Who owns Modera Wealth Management, LLC?

No ownership or control links for Modera Wealth Management, LLC are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is Modera Wealth Management, LLC's risk level?

Modera Wealth Management, LLC has not yet been risk-scored — absence of a score means "not yet assessed", not "clean". Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership.

Where does Modera Wealth Management, LLC appear across sources?

Modera Wealth Management, LLC is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

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Dossier

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Modera Wealth Management, LLC

Name: Modera Wealth Management, LLC — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, Modera Wealth Management, LLC, Company, US

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CompanyUS

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/01

At a glance

Dimensions on file

Assets: 200

/02

Key facts

Modera Wealth Management, LLC is a Company registered in US resolved across 1 source in the WhiteIntel corporate-ownership graph.

/03

Ownership & control

No ownership or control links resolved yet

An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.

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/04

Assets held

Showing first 200

200 assets+Premium

200+ linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.

Unlock in the full dossier

/05

Directorship network

1000 other roles

Where this entity’s officers also hold (or held) positions — the wider network reached through shared people. Roles are registry records, not a claim of control.

Green Dot Corp-Class A

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
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TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
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HERSHEY CO COM

Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
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ACADIAN ASSET MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
Slocum, Gordon & Co LLP13F holder
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

HOLOGIC INC COM

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
Polar Capital Holdings Plc13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

HOME DEPOT INC

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
WNY Asset Management, LLC13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

HONEYWELL INTERNATIONAL INC

Merlin Capital, Inc13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
STONEBRIDGE CAPITAL MANAGEMENT INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

HORMEL FOODS CORP COM

ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
Slocum, Gordon & Co LLP13F holder
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

HUBBELL INC COM

Vinva Investment Management Ltd13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder

HUMANA INC COM

BloombergSen Inc.13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

HUNTINGTON BANCSHARES INC COM

HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder

Huntington Ingalls Indu

EPACRIA CAPITAL PARTNERS, LLC13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Burns Matteson Capital Management, LLC13F holder

IES HLDGS INC

ILLINOIS TOOL WKS INC COM

Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
Slocum, Gordon & Co LLP13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL13F holder
STONEBRIDGE CAPITAL MANAGEMENT INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

Teledyne Technologies I

HSBC HOLDINGS PLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

TESLA INC

GARDA CAPITAL PARTNERS LP13F holder
Marathon Trading Investment Management LLC13F holder
Merlin Capital, Inc13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
WNY Asset Management, LLC13F holder
One River Asset Management, LLC13F holder
Polar Capital Holdings Plc13F holder
STONEBRIDGE CAPITAL MANAGEMENT INC13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

TEXAS INSTRS INC COM

GARDA CAPITAL PARTNERS LP13F holder
Merlin Capital, Inc13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
AllSquare Wealth Management LLC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

THE TRADE DESK INC COM CL A

GARDA CAPITAL PARTNERS LP13F holder
Vinva Investment Management Ltd13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Polar Capital Holdings Plc13F holder

THERMO FISHER SCIENTIFIC INC

GARDA CAPITAL PARTNERS LP13F holder
GENEVA CAPITAL MANAGEMENT LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
Slocum, Gordon & Co LLP13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
HEADINVEST, LLC13F holder
Fisher Asset Management, LLC13F holder

3M CO COM

GARDA CAPITAL PARTNERS LP13F holder
Belmont Capital, LLC13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
AllSquare Wealth Management LLC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL13F holder
STONEBRIDGE CAPITAL MANAGEMENT INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

TORONTO DOMINION BK ONT COM NEW

TOTALENERGIES SE

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
HSBC HOLDINGS PLC13F holder
MayTech Global Investments, LLC13F holder
WEST PACES ADVISORS INC.13F holder
CoreFirst Bank & Trust13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

TRAVELERS COS INC

Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

TRUIST FINL CORP COM

Vinva Investment Management Ltd13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

Ufp Industries Inc

ACADIAN ASSET MANAGEMENT LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

US BANCORP DEL COM NEW

Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

UNILEVER PLC SPON ADR NEW

Freedom Investment Management, Inc.13F holder
Capstone Financial Advisors, Inc.13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
CoreFirst Bank & Trust13F holder
Slocum, Gordon & Co LLP13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

