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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
276
Howland Capital Management
Massachusetts
$466K – – –
EFS
277
Edelman Financial Services
Virginia
$460K -$7.66K -236 -2%
PFM
278
Parsec Financial Management
North Carolina
$451K +$460K +14,164 New
WF
279
Welch & Forbes
Massachusetts
$449K +$458K +14,100 New
RFA
280
Reilly Financial Advisors
California
$443K +$66.3K +2,044 +17%
IC
281
Intersect Capital
California
$437K +$410K +12,624 +1,169%
TSWM
282
Triangle Securities Wealth Management
North Carolina
$427K – – –
WA
283
WFG Advisors
Texas
$426K +$123K +3,800 +40%
PCTC
284
Perkins Coie Trust Company
Washington
$417K -$13K -400 -3%
HH
285
Hilltop Holdings
Texas
$415K -$14.7K -452 -3%
WA
286
WBH Advisory
Maryland
$414K -$24.8K -764 -6%
GG
287
Gofen & Glossberg
Illinois
$408K +$3.25K +100 +0.8%
WA
288
Wealth Architects
California
$407K – – –
WSTAM
289
Wilbanks Smith & Thomas Asset Management
Virginia
$392K -$183K -5,632 -31%
DP
290
Dearborn Partners
Illinois
$386K +$96.7K +2,980 +33%
BPCE
291
Bank Pictet & Cie (Europe)
Germany
$382K – – –
MSS
292
Mitchell Sinkler & Starr
Pennsylvania
$370K +$132K +4,060 +54%
PWM
293
Patriot Wealth Management
Texas
$368K – – –
AF
294
Affiance Financial
Minnesota
$363K -$46.1K -1,420 -11%
SC
295
SouthState Corp
Florida
$357K +$92.2K +2,840 +34%
IH
296
IFC Holdings
Florida
$350K +$128K +3,936 +58%
SIC
297
Sigma Investment Counselors
Michigan
$344K -$10.4K -320 -3%
UAS
298
United Asset Strategies
New York
$337K -$13.1K -404 -4%
BFA
299
Beaumont Financial Advisors
Massachusetts
$337K -$4.15K -128 -1%
MMPW
300
Mitchell McLeod Pugh & Williams
Alabama
$334K – – –
10 11
12
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