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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWMCB
151
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$712K – – –
CA
152
Cetera Advisors
Colorado
$700K -$1.41M -14,536 -66%
OCM
153
One Capital Management
California
$684K +$259K +2,680 +59%
B
154
Bailard
California
$672K – – –
PJSIMP
155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K – – –
TIM
156
Tortoise Investment Management
New York
$663K +$111K +1,150 +20%
PWM
157
Patriot Wealth Management
Texas
$657K -$19.8K -205 -3%
HFS
158
HL Financial Services
Kentucky
$654K -$32.4K -335 -5%
TBA
159
Tower Bridge Advisors
Pennsylvania
$645K – – –
SAMT
160
Select Asset Management & Trust
Pennsylvania
$619K +$632K +6,523 New
TCOV
161
Trust Company of Vermont
Vermont
$616K – – –
ICOA
162
Investment Centers of America
North Dakota
$607K +$58.1K +600 +10%
MC
163
Mathes Company
New York
$591K – – –
CNB
164
City National Bank
Delaware
$566K -$77K -795 -12%
LDB
165
Lee, Danner & Bass
Tennessee
$564K +$66.3K +685 +13%
PO
166
Private Ocean
California
$542K +$97 +1 +0%
HIMC
167
Heritage Investors Management Corp
Maryland
$534K -$4.84K -50 -0.9%
RJT
168
Raymond James Trust
Florida
$530K -$7.46K -77 -1%
CTC
169
Central Trust Company
Missouri
$517K -$60.5K -625 -10%
MG
170
McCutchen Group
Washington
$511K +$2.42K +25 +0.5%
PWAP
171
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$487K -$41.8K -432 -8%
BB
172
Bell Bank
North Dakota
$472K – – –
CFA
173
Carroll Financial Associates
North Carolina
$472K +$36.8K +380 +8%
CFA
174
CT Financial Advisors
Pennsylvania
$455K – – –
KCM
175
Kanawha Capital Management
Virginia
$451K – – –
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