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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
701
Partnervest Advisory Services
California
$218K +$237K +6,324 New
BA
702
Boston Advisors
Massachusetts
$216K – – –
FPCG
703
Fort Pitt Capital Group
Pennsylvania
$211K – – –
FFWA
704
FRG Family Wealth Advisors
Washington
$211K – – –
CSIC
705
Clifford Swan Investment Counsel
California
$208K -$11.7K -312 -5%
LNWWM
706
Laird Norton Wetherby Wealth Management
California
$208K – – –
IWMA
707
Ironwood Wealth Management (Arizona)
Arizona
$207K – – –
NCM
708
Narwhal Capital Management
Georgia
$206K – – –
SIA
709
Starfire Investment Advisers
Michigan
$206K +$225K +5,984 New
FAT
710
First American Trust
California
$204K – – –
MAS
711
Madden Advisory Services
Florida
$202K – – –
CCM
712
Condor Capital Management
New Jersey
$201K – – –
SCA
713
Strategic Capital Advisers
Colorado
$200K – – –
S
714
SignatureFD
Georgia
$200K +$5.86K +156 +3%
NSIM
715
North Star Investment Management
Illinois
$197K +$901 +24 +0.4%
AF
716
Arrow Financial
New York
$195K – – –
VFA
717
Valeo Financial Advisors
Indiana
$194K -$121K -3,212 -36%
BAM
718
Barrett Asset Management
New York
$194K – – –
QAM
719
QCI Asset Management
New York
$193K -$157K -4,180 -43%
GTAM
720
Global Trust Asset Management
Florida
$175K – – –
PB
721
Pinnacle Bancorp
Nebraska
$175K +$190K +5,068 New
GEA
722
Glen Eagle Advisors
New Jersey
$173K +$3.75K +100 +2%
CBT
723
Central Bank & Trust
Kentucky
$171K – – –
HNB
724
Huntington National Bank
Ohio
$170K – – –
PO
725
Private Ocean
California
$166K -$37.5K -1,000 -17%
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