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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
826
Dividend Assets Capital
South Carolina
$65K +$64K +1,564 New
BWA
827
Burt Wealth Advisors
Maryland
$64K – – –
VNA
828
Valley National Advisers
Pennsylvania
$61K – – –
SNT
829
Security National Trust
West Virginia
$59K – – –
SBA
830
Secrest Blakey & Associates
North Carolina
$59K +$57.5K +1,404 New
LFG
831
Larson Financial Group
Missouri
$58K +$9.49K +232 +20%
FCA
832
FinTrust Capital Advisors
South Carolina
$53K +$8.68K +212 +20%
DWA
833
Dougherty Wealth Advisers
Minnesota
$52K – – –
DWM
834
Destination Wealth Management
California
$50K -$13.1K -320 -21%
BC
835
Barnett & Company
Tennessee
$50K – – –
CIA
836
Cascade Investment Advisors
Oregon
$48.6K – – –
FA
837
Financial Advantage
Maryland
$45K -$45K -1,100 -50%
KTC
838
Kistler-Tiffany Companies
Pennsylvania
$43K – – –
OIA
839
Optimum Investment Advisors
Illinois
$43K – – –
SHJ
840
Sharkey, Howes & Javer
Colorado
$43K – – –
BCI
841
Brinker Capital Investments
Pennsylvania
$43K +$31.4K +768 +287%
RCA
842
Rowland Carmichael Advisors
Arizona
$42K -$1.31K -32 -3%
TIM
843
Tortoise Investment Management
New York
$39K – – –
WIM
844
Westside Investment Management
California
$38K +$37.8K +924 New
FWM
845
Focused Wealth Management
New York
$35K -$1.64K -40 -5%
EWM
846
Executive Wealth Management
Michigan
$35K +$17.8K +436 +111%
GWS
847
Glassman Wealth Services
Virginia
$34K – – –
AWM
848
AllSquare Wealth Management
New York
$34K +$16.9K +412 +103%
GSC
849
G&S Capital
Colorado
$33K – – –
CAL
850
Capital Analysts LLC
Pennsylvania
$31K +$30.1K +736 New
32 33
34
35 36