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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
251
Suntrust Banks
Georgia
$593K +$289K +8,908 +91%
KWMG
252
King Wealth Management Group
Florida
$578K – – –
CAS
253
Cue Advisory Services
Arizona
$577K +$144K +4,436 +32%
BFO
254
Boston Family Office
Massachusetts
$572K -$2.6K -80 -0.4%
MCM
255
Manchester Capital Management
Vermont
$565K +$149K +4,600 +35%
NFG
256
Next Financial Group
Texas
$550K +$48.9K +1,508 +10%
GF
257
Goodman Financial
Texas
$540K +$21K +648 +4%
PTC
258
Private Trust Company
Ohio
$528K +$107K +3,284 +25%
HW
259
Hancock Whitney
Mississippi
$523K – – –
BRWA
260
B. Riley Wealth Advisors
Florida
$521K +$8.57K +264 +2%
EVM
261
Eaton Vance Management
Massachusetts
$517K +$14.9K +460 +3%
CPA
262
Capital Planning Advisors
California
$510K -$1.95K -60 -0.4%
BHIA
263
Birch Hill Investment Advisors
Massachusetts
$507K +$101K +3,120 +24%
BAS
264
Brown Advisory Securities
Maryland
$502K +$86.2K +2,656 +20%
MNA
265
Manning & Napier Advisors
New York
$493K – – –
FIB
266
First Interstate Bank
Montana
$492K – – –
WS
267
Wedbush Securities
California
$488K -$92.2K -2,840 -16%
OA
268
Oxbow Advisors
Texas
$484K – – –
SNT
269
Security National Trust
West Virginia
$484K – – –
CB
270
Commerce Bank
Missouri
$482K +$89.6K +2,760 +22%
FEG
271
Financial Enhancement Group
Indiana
$482K +$491K +15,120 New
LW
272
Linscomb Wealth
Texas
$477K -$25.1K -772 -5%
TCM
273
Tradewinds Capital Management
Washington
$476K – – –
LA
274
LVW Advisors
New York
$467K -$2.08K -64 -0.4%
FHB
275
First Hawaiian Bank
Hawaii
$467K – – –
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11
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