UNION PACIFIC CORPORATION

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
Polar Capital Holdings Plc13F holder
STONEBRIDGE CAPITAL MANAGEMENT INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

UNITED CMNTY BKS BLAIRSVLE GA COM

WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

UNITED PARCEL SERVICE - CL B

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

UNITED RENTALS INC COM

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

UNITEDHEALTH GROUP INC

MAKENA CAPITAL MANAGEMENT LLC13F holder
Merlin Capital, Inc13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

VALERO ENERGY CORP COM

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
WNY Asset Management, LLC13F holder
One River Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

Valley National Bancorp

HSBC HOLDINGS PLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder

VANGUARD DIVIDEND APPRECIATION ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Capstone Financial Advisors, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD TOTAL INTERNATIONAL STOCK ETF

Capstone Financial Advisors, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD WORLD FD

VANGUARD GROUP INC13F holder

VANGUARD ESG INTERNATIONAL STOCK ETF

WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder

VANGUARD WORLD FD

Capstone Financial Advisors, Inc.13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder

VANGUARD ADMIRAL FDS INC

HSBC HOLDINGS PLC13F holder

VANGUARD ADMIRAL FDS INC

Moss Adams Wealth Advisors LLC13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder

VANGUARD INTERMEDIATE-TERM BOND ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

VANGUARD SHORT-TERM BOND ETF

Freedom Investment Management, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD TOTAL BOND MARKET ETF

Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Capstone Financial Advisors, Inc.13F holder
Regis Acquisition Inc.13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD FTSE DEVELOPED MARKETS ETF

EPACRIA CAPITAL PARTNERS, LLC13F holder
Freedom Investment Management, Inc.13F holder
Capstone Financial Advisors, Inc.13F holder
Regis Acquisition Inc.13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

VANGUARD WHITEHALL FDS

Continuum Advisory, LLC13F holder

VANGUARD ST INFLATION PROTECTED ETF

Freedom Investment Management, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

VANGUARD BD INDEX FDS

WNY Asset Management, LLC13F holder

VANGUARD CHARLOTTE FDS

Freedom Investment Management, Inc.13F holder
Capstone Financial Advisors, Inc.13F holder
HSBC HOLDINGS PLC13F holder
Vawter Financial, Ltd.13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF

Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder

VANGUARD INTL EQUITY INDEX F

Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD TOTAL WORLD STOCK ETF

Belmont Capital, LLC13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Regis Acquisition Inc.13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Belmont Capital, LLC13F holder
Capstone Financial Advisors, Inc.13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder

VANGUARD FTSE EMERGING MARKETS ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Regis Acquisition Inc.13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
AllSquare Wealth Management LLC13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD INTL EQUITY INDEX F

Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
HSBC HOLDINGS PLC13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD WORLD FDS

RETIREMENT CAPITAL STRATEGIES13F holder
Moss Adams Wealth Advisors LLC13F holder
WNY Asset Management, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD WORLD FDS

Freedom Investment Management, Inc.13F holder
Regis Acquisition Inc.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
WNY Asset Management, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD HEALTH CARE ETF

VANGUARD WORLD FDS

Capstone Financial Advisors, Inc.13F holder
Moss Adams Wealth Advisors LLC13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD WORLD FDS

Freedom Investment Management, Inc.13F holder
WNY Asset Management, LLC13F holder

VANGUARD COMMUNICATION SERVICES ETF

Freedom Investment Management, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
Continuum Advisory, LLC13F holder

VANGUARD SCOTTSDALE FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
MINOT CAPITAL, LP13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD SHORT-TERM CORPORATE BOND ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
WNY Asset Management, LLC13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD RUSSELL 2000 GROWTH ETF

Freedom Investment Management, Inc.13F holder

VANGUARD RUSSELL 1000 GROWTH ETF

Freedom Investment Management, Inc.13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD SCOTTSDALE FDS

Freedom Investment Management, Inc.13F holder
HSBC HOLDINGS PLC13F holder
VANGUARD GROUP INC13F holder

VANGUARD SCOTTSDALE FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Moss Adams Wealth Advisors LLC13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD MUN BD FDS

Capstone Financial Advisors, Inc.13F holder
Regis Acquisition Inc.13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD S&P 500 ETF

