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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
376
Summit Asset Management
Tennessee
$254K – – –
SCA
377
Snowden Capital Advisors
New York
$251K +$234K +8,280 New
NL
378
NWAM LLC
Washington
$247K – – –
HWA
379
Heritage Wealth Advisors
Virginia
$243K +$339 +12 +0.2%
WJA
380
Williams Jones & Associates
New York
$242K – – –
BPB
381
Badgley, Phelps & Bell
Washington
$237K -$97.6K -3,452 -31%
HK
382
Horizon Kinetics
New York
$237K – – –
EFS
383
Edelman Financial Services
Virginia
$235K -$2.43M -85,820 -92%
FC
384
FIC Capital
New York
$235K – – –
BWFM
385
Bridgewater Wealth & Financial Management
Maryland
$233K +$339 +12 +0.2%
GHA
386
GW Henssler & Associates
Georgia
$232K – – –
EWA
387
EP Wealth Advisors
California
$230K -$160K -5,668 -43%
WFG
388
Wills Financial Group
Virginia
$229K – – –
CANC
389
Culbertson A N & Co
Virginia
$228K +$213K +7,524 New
QAM
390
QCI Asset Management
New York
$225K +$86K +3,040 +69%
GHAM
391
Gilman Hill Asset Management
Connecticut
$222K – – –
TPWA
392
TRUE Private Wealth Advisors
Oregon
$222K +$207K +7,324 New
VKH
393
Virtu KCG Holdings
New York
$221K +$206K +7,292 New
PWW
394
Pettyjohn Wood & White
Virginia
$215K +$339 +12 +0.2%
EFS
395
Essex Financial Services
Connecticut
$213K -$8.48K -300 -4%
CBT
396
Central Bank & Trust
Kentucky
$211K -$319K -11,264 -62%
CFA
397
Carroll Financial Associates
North Carolina
$209K +$158K +5,584 +418%
CC
398
Cadinha & Co
Hawaii
$206K – – –
BCM
399
Brookstone Capital Management
Illinois
$205K -$165K -5,844 -46%
SA
400
Strategic Advisors
New York
$205K +$191K +6,764 New
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