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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
426
Financial Advantage
Maryland
$125K – – –
LPIC
427
LeJeune Puetz Investment Counsel
Michigan
$115K – – –
PMFA
428
Plante Moran Financial Advisors
Michigan
$115K – – –
AA
429
AlphaMark Advisors
Kentucky
$108K – – –
BHWM
430
Bay Harbor Wealth Management
Maryland
$107K +$105K +797 New
ESB
431
Essex Savings Bank
Connecticut
$102K +$71.6K +541 +249%
ADL
432
Asset Dedication LLC
California
$99K +$97.4K +736 New
RCA
433
Rowland Carmichael Advisors
Arizona
$95K – – –
TSW
434
Thompson Siegel & Walmsley
Virginia
$87K – – –
SPIA
435
Steward Partners Investment Advisory
New York
$81K +$79.6K +602 New
TWA
436
TCI Wealth Advisors
Arizona
$79K +$28.3K +214 +57%
TVWM
437
Tower View Wealth Management
Wisconsin
$77K +$265 +2 +0.4%
VCM
438
Vigilant Capital Management
Maine
$76K – – –
JWA
439
JFS Wealth Advisors
Pennsylvania
$72K +$397 +3 +0.6%
TFGT
440
TS Financial Group (TSFG)
Illinois
$71K – – –
WB
441
Webster Bank
Connecticut
$67K – – –
PCTC
442
Perkins Coie Trust Company
Washington
$59K – – –
BBPWM
443
Blue Bell Private Wealth Management
Pennsylvania
$54K – – –
GSWM
444
Golden State Wealth Management
California
$51K – – –
SFSIG
445
San Francisco Sentry Investment Group
California
$51K – – –
BCA
446
Bray Capital Advisors
Florida
$50K -$26.1K -197 -35%
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$50K -$21.2K -160 -30%
IFAM
448
Institutional & Family Asset Management
Colorado
$49K – – –
WTC
449
WhitTier Trust Company
Nevada
$48K – – –
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.2K – – –
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