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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
301
Sigma Planning Corp
Michigan
$250K +$244K +8,104 New
SAM
302
Summit Asset Management
Tennessee
$247K – – –
WJA
303
Williams Jones & Associates
New York
$247K – – –
CWM
304
Concert Wealth Management
California
$246K -$512K -16,976 -68%
FC
305
FIC Capital
New York
$240K – – –
BPB
306
Badgley, Phelps & Bell
Washington
$239K -$3.01K -100 -1%
WCM
307
Wisconsin Capital Management
Wisconsin
$239K – – –
MIAN
308
Mariner Independent Advisor Network
Kansas
$238K +$232K +7,708 New
SIA
309
Stancorp Investment Advisers
Oregon
$238K +$232K +7,708 New
MNA
310
Manning & Napier Advisors
New York
$236K – – –
GHA
311
GW Henssler & Associates
Georgia
$230K – – –
FWP
312
FAS Wealth Partners
Kansas
$225K – – –
MC
313
Mathes Company
New York
$222K – – –
WPP
314
Whalerock Point Partners
Rhode Island
$222K +$217K +7,200 New
AI
315
Accredited Investors
Minnesota
$211K +$205K +6,816 New
WA
316
Winfield Associates
Ohio
$207K -$2.41K -80 -1%
CL
317
Choreo LLC
Illinois
$203K -$48.2K -1,600 -20%
CCA
318
Checchi Capital Advisers
California
$203K +$198K +6,556 New
JPTCCM
319
J.P. Turner & Co Capital Management
Georgia
$203K +$199K +6,600 New
EAMA
320
EFG Asset Management (Americas)
Florida
$198K +$193K +6,400 New
DBT
321
Dubuque Bank & Trust
Iowa
$195K – – –
MAS
322
Madden Advisory Services
Florida
$181K +$4.22K +140 +2%
FHA
323
First Horizon Advisors
Tennessee
$172K +$37.3K +1,236 +28%
CB
324
Community Bank
New York
$162K +$158K +5,236 New
AA
325
Apriem Advisors
California
$161K – – –
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