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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
351
Landmark Financial Advisors
Kentucky
$375K – – –
PWM
352
Patriot Wealth Management
Texas
$373K – – –
MNA
353
Manning & Napier Advisors
New York
$370K – – –
OC
354
Oakworth Capital
Alabama
$368K – – –
CWM
355
Cornerstone Wealth Management
Missouri
$368K +$370K +11,528 New
W
356
Wealthfront
California
$366K +$363K +11,300 New
BFA
357
Beaumont Financial Advisors
Massachusetts
$363K – – –
FBA
358
Front Barnett Associates
Illinois
$363K – – –
CTC
359
Central Trust Company
Missouri
$360K +$103K +3,200 +40%
KA
360
Klingman & Associates
New York
$359K -$26.9K -840 -7%
UAS
361
United Asset Strategies
New York
$358K -$298K -9,288 -46%
IC
362
Intersect Capital
California
$355K +$352K +10,984 New
CCA
363
Clearwater Capital Advisors
Illinois
$354K +$41.5K +1,292 +13%
DP
364
Dearborn Partners
Illinois
$343K -$10.3K -320 -3%
TF
365
Tompkins Financial
New York
$341K +$296K +9,240 +711%
CCG
366
Chatham Capital Group
Georgia
$339K – – –
LNB
367
Ledyard National Bank
$333K – – –
GWM
368
Geneos Wealth Management
Colorado
$326K -$6.42K -200 -2%
HFA
369
High Falls Advisors
New York
$322K -$1.17M -36,384 -79%
UB
370
UMB Bank
Missouri
$321K – – –
PWMAG
371
Pinnacle Wealth Management Advisory Group
New Jersey
$317K +$314K +9,800 New
BCM
372
Brookstone Capital Management
Illinois
$309K -$27.1K -844 -8%
CPO
373
Cerity Partners OCIO
New York
$308K -$29.8K -928 -9%
RMAM
374
Raab & Moskowitz Asset Management
New Jersey
$308K +$306K +9,524 New
HB
375
Homrich & Berg
Georgia
$306K – – –
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15
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