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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$2.77B +$141M +1,013,865 +5%
LPL Financial
2
LPL Financial
California
$1.88B -$31.1M -223,037 -2%
MFRM
3
Milliman Financial Risk Management
Illinois
$1.78B +$108M +773,330 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.67B +$110M +789,779 +7%
Bank of America
5
Bank of America
North Carolina
$1.57B +$50.4M +361,436 +3%
W
6
Wealthfront
California
$1.24B +$71.5M +512,319 +6%
Morgan Stanley
7
Morgan Stanley
New York
$1.17B +$42.2M +302,153 +4%
UBS Group
8
UBS Group
Switzerland
$987M +$2.14M +15,318 +0.2%
Wells Fargo
9
Wells Fargo
California
$885M +$2.1M +15,059 +0.2%
Northern Trust
10
Northern Trust
Illinois
$572M +$72.7M +520,842 +15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$563M +$63.7M +456,397 +13%
CSIA
12
Charles Schwab Investment Advisory
California
$508M +$505M +3,619,954 New
BP
13
Ballentine Partners
Massachusetts
$471M +$6.04M +43,294 +1%
HB
14
Homrich & Berg
Georgia
$466M +$2.23M +15,965 +0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$418M +$17.2M +123,202 +4%
US Bancorp
16
US Bancorp
Minnesota
$406M -$29.9M -214,193 -7%
WCM
17
Wealthcare Capital Management
Virginia
$397M +$2.97M +21,300 +0.8%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$391M -$10.8M -77,107 -3%
SCM
19
SCS Capital Management
Massachusetts
$387M +$103M +738,994 +37%
TI
20
Truepoint Inc
Ohio
$374M +$321M +2,303,364 +643%
PS
21
Portfolio Solutions
Michigan
$368M -$1.61M -11,557 -0.4%
MIS
22
Morningstar Investment Services
Illinois
$361M +$33.4M +239,652 +10%
Citigroup
23
Citigroup
New York
$322M -$2.26M -16,226 -0.7%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$319M +$11.6M +83,375 +4%
SE
25
Summit Equities
New Jersey
$281M -$7.28M -52,150 -3%
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