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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
251
Howland Capital Management
Massachusetts
$451K +$440K +14,612 New
KWMG
252
King Wealth Management Group
Florida
$449K -$395K -13,092 -47%
ECM
253
EagleClaw Capital Management
Massachusetts
$443K -$32.6K -1,080 -7%
PTC
254
Private Trust Company
Ohio
$442K +$259K +8,592 +150%
BSB
255
Bangor Savings Bank
Maine
$430K +$18.7K +620 +5%
EFSCE
256
Enterprise Financial Services Corp (EFSC)
Missouri
$418K +$27.2K +904 +7%
PCTC
257
Perkins Coie Trust Company
Washington
$417K – – –
CAS
258
Cue Advisory Services
Arizona
$408K +$399K +13,224 New
MCM
259
Manchester Capital Management
Vermont
$406K +$268K +8,892 +210%
WA
260
Wealth Architects
California
$395K +$385K +12,780 New
GG
261
Gofen & Glossberg
Illinois
$392K +$25.9K +860 +7%
AF
262
Affiance Financial
Minnesota
$386K +$377K +12,496 New
BFA
263
Beaumont Financial Advisors
Massachusetts
$384K – – –
CB
264
Commerce Bank
Missouri
$382K +$14K +464 +4%
TSWM
265
Triangle Securities Wealth Management
North Carolina
$378K – – –
BPCE
266
Bank Pictet & Cie (Europe)
Germany
$371K -$693K -23,000 -66%
BHIA
267
Birch Hill Investment Advisors
Massachusetts
$371K – – –
FBT
268
Founders Bank & Trust
Michigan
$368K – – –
HC
269
HHG & Company
Connecticut
$361K +$15.1K +500 +4%
PWM
270
Patriot Wealth Management
Texas
$356K – – –
QIM
271
Quest Investment Management
Oregon
$355K +$347K +11,500 New
WS
272
Wedbush Securities
California
$350K +$342K +11,332 New
SIC
273
Sigma Investment Counselors
Michigan
$348K – – –
BAS
274
Brown Advisory Securities
Maryland
$348K +$337K +11,196 New
CIC
275
Carnegie Investment Counsel
Ohio
$348K +$339K +11,236 New
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11
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