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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
$3.71B +$95.1M +645,893 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.18B +$97M +658,822 +5%
LPL Financial
3
LPL Financial
California
$2.16B +$57.8M +392,164 +3%
Bank of America
4
Bank of America
North Carolina
$1.87B +$754K +5,123 +0%
MFRM
5
Milliman Financial Risk Management
Illinois
$1.79B – – –
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.34B +$26.9M +182,784 +2%
Morgan Stanley
7
Morgan Stanley
New York
$1.16B -$489K -3,317 -0%
UBS Group
8
UBS Group
Switzerland
$1.09B -$20.9M -141,948 -2%
Wells Fargo
9
Wells Fargo
California
$1.06B -$12.8M -86,799 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$956M +$50.7M +344,452 +6%
Northern Trust
11
Northern Trust
Illinois
$777M +$71.7M +486,988 +10%
HB
12
Homrich & Berg
Georgia
$625M +$23.1M +156,996 +4%
BP
13
Ballentine Partners
Massachusetts
$571M +$30.9M +209,959 +6%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$495M -$18.3M -123,976 -4%
WI
15
WealthNavi Inc
Japan
$474M +$43M +292,308 +10%
US Bancorp
16
US Bancorp
Minnesota
$411M -$41M -278,542 -9%
TI
17
Truepoint Inc
Ohio
$390M +$2.06M +14,016 +0.5%
SCM
18
SCS Capital Management
Massachusetts
$388M +$19.4M +131,999 +5%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$356M -$6.19K -42 -0%
PS
20
Portfolio Solutions
Michigan
$344M -$4.92M -33,377 -1%
CSIA
21
Charles Schwab Investment Advisory
California
$330M +$56.4M +382,668 +21%
MIS
22
Morningstar Investment Services
Illinois
$329M +$23.6M +160,212 +8%
Citigroup
23
Citigroup
New York
$325M -$17.6M -119,645 -5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$315M +$2.93M +19,887 +1%
WCM
25
Wealthcare Capital Management
Virginia
$297M -$722K -4,903 -0.2%
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