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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
151
KCM Investment Advisors
California
$272K +$273K +3,699 New
MA
152
MUFG Americas
New York
$270K +$271K +3,675 New
MAM
153
Marquette Asset Management
Minnesota
$269K +$270K +3,658 New
DBIA
154
Dumont & Blake Investment Advisors
New Jersey
$263K +$264K +3,585 New
BF
155
BOK Financial
Oklahoma
$261K +$262K +3,558 New
TIM
156
Tortoise Investment Management
New York
$254K +$255K +3,454 New
BWP
157
BSW Wealth Partners
Colorado
$239K +$240K +3,250 New
PP
158
Patten & Patten
Tennessee
$236K +$237K +3,210 New
SA
159
Strategic Advisors
New York
$234K +$234K +3,170 New
DADC
160
D.A. Davidson & Co
Montana
$233K +$235K +3,182 New
SB
161
Suntrust Banks
Georgia
$226K +$228K +3,086 New
VFP
162
Verus Financial Partners
Virginia
$224K +$225K +3,057 New
ACM
163
Antonetti Capital Management
Florida
$216K +$217K +2,945 New
GF
164
Gerstein Fisher
New York
$205K +$206K +2,794 New
AWMS
165
Advocacy Wealth Management Services
Georgia
$182K +$182K +2,474 New
DSC
166
Duncker Streett & Co
Missouri
$146K +$146K +1,983 New
MFS
167
MSI Financial Services
Massachusetts
$128K +$128K +1,739 New
QAM
168
QCI Asset Management
New York
$126K +$127K +1,720 New
JWM
169
Jacobus Wealth Management
Wisconsin
$122K +$122K +1,660 New
RIA
170
Regal Investment Advisors
Michigan
$102K +$102K +1,390 New
NES
171
New England Securities
New York
$99K +$99.8K +1,353 New
SSB
172
Sandy Spring Bank
Maryland
$93K +$93.6K +1,269 New
SMA
173
Simply Money Advisors
Ohio
$86K +$85.9K +1,165 New
HNB
174
Huntington National Bank
Ohio
$59K – – –
AA
175
AlphaMark Advisors
Kentucky
$59K +$59K +800 New
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