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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
526
Cadinha & Co
Hawaii
$242K – – –
CCA
527
Conservest Capital Advisors
Pennsylvania
$241K – – –
HWA
528
Heritage Wealth Advisors
Virginia
$240K +$17K +480 +8%
CCA
529
Checchi Capital Advisers
California
$236K +$15.3K +432 +7%
TCOO
530
Trust Company of Oklahoma
Oklahoma
$235K – – –
RWA
531
RGT Wealth Advisors
Texas
$229K – – –
WP
532
WealthSource Partners
California
$229K +$3.82K +108 +2%
MC
533
Mathes Company
New York
$228K – – –
CFA
534
Carroll Financial Associates
North Carolina
$227K – – –
BG
535
Bahl & Gaynor
Ohio
$225K – – –
OPCM
536
Osborne Partners Capital Management
California
$222K +$220K +6,240 New
CAL
537
Capital Analysts LLC
Pennsylvania
$221K -$41K -1,160 -16%
AIM
538
Arcadia Investment Management
Michigan
$220K +$134K +3,780 +158%
FFWA
539
FRG Family Wealth Advisors
Washington
$217K – – –
FNB
540
Farmers National Bank
Kentucky
$217K +$215K +6,088 New
MCM
541
MAI Capital Management
Ohio
$214K -$53.4K -1,512 -20%
CAMG
542
CWA Asset Management Group
Florida
$214K – – –
PJSIMP
543
P.J. Schmidt Investment Management (PJS)
Wisconsin
$213K – – –
LCM
544
LVM Capital Management
Michigan
$211K – – –
FAT
545
First American Trust
California
$211K +$209K +5,912 New
SM
546
Sciencast Management
New Jersey
$211K +$209K +5,920 New
WA
547
Winfield Associates
Ohio
$210K – – –
CCM
548
Condor Capital Management
New Jersey
$208K – – –
MAS
549
Madden Advisory Services
Florida
$208K – – –
BAM
550
Barrett Asset Management
New York
$206K +$2.83K +80 +1%
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