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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
276
JNBA Financial Advisors
Minnesota
$659K +$642K +21,056 +2,329%
AIM
277
Acropolis Investment Management
Missouri
$655K – – –
PTC
278
Private Trust Company
Ohio
$655K +$178K +5,824 +36%
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$654K -$48.2K -1,580 -7%
ZF
280
Zhang Financial
Michigan
$651K -$15K -492 -2%
BC
281
Burney Company
Virginia
$647K +$50.5K +1,656 +8%
EWM
282
Evercore Wealth Management
New York
$641K -$9.64K -316 -1%
SPC
283
Sigma Planning Corp
Michigan
$636K +$162K +5,296 +33%
SFA
284
Stewardship Financial Advisors
Georgia
$617K +$627K +20,548 New
EFSCE
285
Enterprise Financial Services Corp (EFSC)
Missouri
$613K +$15.3K +500 +3%
VFS
286
VSR Financial Services
Kansas
$605K -$3.66K -120 -0.6%
BAS
287
Brown Advisory Securities
Maryland
$604K +$7.32K +240 +1%
PCA
288
Personal Capital Advisors
California
$601K +$611K +20,028 New
WI
289
WrapManager Inc
California
$580K +$589K +19,308 New
SFG
290
Sage Financial Group
Pennsylvania
$578K +$587K +19,244 New
ABC
291
Associated Banc-Corp
Wisconsin
$576K +$4.27K +140 +0.7%
CBT
292
Central Bank & Trust
Kentucky
$547K +$485K +15,896 +683%
SBIA
293
Sheaff Brock Investment Advisors
Indiana
$547K +$555K +18,200 New
CPO
294
Cerity Partners OCIO
New York
$545K -$195K -6,384 -26%
KWMG
295
King Wealth Management Group
Florida
$545K – – –
GWM
296
Gupta Wealth Management
California
$537K -$460K -15,088 -46%
CFMC
297
Curbstone Financial Management Corp
New Hampshire
$534K +$265K +8,700 +96%
BRWA
298
B. Riley Wealth Advisors
Florida
$532K +$732 +24 +0.1%
MCM
299
MAI Capital Management
Ohio
$529K -$63.4K -2,080 -11%
GF
300
Goodman Financial
Texas
$525K +$60K +1,968 +13%
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