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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
301
Boston Family Office
Massachusetts
$492K -$6.11K -216 -1%
QIM
302
Quest Investment Management
Oregon
$489K +$24.9K +880 +6%
FNT
303
First National Trust
Pennsylvania
$489K +$265K +9,352 +138%
WS
304
Wedbush Securities
California
$485K +$226 +8 +0%
CC
305
Cognios Capital
Kansas
$483K +$450K +15,916 +132,633%
PTC
306
Private Trust Company
Ohio
$473K -$175K -6,180 -28%
CL
307
CPWM LLC
Washington
$465K +$339 +12 +0.1%
OA
308
Oxbow Advisors
Texas
$461K – – –
IF
309
Ironwood Financial
Arizona
$461K +$430K +15,200 New
SMC
310
Smith, Moore & Co
Missouri
$459K +$157K +5,560 +58%
TCM
311
Tradewinds Capital Management
Washington
$452K – – –
SCA
312
Stillwater Capital Advisors
Pennsylvania
$449K -$653K -23,100 -61%
CCM
313
Cribstone Capital Management
Maine
$446K +$74.2K +2,624 +22%
LW
314
Linscomb Wealth
Texas
$442K -$8.37K -296 -2%
LA
315
LVW Advisors
New York
$442K +$20.5K +724 +5%
BHIA
316
Birch Hill Investment Advisors
Massachusetts
$439K – – –
GG
317
Gofen & Glossberg
Illinois
$439K – – –
KWMG
318
King Wealth Management Group
Florida
$429K -$113K -4,000 -22%
SNBOSD
319
Security National Bank of So Dak
Iowa
$428K +$399K +14,112 New
TSWM
320
Triangle Securities Wealth Management
North Carolina
$413K -$286K -10,128 -43%
PFM
321
Parsec Financial Management
North Carolina
$412K +$905 +32 +0.2%
ECM
322
EagleClaw Capital Management
Massachusetts
$410K +$117K +4,120 +44%
HH
323
Hilltop Holdings
Texas
$409K – – –
PCTC
324
Perkins Coie Trust Company
Washington
$397K – – –
FBNAT
325
FirstMerit Bank N.A. Trustee
Ohio
$395K +$132K +4,656 +56%
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