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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
776
Lenox Wealth Advisors
New York
$105K – – –
SAM
777
Strategic Asset Management
Minnesota
$105K – – –
T2I
778
Turim 21 Investimentos
Brazil
$105K – – –
CIA
779
Choate Investment Advisors
Massachusetts
$102K – – –
CLOS
780
Compagnie Lombard Odier SCmA
Switzerland
$98K +$96.5K +470 New
M
781
MOTCO
Texas
$92K – – –
PCTC
782
Perkins Coie Trust Company
Washington
$92K – – –
WFA
783
WestHill Financial Advisors
California
$87K – – –
CT
784
Caldwell Trust
Florida
$85.5K – – –
TWA
785
TCI Wealth Advisors
Arizona
$84K – – –
SIAP
786
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$82K – – –
BAM
787
Byrne Asset Management
New Jersey
$82K +$31.4K +153 +64%
JPLA
788
Joseph P. Lucia & Associates
New York
$80K +$78.9K +384 New
MIFH
789
Migdal Insurance & Financial Holdings
Israel
$78K +$77K +375 New
AA
790
Ancora Advisors
Ohio
$72K – – –
IFS
791
Intelligent Financial Strategies
Minnesota
$72K +$205 +1 +0.3%
SC
792
Stephens Consulting
Michigan
$70.1K – – –
AIP
793
Ameritas Investment Partners
Nebraska
$69K – – –
BBPWM
794
Blue Bell Private Wealth Management
Pennsylvania
$69K – – –
DHGWA
795
Dixon Hughes Goodman Wealth Advisors
North Carolina
$67K – – –
TWC
796
TD Waterhouse Canada
Ontario, Canada
$66.8K +$27.3K +133 +71%
HWA
797
HHM Wealth Advisors
Tennessee
$65K -$71.9K -350 -53%
HBW
798
Hazlett, Burt & Watson
West Virginia
$65K +$64.1K +312 New
BCA
799
Bray Capital Advisors
Florida
$54K – – –
SCA
800
Sandy Cove Advisors
Massachusetts
$54K – – –
30 31
32
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