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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
601
Tortoise Investment Management
New York
$33K – – –
BTIS
602
BB&T Investment Services
North Carolina
$32K -$11.7K -332 -27%
GWS
603
Glassman Wealth Services
Virginia
$29K – – –
PRS
604
Pinkerton Retirement Specialists
Idaho
$29K – – –
YWP
605
YorkBridge Wealth Partners
New York
$27K – – –
PFBT
606
Parkside Financial Bank & Trust
Missouri
$25K -$31.8K -900 -56%
BRC
607
Bell Rock Capital
Delaware
$24K +$141 +4 +0.6%
JWA
608
JFS Wealth Advisors
Pennsylvania
$24K +$23.3K +660 New
CAL
609
Capital Advisors Ltd
Ohio
$22K -$30.5K -864 -59%
AF
610
Allworth Financial
California
$21K – – –
FIB
611
First Interstate Bank
Montana
$21K – – –
PA
612
Perennial Advisors
New York
$21K – – –
BCM
613
Blume Capital Management
California
$20K +$141 +4 +0.7%
KF
614
Krilogy Financial
Missouri
$20K +$141 +4 +0.7%
SAM
615
Shamrock Asset Management
Texas
$19K +$18.4K +520 New
AA
616
AlphaMark Advisors
Kentucky
$18K – – –
LWCFA
617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
AWM
618
AllSquare Wealth Management
New York
$14K – – –
FPFS
619
First Personal Financial Services
North Carolina
$14K – – –
MA
620
MCF Advisors
Kentucky
$14K – – –
IWM
621
IHT Wealth Management
Illinois
$13K +$41.8K +1,184 +34%
AIM
622
Anchor Investment Management
South Carolina
$12.1K – – –
VIA
623
Vantage Investment Advisors
Pennsylvania
$12K +$11.7K +332 New
CHC
624
City Holding Co
West Virginia
$11K – – –
SQA
625
Simon Quick Advisors
New Jersey
$10K – – –
23 24
25
26 27