
2076
Legacy Capital Group California
California
$472K +$439K +1,988 New
DAM
2077
Deltec Asset Management
New York
$470K – – –
LWM
2078
Lyell Wealth Management
California
$469K – – –
MAM
2079
Meeder Asset Management
Ohio
$468K – – –
CCT
2080
Capital City Trust
Florida
$467K – – –
OIS
2081
Okabena Investment Services
Minnesota
$467K – – –
SAI
2082
Savvy Advisors Inc
New York
$467K +$435K +1,969 New
GCAC
2083
Guardian Capital Advisors (Canada)
Ontario, Canada
$467K – – –
VC
2084
Vestor Capital
Illinois
$466K -$3.32K -15 -0.8%
HC
2085
Hourglass Capital
Texas
$465K – – –
SIM
2086
Sterling Investment Management
Arizona
$465K – – –
PGIM
2087
Pacific Global Investment Management
California
$464K +$442 +2 +0.1%
PP
2088
Patten & Patten
Tennessee
$464K – – –
WC
2089
Whitney & Co
New York
$464K -$6.63K -30 -2%
BFA
2090
Buttonwood Financial Advisors
Maryland
$463K +$18.1K +82 +4%
WF
2091
Wayfinding Financial
Washington
$463K +$431K +1,951 New
RP
2092
Riverbridge Partners
Minnesota
$461K +$9.73K +44 +2%
TFG
2093
Tilson Financial Group
New Jersey
$461K – – –
MIC
2094
Meridian Investment Counsel
California
$459K – – –
PVI
2095
Pine Valley Investments
New Jersey
$459K -$2.87K -13 -0.7%
FIC
2096
Family Investment Center
Missouri
$459K +$14.4K +65 +3%
AA
2097
Argent Advisors
Louisiana
$459K -$317K -1,434 -43%
SAMC
2098
Spectrum Asset Management (California)
California
$459K – – –
WH
2099
Whitcomb & Hess
Ohio
$457K -$105K -475 -20%
HA
2100
Herold Advisors
New York
$457K +$442 +2 +0.1%
82 83
84
85 86