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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$420K -$30K -832 -7%
MFBTD
452
MB Financial Bank - Trust Department
Illinois
$419K – – –
BB
453
Busey Bank
Illinois
$416K -$8.08K -224 -2%
DWM
454
Doyle Wealth Management
Florida
$414K +$7.93K +220 +2%
IC
455
Intersect Capital
California
$410K – – –
MBT
456
Montecito Bank & Trust
California
$409K -$8.66K -240 -2%
WFG
457
Wills Financial Group
Virginia
$408K +$6.49K +180 +2%
W
458
Wealthfront
California
$403K +$28.1K +780 +8%
WA1
459
Wimmer Associates 1
California
$400K -$8.66K -240 -2%
QAM
460
QCI Asset Management
New York
$392K -$60.9K -1,688 -14%
DBT
461
Dubuque Bank & Trust
Iowa
$388K +$327K +9,060 +604%
FMW
462
Farr Miller & Washington
District of Columbia
$381K +$74.3K +2,060 +25%
AWM
463
AE Wealth Management
Kansas
$379K -$99.5K -2,760 -21%
LNB
464
Ledyard National Bank
$379K – – –
PAG
465
Private Advisory Group
Washington
$377K – – –
AMM
466
American Money Management
California
$376K -$126K -3,492 -25%
CTC
467
Central Trust Company
Missouri
$375K +$194K +5,392 +112%
BC
468
Brinker Capital
Pennsylvania
$367K +$360K +9,976 New
HFA
469
High Falls Advisors
New York
$366K – – –
EWA
470
EP Wealth Advisors
California
$365K +$85.1K +2,360 +31%
BAM
471
Belpointe Asset Management
Nevada
$365K +$358K +9,928 New
FF
472
Friedenthal Financial
New Jersey
$364K +$357K +9,904 New
PWMAG
473
Pinnacle Wealth Management Advisory Group
New Jersey
$361K +$15.1K +420 +4%
AIS
474
American Investment Services
Massachusetts
$361K +$97.5K +2,704 +38%
MGIA
475
Moneta Group Investment Advisors
Missouri
$360K +$353K +9,784 New
17 18
19
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