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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
351
B. Riley Wealth Advisors
Florida
$878K +$33.3K +924 +4%
AA
352
Ancora Advisors
Ohio
$855K -$54.8K -1,520 -6%
CC
353
Cognios Capital
Kansas
$833K -$68.8K -1,908 -8%
SFM
354
Signet Financial Management
New Jersey
$810K -$52.5K -1,456 -6%
ZF
355
Zhang Financial
Michigan
$803K – – –
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$800K +$105K +2,920 +15%
BC
357
Burney Company
Virginia
$791K – – –
TG
358
Threshold Group
Washington
$789K – – –
ACM
359
Advisors Capital Management
New Jersey
$788K -$555K -15,392 -42%
MC
360
Moors & Cabot
Massachusetts
$781K +$36.8K +1,020 +5%
PFA
361
Pure Financial Advisors
California
$776K -$19.8K -548 -3%
CFMC
362
Curbstone Financial Management Corp
New Hampshire
$750K +$350K +9,700 +91%
ECM
363
EagleClaw Capital Management
Massachusetts
$742K +$57.7K +1,600 +9%
SNBOSD
364
Security National Bank of So Dak
Iowa
$733K -$14.4K -400 -2%
KA
365
Kovack Advisors
Florida
$730K -$46.7K -1,296 -6%
MWP
366
MYCIO Wealth Partners
Pennsylvania
$724K -$25.8K -716 -4%
WI
367
WrapManager Inc
California
$716K -$11.5K -320 -2%
SBIA
368
Sheaff Brock Investment Advisors
Indiana
$715K -$3.61K -100 -0.5%
CWM
369
Cornerstone Wealth Management
Missouri
$701K -$572K -15,872 -46%
FPS
370
Fieldpoint Private Securities
Connecticut
$679K +$667K +18,480 New
FCB
371
First Command Bank
Texas
$677K -$6.06K -168 -0.9%
FCFS
372
First Command Financial Services
Texas
$677K -$6.06K -168 -0.9%
WAP
373
Wealthcare Advisory Partners
Pennsylvania
$673K +$661K +18,320 New
TSS
374
Two Sigma Securities
New York
$667K +$655K +18,152 New
FHC
375
First Heartland Consultants
Missouri
$665K -$70.3K -1,948 -10%
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15
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