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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
476
BSW Wealth Partners
Colorado
$301K -$78.3K -2,280 -21%
SAM
477
Summit Asset Management
Tennessee
$301K +$8.66K +252 +3%
BCM
478
Bienville Capital Management
New York
$298K – – –
JIC
479
Johnson Investment Counsel
Ohio
$294K +$1.65K +48 +0.6%
FBA
480
Front Barnett Associates
Illinois
$293K -$96.2K -2,800 -25%
NCM
481
Narwhal Capital Management
Georgia
$291K +$287K +8,360 New
DIA
482
Denver Investment Advisors
Colorado
$290K – – –
RFS
483
Rockefeller Financial Services
New York
$288K +$284K +8,268 New
WJA
484
Williams Jones & Associates
New York
$278K – – –
SHJ
485
Sharkey, Howes & Javer
Colorado
$274K +$235K +6,844 +663%
CIA
486
Covington Investment Advisors
Pennsylvania
$274K +$271K +7,884 New
GHA
487
GW Henssler & Associates
Georgia
$267K – – –
PFPT
488
Pinnacle Financial Partners (Tennessee)
Tennessee
$267K +$10.9K +316 +4%
EWA
489
EP Wealth Advisors
California
$264K -$51.5K -1,500 -17%
MCM
490
MAI Capital Management
Ohio
$261K +$258K +7,512 New
SYBT
491
Stock Yards Bank & Trust
Kentucky
$259K -$51.3K -1,492 -17%
GIM
492
Greystone Investment Management
Ohio
$258K – – –
CAL
493
Capital Analysts LLC
Pennsylvania
$257K -$174K -5,060 -41%
GHAM
494
Gilman Hill Asset Management
Connecticut
$255K – – –
PWW
495
Pettyjohn Wood & White
Virginia
$249K – – –
SAM
496
Silvercrest Asset Management
New York
$248K +$245K +7,128 New
FLI
497
Family Legacy Inc
South Carolina
$247K +$244K +7,092 New
FC
498
FIC Capital
New York
$243K +$15.8K +460 +7%
TPWA
499
TRUE Private Wealth Advisors
Oregon
$242K +$1.37K +40 +0.6%
CT
500
Coastline Trust
Rhode Island
$240K – – –
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20
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