Freedom Investment Management, Inc.13F holder
Capstone Financial Advisors, Inc.13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD INDEX FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
HSBC HOLDINGS PLC13F holder
Moss Adams Wealth Advisors LLC13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

VANGUARD INDEX FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Regis Acquisition Inc.13F holder
HSBC HOLDINGS PLC13F holder
Moss Adams Wealth Advisors LLC13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
Slocum, Gordon & Co LLP13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD SMALL-CAP GROWTH ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder

VANGUARD INDEX FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
HSBC HOLDINGS PLC13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

VANGUARD INDEX FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD INDEX FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD INDEX FDS

Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD GROWTH ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

VANGUARD VALUE ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD INDEX FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Belmont Capital, LLC13F holder
HSBC HOLDINGS PLC13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder

VANGUARD TOTAL STOCK MARKET ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Belmont Capital, LLC13F holder
Capstone Financial Advisors, Inc.13F holder
Regis Acquisition Inc.13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
WNY Asset Management, LLC13F holder
Continuum Advisory, LLC13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

VERISIGN INC COM

Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder

VERIZON COMMUNICATIONS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
WNY Asset Management, LLC13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

VERTEX PHARMACEUTICALS INC COM

Merlin Capital, Inc13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

VISA INC - CL A

MAKENA CAPITAL MANAGEMENT LLC13F holder
Marathon Trading Investment Management LLC13F holder
Merlin Capital, Inc13F holder
GENEVA CAPITAL MANAGEMENT LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

VISHAY INTERTECHNOLOGY INC

HSBC HOLDINGS PLC13F holder
Shaolin Capital Management LLC13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

Wsfs Financial Corp

HSBC HOLDINGS PLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder

WAL-MART INC

MAKENA CAPITAL MANAGEMENT LLC13F holder
GENEVA CAPITAL MANAGEMENT LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
WNY Asset Management, LLC13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL13F holder
Polar Capital Holdings Plc13F holder
STONEBRIDGE CAPITAL MANAGEMENT INC13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

WASTE MGMT INC DEL COM

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

Watsco Inc

GENEVA CAPITAL MANAGEMENT LLC13F holder
Freedom Investment Management, Inc.13F holder
HSBC HOLDINGS PLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Burns Matteson Capital Management, LLC13F holder

WEBSTER FINL CORP COM

OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

WELLS FARGO & COMPANY

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

WEST PHARMACEUTICAL SVSC INC COM

Vinva Investment Management Ltd13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

WEYERHAEUSER CO MTN BE COM NEW

Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
Slocum, Gordon & Co LLP13F holder
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

Williams-Sonoma Inc

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
STONEBRIDGE CAPITAL MANAGEMENT INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Burns Matteson Capital Management, LLC13F holder

WISDOMTREE TR

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder

WISDOMTREE

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder

WISDOMTREE

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder

WISDOMTREE TR

Continuum Advisory, LLC13F holder

WISDOMTREE JAPAN HEDGED EQUITY FUND

Freedom Investment Management, Inc.13F holder

WISDOMTREE EUROPE HEDGED EQUITY FUND

WEST PACES ADVISORS INC.13F holder

YUM BRANDS INC COM

Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

YUM CHINA HLDGS INC COM

ZIMMER BIOMET HOLDINGS INC COM

Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

ZOETIS INC CL A

Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
Slocum, Gordon & Co LLP13F holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

AON PLC SHS CL A

BloombergSen Inc.13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
One River Asset Management, LLC13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder

ACCENTURE PLC IRELAND SHS CLASS A

Merlin Capital, Inc13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Gladius Capital Management LP13F holder
CCM INVESTMENT ADVISERS LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
STONEBRIDGE CAPITAL MANAGEMENT INC13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

EATON CORP PLC

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
One River Asset Management, LLC13F holder
Slocum, Gordon & Co LLP13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder
Burns Matteson Capital Management, LLC13F holder

INVESCO LTD SHS

GARDA CAPITAL PARTNERS LP13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

LINDE PLC SHS

Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder
Polar Capital Holdings Plc13F holder
Continuum Advisory, LLC13F holder
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
Fisher Asset Management, LLC13F holder

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