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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
251
Linscomb Wealth
Texas
$523K -$25.4K -808 -5%
NFG
252
Next Financial Group
Texas
$523K -$4.9K -156 -1%
HW
253
Hancock Whitney
Mississippi
$523K +$496K +15,764 New
FIB
254
First Interstate Bank
Montana
$512K +$485K +15,440 New
OA
255
Oxbow Advisors
Texas
$504K – – –
SNT
256
Security National Trust
West Virginia
$504K – – –
TCM
257
Tradewinds Capital Management
Washington
$495K – – –
EFSCE
258
Enterprise Financial Services Corp (EFSC)
Missouri
$492K +$41.4K +1,316 +10%
LA
259
LVW Advisors
New York
$488K -$8.68K -276 -2%
EFS
260
Edelman Financial Services
Virginia
$487K -$11.2K -356 -2%
FHB
261
First Hawaiian Bank
Hawaii
$486K – – –
HCM
262
Howland Capital Management
Massachusetts
$485K – – –
ECM
263
EagleClaw Capital Management
Massachusetts
$478K +$2.52K +80 +0.6%
WA
264
WBH Advisory
Maryland
$457K -$31.4K -1,000 -7%
CAS
265
Cue Advisory Services
Arizona
$454K +$14.3K +456 +3%
PCTC
266
Perkins Coie Trust Company
Washington
$448K – – –
HH
267
Hilltop Holdings
Texas
$447K +$424K +13,480 New
TSWM
268
Triangle Securities Wealth Management
North Carolina
$445K +$36.5K +1,160 +9%
PTC
269
Private Trust Company
Ohio
$441K -$32.7K -1,040 -7%
BAS
270
Brown Advisory Securities
Maryland
$437K +$61K +1,940 +17%
MCM
271
Manchester Capital Management
Vermont
$435K – – –
KA
272
Kovack Advisors
Florida
$427K +$404K +12,860 New
AF
273
Affiance Financial
Minnesota
$426K +$10.4K +332 +3%
WA
274
Wealth Architects
California
$424K – – –
BHIA
275
Birch Hill Investment Advisors
Massachusetts
$424K +$24.5K +780 +7%
9 10
11
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