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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
376
Homrich & Berg
Georgia
$292K +$122 +4 +0%
LDB
377
Lee, Danner & Bass
Tennessee
$291K – – –
SFG
378
StrategIQ Financial Group
Indiana
$285K +$282K +9,224 New
QCG
379
Quadrant Capital Group
Ohio
$283K – – –
DIA
380
Denver Investment Advisors
Colorado
$282K – – –
DBT
381
Dubuque Bank & Trust
Iowa
$280K – – –
SNT
382
Security National Trust
West Virginia
$278K +$97.8K +3,200 +55%
DI
383
Diligent Investors
California
$272K – – –
WFG
384
Wills Financial Group
Virginia
$265K +$29.9K +980 +13%
NA
385
Nottingham Advisors
New York
$260K -$12.2K -400 -5%
SAM
386
Summit Asset Management
Tennessee
$259K – – –
NL
387
NWAM LLC
Washington
$259K +$6.72K +220 +3%
RT
388
Rockland Trust
Massachusetts
$248K -$30.6K -1,000 -11%
HWA
389
Heritage Wealth Advisors
Virginia
$248K +$367 +12 +0.1%
QAM
390
QCI Asset Management
New York
$248K +$17.8K +584 +8%
WJA
391
Williams Jones & Associates
New York
$247K – – –
CTC
392
Central Trust Company
Missouri
$245K +$193K +6,320 +395%
WA
393
Winfield Associates
Ohio
$244K -$67K -2,192 -22%
PFPT
394
Pinnacle Financial Partners (Tennessee)
Tennessee
$243K -$396K -12,944 -63%
BPB
395
Badgley, Phelps & Bell
Washington
$242K – – –
EFS
396
Edelman Financial Services
Virginia
$241K +$978 +32 +0.4%
FC
397
FIC Capital
New York
$240K – – –
GP
398
Girard Partners
Pennsylvania
$239K +$237K +7,740 New
BWFM
399
Bridgewater Wealth & Financial Management
Maryland
$238K – – –
GHA
400
GW Henssler & Associates
Georgia
$237K – – –
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16
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