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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
326
EP Wealth Advisors
California
$398K +$404K +13,244 New
PCTC
327
Perkins Coie Trust Company
Washington
$393K – – –
FMBTD
328
First Midwest Bank Trust Division
Illinois
$386K -$16.5K -540 -4%
MC
329
Moors & Cabot
Massachusetts
$384K -$90.2K -2,956 -19%
WA
330
Wealth Architects
California
$384K – – –
HCM
331
Howland Capital Management
Massachusetts
$379K -$61K -2,000 -14%
BCM
332
Brookstone Capital Management
Illinois
$378K -$158K -5,196 -29%
CBU
333
CIBC Bank USA
Illinois
$375K +$117K +3,840 +44%
WA
334
WBH Advisory
Maryland
$368K -$27.8K -912 -7%
MNA
335
Manning & Napier Advisors
New York
$362K – – –
CCM
336
Cribstone Capital Management
Maine
$361K +$368K +12,080 New
BPCE
337
Bank Pictet & Cie (Europe)
Germany
$360K – – –
SSB
338
Sandy Spring Bank
Maryland
$355K +$36.6K +1,200 +11%
UAS
339
United Asset Strategies
New York
$353K +$52.7K +1,728 +17%
PWM
340
Patriot Wealth Management
Texas
$347K – – –
DP
341
Dearborn Partners
Illinois
$346K – – –
AA
342
Ancora Advisors
Ohio
$345K +$3.17K +104 +0.9%
NFG
343
Nations Financial Group
Iowa
$340K +$345K +11,320 New
BPB
344
Badgley, Phelps & Bell
Washington
$339K +$105K +3,452 +44%
FBA
345
Front Barnett Associates
Illinois
$337K – – –
MMPW
346
Mitchell McLeod Pugh & Williams
Alabama
$333K – – –
MWP
347
MYCIO Wealth Partners
Pennsylvania
$319K -$4.27K -140 -1%
BFA
348
Beaumont Financial Advisors
Massachusetts
$318K – – –
LNB
349
Ledyard National Bank
$309K +$174K +5,720 +125%
WA
350
Winfield Associates
Ohio
$303K +$2.44K +80 +0.8%
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