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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMT
326
Legacy Wealth Management (Tennessee)
Tennessee
$18.5K +$18K +180 New
ACS
327
Archford Capital Strategies
Illinois
$17K – – –
AFIA
328
America First Investment Advisors
Nebraska
$15K – – –
SWA
329
Sutton Wealth Advisors
Florida
$13.9K – – –
GRP
330
Global Retirement Partners
California
$13K +$13.1K +131 New
AIM
331
Anchor Investment Management
South Carolina
$10.2K – – –
FMTCOCP
332
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10.2K +$10K +100 New
GBBWRPM
333
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K +$8.71K +87 New
WA
334
WFG Advisors
Texas
$8K – – –
AA
335
Ancora Advisors
Ohio
$7K +$6.51K +65 New
CWM
336
Catamount Wealth Management
Connecticut
$6K – – –
AWM
337
AllSquare Wealth Management
New York
$6K +$6.01K +60 New
LM
338
Legg Mason
Maryland
$5K +$2.5K +25 +132%
AOWM
339
Alpha Omega Wealth Management
Virginia
$2K +$2K +20 New
RBC
340
Roble Belko & Company
Pennsylvania
$1K – – –
SFI
341
SPC Financial Inc
Maryland
– -$6.63M -66,807 Closed
PFS
342
Prospera Financial Services
Texas
– -$580K -5,850 Closed
SCA
343
Salient Capital Advisors
Texas
– -$476K -4,798 Closed
VKH
344
Virtu KCG Holdings
New York
– -$386K -3,891 Closed
PP
345
Patten & Patten
Tennessee
– -$350K -3,530 Closed
CWM
346
Concert Wealth Management
California
– -$202K -2,029 Closed
MWP
347
MYCIO Wealth Partners
Pennsylvania
– -$152K -1,532 Closed
SFPM
348
Sensible Financial Planning & Management
Massachusetts
– -$101K -1,014 Closed
WIC
349
Woodmont Investment Counsel
Tennessee
– -$48K -486 Closed
IWMPD
350
Integrated Wealth Management (Palm Desert)
California
– -$39K -394 Closed
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