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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
401
Level Four Advisory Services
Texas
$417K +$410K +12,668 New
PCTC
402
Perkins Coie Trust Company
Washington
$415K – – –
GWM
403
Geneos Wealth Management
Colorado
$413K +$80.4K +2,484 +25%
SPC
404
Sigma Planning Corp
Michigan
$409K -$318K -9,820 -44%
CAL
405
Capital Analysts LLC
Pennsylvania
$409K -$54.4K -1,680 -12%
SSB
406
Sandy Spring Bank
Maryland
$409K +$19.4K +600 +5%
KWMG
407
King Wealth Management Group
Florida
$400K – – –
BA
408
BKS Advisors
Michigan
$398K -$4.53K -140 -1%
BPCE
409
Bank Pictet & Cie (Europe)
Germany
$395K – – –
ACP
410
Ashfield Capital Partners
California
$391K -$13.6K -420 -3%
MHS
411
M Holdings Securities
Oregon
$388K +$382K +11,796 New
LFA
412
Landmark Financial Advisors
Kentucky
$382K – – –
PWM
413
Patriot Wealth Management
Texas
$380K – – –
CG
414
Cutler Group
California
$376K +$85.8K +2,652 +30%
BFA
415
Beaumont Financial Advisors
Massachusetts
$369K – – –
FBA
416
Front Barnett Associates
Illinois
$369K – – –
BB
417
Busey Bank
Illinois
$365K -$446K -13,768 -55%
KA
418
Klingman & Associates
New York
$365K – – –
IC
419
Intersect Capital
California
$361K – – –
CCA
420
Clearwater Capital Advisors
Illinois
$360K -$6.99K -216 -2%
BWP
421
BSW Wealth Partners
Colorado
$360K +$308K +9,520 +676%
WFG
422
Wills Financial Group
Virginia
$354K +$52.4K +1,620 +18%
CT
423
Cambridge Trust
Massachusetts
$353K -$95.7K -2,956 -22%
CFMC
424
Curbstone Financial Management Corp
New Hampshire
$352K -$217K -6,700 -39%
CCG
425
Chatham Capital Group
Georgia
$345K – – –
15 16
17
18 19