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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
276
Ashfield Capital Partners
California
$223K – – –
GHA
277
GW Henssler & Associates
Georgia
$219K – – –
FWP
278
FAS Wealth Partners
Kansas
$214K – – –
MC
279
Mathes Company
New York
$211K – – –
SHGA
280
Sand Hill Global Advisors
California
$200K +$203K +6,836 New
WA
281
Winfield Associates
Ohio
$199K +$11.9K +400 +6%
DBT
282
Dubuque Bank & Trust
Iowa
$185K – – –
EIM
283
Emerson Investment Management
Massachusetts
$176K -$29.1K -980 -14%
PTC
284
Private Trust Company
Ohio
$168K -$5.82K -196 -3%
MAS
285
Madden Advisory Services
Florida
$168K +$2.97K +100 +2%
AWM
286
Avior Wealth Management
Nebraska
$164K -$594 -20 -0.4%
CFS
287
Community Financial System
New York
$154K -$14.4K -484 -8%
AA
288
Apriem Advisors
California
$153K +$154K +5,200 New
1IC
289
1919 Investment Counsel
Maryland
$135K +$17.2K +580 +15%
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$128K – – –
FHA
291
First Horizon Advisors
Tennessee
$127K – – –
ST
292
Stifel Trust
Missouri
$125K – – –
MCM
293
Manchester Capital Management
Vermont
$124K – – –
PFSC
294
Peoples Financial Services Corp
Pennsylvania
$116K -$5.94K -200 -5%
RWM
295
Raffa Wealth Management
District of Columbia
$92K – – –
FANJ
296
Financial Architects (New Jersey)
New Jersey
$78K – – –
QAM
297
QCI Asset Management
New York
$65K +$3.56K +120 +6%
NSIM
298
North Star Investment Management
Illinois
$56K – – –
MHS
299
M Holdings Securities
Oregon
$55K +$55.5K +1,868 New
JFGIW
300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K – – –
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