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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
626
Huntington National Bank
Ohio
$220K – – –
WA
627
Winfield Associates
Ohio
$219K – – –
RVPG
628
Relative Value Partners Group
$217K +$221K +5,624 New
LWM
629
Lyell Wealth Management
California
$216K – – –
MWM
630
Meridian Wealth Management
Kentucky
$216K +$220K +5,596 New
CT
631
Cambridge Trust
Massachusetts
$214K – – –
MWM
632
Mission Wealth Management
California
$214K – – –
APG
633
Abacus Planning Group
South Carolina
$214K +$218K +5,544 New
AIM
634
Acropolis Investment Management
Missouri
$210K +$34.3K +872 +19%
LF
635
Lee Financial
Texas
$204K +$145K +3,672 +229%
PSF
636
Pacific Sun Financial
California
$204K +$208K +5,280 New
SP
637
Successful Portfolios
Florida
$203K -$5.51K -140 -3%
GJIC
638
Gamble Jones Investment Counsel
California
$203K +$207K +5,268 New
GTAM
639
Global Trust Asset Management
Florida
$200K -$7.09K -180 -3%
EWA
640
Exencial Wealth Advisors
Oklahoma
$200K -$630 -16 -0.3%
AWA
641
Acorn Wealth Advisors
Michigan
$193K +$3.62K +92 +2%
CBT
642
Central Bank & Trust
Kentucky
$191K -$20K -508 -9%
GEA
643
Glen Eagle Advisors
New Jersey
$189K +$1.57K +40 +0.8%
SHJ
644
Sharkey, Howes & Javer
Colorado
$185K +$67.4K +1,712 +55%
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$184K – – –
VC
646
Vestor Capital
Illinois
$181K +$27.7K +704 +18%
FWM
647
Focused Wealth Management
New York
$176K -$85.4K -2,168 -32%
CB
648
Community Bank
New York
$176K – – –
IIC
649
Integrated Investment Consultants
Michigan
$170K +$173K +4,404 New
FMTCOCP
650
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$168K – – –
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