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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
526
SP Asset Management
California
$428K +$421K +10,724 New
CL
527
Choreo LLC
Illinois
$417K -$229K -5,832 -36%
RIS
528
Retirement Income Solutions
Michigan
$416K – – –
FMW
529
Farr Miller & Washington
District of Columbia
$409K – – –
WTB
530
Washington Trust Bank
Washington
$407K -$30.5K -776 -7%
NFG
531
NewFocus Financial Group
Washington
$404K -$95.6K -2,436 -19%
QAM
532
QCI Asset Management
New York
$403K -$12.4K -316 -3%
WA1
533
Wimmer Associates 1
California
$403K -$157 -4 -0%
BC
534
Brinker Capital
Pennsylvania
$396K +$785 +20 +0.2%
JFGIW
535
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$396K +$2.51K +64 +0.6%
HFA
536
High Falls Advisors
New York
$393K +$157 +4 +0%
SE
537
Summit Equities
New Jersey
$388K – – –
FNBT
538
FineMark National Bank & Trust
Florida
$386K – – –
WF
539
Welch & Forbes
Massachusetts
$379K – – –
PCTC
540
Perkins Coie Trust Company
Washington
$378K -$30.3K -772 -7%
EFS
541
Edelman Financial Services
Virginia
$369K +$27.3K +696 +8%
W
542
Wealthfront
California
$368K -$10K -256 -3%
MFBTD
543
MB Financial Bank - Trust Department
Illinois
$363K -$85.6K -2,180 -19%
WFG
544
Wills Financial Group
Virginia
$363K +$157 +4 +0%
PWM
545
Perigon Wealth Management
California
$363K +$17.7K +452 +5%
RWM
546
Ritholtz Wealth Management
New York
$362K – – –
BAC
547
Boys Arnold & Co
North Carolina
$356K – – –
CFA
548
Cahill Financial Advisors
Minnesota
$354K +$352K +8,968 New
MCG
549
McCollum Christoferson Group
New York
$351K +$23.6K +600 +7%
FPS
550
Fieldpoint Private Securities
Connecticut
$348K – – –
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