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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
401
Cutler Group
California
$144K +$146K +4,800 New
VC
402
Vestor Capital
Illinois
$142K – – –
MFW
403
Mosaic Family Wealth
Missouri
$138K +$141K +4,616 New
QAM
404
QCI Asset Management
New York
$132K +$23.2K +760 +21%
NSIM
405
North Star Investment Management
Illinois
$123K +$366 +12 +0.3%
PFSC
406
Peoples Financial Services Corp
Pennsylvania
$117K – – –
ADL
407
Asset Dedication LLC
California
$109K +$111K +3,636 New
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K – – –
FHA
409
First Horizon Advisors
Tennessee
$88K -$4.91M -161,068 -98%
HNB
410
Huntington National Bank
Ohio
$78K – – –
VIA
411
Vantage Investment Advisors
Pennsylvania
$77K – – –
ZB
412
Zions Bancorporation
Utah
$76K +$85.4K +2,800 New
WP
413
WealthPLAN Partners
Nebraska
$69.8K +$212K +6,960 New
BCI
414
Brinker Capital Investments
Pennsylvania
$67K -$1.27M -41,584 -95%
KM
415
Kalos Management
Georgia
$61K – – –
CFA
416
CT Financial Advisors
Pennsylvania
$61K +$366 +12 +0.6%
SMG
417
Spectrum Management Group
Indiana
$58K +$58.6K +1,920 New
CTC
418
Central Trust Company
Missouri
$53K – – –
CAL
419
Capital Advisors Ltd
Ohio
$52K +$8.05K +264 +18%
S
420
SignatureFD
Georgia
$48K +$48.7K +1,596 New
GWS
421
Glassman Wealth Services
Virginia
$46K – – –
RWM
422
Raffa Wealth Management
District of Columbia
$43.2K +$244 +8 +0.6%
FAM
423
Formidable Asset Management
Ohio
$41K +$43.9K +1,440 New
CFA
424
Carroll Financial Associates
North Carolina
$40K – – –
ACM
425
Argentus Capital Management
Texas
$32K -$1.14M -37,312 -97%
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