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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
801
Valley National Advisers
Pennsylvania
$59K – – –
SNT
802
Security National Trust
West Virginia
$56K -$115K -3,000 -68%
PFGIA
803
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$5.69K +148 +13%
DWA
804
Dougherty Wealth Advisers
Minnesota
$50K – – –
FHB
805
First Hawaiian Bank
Hawaii
$50K – – –
NFG
806
Next Financial Group
Texas
$48K -$404K -10,512 -90%
BC
807
Barnett & Company
Tennessee
$48K – – –
NFH
808
NEXT Financial Holdings
Texas
$48K +$46.3K +1,204 New
CIA
809
Cascade Investment Advisors
Oregon
$46.7K – – –
WA
810
WP Advisors
California
$46.5K -$4.39M -114,208 -99%
LFG
811
Larson Financial Group
Missouri
$46K -$7.69K -200 -15%
LFA
812
Legacy Financial Advisors
Kentucky
$44K – – –
FCA
813
FinTrust Capital Advisors
South Carolina
$42K – – –
OIA
814
Optimum Investment Advisors
Illinois
$42K – – –
RCA
815
Rowland Carmichael Advisors
Arizona
$42K – – –
BMM
816
Buffington Mohr McNeal
Idaho
$42K +$40K +1,040 New
SHJ
817
Sharkey, Howes & Javer
Colorado
$41K -$207K -5,388 -84%
KTC
818
Kistler-Tiffany Companies
Pennsylvania
$41K +$9.69K +252 +32%
TIM
819
Tortoise Investment Management
New York
$37K – – –
FWM
820
Focused Wealth Management
New York
$36K – – –
TSW
821
Thompson Siegel & Walmsley
Virginia
$34K +$21.5K +560 +200%
GWS
822
Glassman Wealth Services
Virginia
$33K – – –
AWM
823
Aevitas Wealth Management
Massachusetts
$32K – – –
GSC
824
G&S Capital
Colorado
$32K – – –
MSA
825
Marino Stram & Associates
Massachusetts
$31K +$12.6K +328 +76%
31 32
33
34 35