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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
676
Security National Trust
West Virginia
$126K – – –
WA
677
WP Advisors
California
$124K +$124K +3,148 New
KBFS
678
Kohmann Bosshard Financial Services
Ohio
$121K – – –
PW
679
Price Wealth
Texas
$121K – – –
AF
680
Allworth Financial
California
$120K +$16.5K +420 +16%
WF
681
WealthTrust Fairport
Ohio
$117K -$35.2K -896 -23%
PCM
682
Princeton Capital Management
New Jersey
$113K – – –
SAS
683
Stelac Advisory Services
New York
$110K – – –
BEAM
684
Baker Ellis Asset Management
Washington
$110K +$110K +2,800 New
KPCM
685
Kings Point Capital Management
New York
$108K – – –
LWCFA
686
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K +$58.4K +1,488 +124%
S
687
SignatureFD
Georgia
$102K +$9.73K +248 +11%
YWP
688
YorkBridge Wealth Partners
New York
$99K – – –
TCOV
689
Trust Company of Vermont
Vermont
$99K +$2.35K +60 +2%
CB
690
CNB Bank
Pennsylvania
$97K – – –
WAM
691
Watermark Asset Management
California
$92K +$314 +8 +0.3%
CAC
692
Certified Advisory Corp
Florida
$90K +$21K +536 +31%
CWA
693
Clarus Wealth Advisors
Arizona
$89K +$90.3K +2,300 New
HDIM
694
Hanson & Doremus Investment Management
Vermont
$86K – – –
BCWM
695
Bartlett & Co Wealth Management
Ohio
$85.4K -$39.3K -1,000 -32%
BFC
696
Bedel Financial Consulting
Indiana
$85K -$45.7K -1,164 -35%
BC
697
Bartlett & Co
Ohio
$85K -$39.3K -1,000 -32%
DWM
698
Destination Wealth Management
California
$84K +$83.4K +2,124 New
JCM
699
Jacobi Capital Management
Pennsylvania
$79K +$314 +8 +0.4%
NWM
700
Northwest Wealth Management
Iowa
$78K -$28.6K -728 -27%
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