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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
251
Inspirion Wealth Advisors
Illinois
$2.61M +$95K +2,516 +4%
HB
252
Homrich & Berg
Georgia
$2.61M +$835K +22,112 +49%
DSC
253
Duncker Streett & Co
Missouri
$2.6M -$107K -2,832 -4%
CP
254
Camelot Portfolios
Ohio
$2.55M -$45.4K -1,204 -2%
FANJ
255
Financial Architects (New Jersey)
New Jersey
$2.53M +$18.7K +496 +0.8%
KCM
256
Kendall Capital Management
Maryland
$2.52M +$2.46M +65,200 New
FT
257
Fiduciary Trust
Massachusetts
$2.52M +$2.45M +65,004 New
CG
258
Colony Group
Massachusetts
$2.48M -$14.8K -392 -0.6%
DY
259
Dowling & Yahnke
California
$2.44M +$1.21K +32 +0.1%
ACM
260
Aviance Capital Management
Florida
$2.44M -$711K -18,828 -23%
RJT
261
Raymond James Trust
Florida
$2.43M +$97.2K +2,576 +4%
AIM
262
Anchor Investment Management
South Carolina
$2.42M +$404K +10,700 +21%
ASN
263
Advisory Services Network
Georgia
$2.4M +$615K +16,300 +36%
DADC
264
D.A. Davidson & Co
Montana
$2.35M +$292K +7,740 +15%
HPWM
265
Highland Private Wealth Management
Washington
$2.34M -$266K -7,060 -10%
BA
266
Bristlecone Advisors
Washington
$2.32M +$2.57K +68 +0.1%
SBL
267
Sargent Bickham Lagudis
Colorado
$2.27M -$54.4K -1,440 -2%
RPC
268
Rossmore Private Capital
Connecticut
$2.27M +$2.22M +58,728 New
ACP
269
Aveo Capital Partners
Colorado
$2.26M -$23K -608 -1%
SPC
270
Sigma Planning Corp
Michigan
$2.24M +$71K +1,880 +3%
IA
271
IFG Advisory
Georgia
$2.2M +$2.63M +69,644 New
KWM
272
Kingsview Wealth Management
Oregon
$2.19M +$223K +5,916 +12%
AA
273
Advisory Alpha
Michigan
$2.16M – – –
MNG
274
Manning & Napier Group
New York
$2.16M – – –
MBA
275
McQueen Ball & Associates
Pennsylvania
$2.13M +$244K +6,468 +13%
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