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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
226
Oppenheimer & Co
New York
$14.9M +$780K +13,200 +6%
NFG
227
Nations Financial Group
Iowa
$14.7M -$673K -11,380 -5%
NAMP
228
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$14.6M -$72.1K -1,220 -0.5%
TCOTS
229
Trust Company of the South
North Carolina
$14.6M +$4M +67,696 +41%
TWC
230
TD Waterhouse Canada
Ontario, Canada
$14.6M +$1.29M +21,772 +10%
MFGP
231
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.6M +$161K +2,720 +1%
DADC
232
D.A. Davidson & Co
Montana
$14.6M +$828K +14,008 +6%
RCA
233
Riverview Capital Advisers
Massachusetts
$14.5M +$208K +3,528 +2%
IB
234
Intrust Bank
Kansas
$14.5M -$337K -5,700 -2%
HNB
235
Huntington National Bank
Ohio
$14.4M – – –
TFP
236
TrueWealth Financial Partners
Washington
$14.3M +$247K +4,176 +2%
CA
237
Crane Advisory
California
$14.2M +$1.15M +19,540 +9%
AAS
238
Ameritas Advisory Services
Nebraska
$14.1M +$959K +16,228 +8%
FFG
239
Frisch Financial Group
New York
$14M +$339K +5,736 +3%
GVAG
240
Great Valley Advisor Group
Delaware
$14M +$877K +14,844 +7%
AFS
241
Annapolis Financial Services
Maryland
$14M -$2.34M -39,680 -15%
JBA
242
Johnson Bixby & Associates
Washington
$13.7M +$12.5M +211,024 +2,351%
IFPL
243
Investments & Financial Planning LLC
Kentucky
$13.5M +$190K +3,216 +2%
CWAF
244
Core Wealth Advisors (Florida)
Florida
$13.4M +$759K +12,844 +6%
BFEC
245
Benjamin F. Edwards & Company
Missouri
$13.3M -$777K -13,152 -6%
FOFP
246
Fee-Only Financial Planning
South Carolina
$13.3M -$134K -2,268 -1%
ETC
247
Exchange Traded Concepts
Oklahoma
$13.3M -$11.5M -194,676 -48%
AWE
248
Avidian Wealth Enterprises
Texas
$13.3M -$959K -16,228 -7%
REMPR
249
Roof Eidam Maycock Peralta (REMP)
California
$13.3M -$3.55K -60 -0%
TCM
250
Towneley Capital Management
California
$13.1M -$32.4K -548 -0.3%
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