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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
301
Mitchell Sinkler & Starr
Pennsylvania
$522K +$128K +4,200 +32%
MWAC
302
Mariner Wealth Advisors (Cincinnati)
Ohio
$519K +$527K +17,268 New
CWM
303
Concert Wealth Management
California
$518K +$38.7K +1,268 +8%
CAS
304
Cue Advisory Services
Arizona
$497K -$1.83K -60 -0.4%
BFO
305
Boston Family Office
Massachusetts
$494K -$45.3K -1,484 -8%
FEG
306
Financial Enhancement Group
Indiana
$482K +$19.6K +644 +4%
WS
307
Wedbush Securities
California
$481K +$20.1K +660 +4%
NFG
308
Next Financial Group
Texas
$477K -$54.9K -1,800 -10%
SHCM
309
Stokes & Hubbell Capital Management
Louisiana
$472K +$54.7K +1,792 +13%
WF
310
Welch & Forbes
Massachusetts
$464K +$41.1K +1,348 +10%
CL
311
CPWM LLC
Washington
$460K +$49.7K +1,628 +12%
QIM
312
Quest Investment Management
Oregon
$458K +$174K +5,720 +60%
OA
313
Oxbow Advisors
Texas
$456K – – –
RFA
314
Reilly Financial Advisors
California
$453K -$79.3K -2,600 -15%
TCM
315
Tradewinds Capital Management
Washington
$448K – – –
LW
316
Linscomb Wealth
Texas
$447K -$3.17K -104 -0.7%
BHIA
317
Birch Hill Investment Advisors
Massachusetts
$435K – – –
GG
318
Gofen & Glossberg
Illinois
$435K +$26.2K +860 +6%
CC
319
Cognios Capital
Kansas
$418K – – –
PFPT
320
Pinnacle Financial Partners (Tennessee)
Tennessee
$418K +$425K +13,924 New
LA
321
LVW Advisors
New York
$417K – – –
IC
322
Intersect Capital
California
$411K – – –
PFM
323
Parsec Financial Management
North Carolina
$407K +$1.95K +64 +0.5%
HH
324
Hilltop Holdings
Texas
$405K – – –
SIC
325
Sigma Investment Counselors
Michigan
$399K +$50K +1,640 +14%
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