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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
476
Security National Bank of So Dak
Iowa
$565K – – –
TCM
477
Tradewinds Capital Management
Washington
$565K – – –
AWA
478
Arete Wealth Advisors
Illinois
$563K – – –
TA
479
Trellis Advisors
Washington
$563K – – –
CCG
480
Chatham Capital Group
Georgia
$562K -$93K -2,280 -14%
BIM
481
Baldwin Investment Management
Pennsylvania
$561K – – –
FHC
482
First Heartland Consultants
Missouri
$559K -$10.1K -248 -2%
IF
483
Ironwood Financial
Arizona
$557K +$8.49K +208 +2%
SWM
484
Segment Wealth Management
Texas
$553K – – –
PFM
485
Parsec Financial Management
North Carolina
$549K – – –
LDB
486
Lee, Danner & Bass
Tennessee
$549K +$26.9K +660 +5%
SFG
487
StrategIQ Financial Group
Indiana
$548K +$74.3K +1,820 +16%
MWAC
488
Mariner Wealth Advisors (Cincinnati)
Ohio
$543K – – –
MMPW
489
Mitchell McLeod Pugh & Williams
Alabama
$543K +$12.6K +308 +2%
GJIC
490
Gamble Jones Investment Counsel
California
$543K +$539K +13,220 New
OC
491
Oakworth Capital
Alabama
$542K – – –
BFO
492
Boston Family Office
Massachusetts
$539K -$21.9K -536 -4%
WA
493
Wealth Architects
California
$533K +$8.32K +204 +2%
CPO
494
Cerity Partners OCIO
New York
$528K – – –
SIC
495
Sigma Investment Counselors
Michigan
$519K – – –
AA
496
Advisory Alpha
Michigan
$517K -$11.6K -284 -5%
PFT
497
Providence First Trust
Arizona
$517K – – –
LW
498
Linscomb Wealth
Texas
$508K – – –
KA
499
Klingman & Associates
New York
$505K – – –
MBT
500
Montecito Bank & Trust
California
$503K – – –
18 19
20
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