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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FMBTD
326
First Midwest Bank Trust Division
Illinois
$390K – – –
WA
327
Wealth Architects
California
$387K – – –
HCM
328
Howland Capital Management
Massachusetts
$382K – – –
WA
329
WBH Advisory
Maryland
$381K +$9.5K +336 +3%
UAS
330
United Asset Strategies
New York
$377K +$19.8K +700 +6%
AWMS
331
Advocacy Wealth Management Services
Georgia
$375K -$365K -12,916 -51%
SIC
332
Sigma Investment Counselors
Michigan
$369K -$32.2K -1,140 -9%
BPCE
333
Bank Pictet & Cie (Europe)
Germany
$364K – – –
CBU
334
CIBC Bank USA
Illinois
$361K -$15.8K -560 -4%
AA
335
Ancora Advisors
Ohio
$361K +$11.7K +412 +4%
OC
336
Oakworth Capital
Alabama
$361K +$65.4K +2,312 +24%
KA
337
Klingman & Associates
New York
$361K +$313K +11,080 +1,319%
BA
338
BKS Advisors
Michigan
$359K +$76.8K +2,716 +30%
CFN
339
Cordasco Financial Network
Florida
$358K -$574K -20,304 -63%
SSB
340
Sandy Spring Bank
Maryland
$358K – – –
BFA
341
Beaumont Financial Advisors
Massachusetts
$355K +$3.62K +128 +1%
MNA
342
Manning & Napier Advisors
New York
$354K – – –
ACP
343
Ashfield Capital Partners
California
$352K -$308K -10,880 -48%
LFA
344
Landmark Financial Advisors
Kentucky
$351K +$45.3K +1,600 +16%
DP
345
Dearborn Partners
Illinois
$350K – – –
PWM
346
Patriot Wealth Management
Texas
$350K – – –
FBA
347
Front Barnett Associates
Illinois
$340K – – –
CT
348
Cambridge Trust
Massachusetts
$339K +$316K +11,188 New
MMPW
349
Mitchell McLeod Pugh & Williams
Alabama
$336K – – –
FC
350
Financial Consulate
Maryland
$330K +$308K +10,892 New
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