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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1001
Oarsman Capital
Wisconsin
$266K -$13K -268 -5%
FFA
1002
Founders Financial Alliance
North Carolina
$266K +$1.16K +24 +0.5%
MWM
1003
Madison Wealth Management
Ohio
$266K +$25.2K +520 +11%
GW
1004
GW & Wade
Massachusetts
$265K +$248K +5,128 New
FWCM
1005
Ferguson Wellman Capital Management
Oregon
$263K +$15.3K +316 +7%
GIA
1006
Guyasuta Investment Advisors
Pennsylvania
$262K – – –
CCA
1007
Clearwater Capital Advisors
Illinois
$260K – – –
C
1008
Certuity
Florida
$258K -$19.9K -412 -8%
BTWM
1009
Baker Tilly Wealth Management
Wisconsin
$258K +$242K +4,988 New
FCB
1010
First Command Bank
Texas
$257K – – –
FCFS
1011
First Command Financial Services
Texas
$257K – – –
MPPLM
1012
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$257K – – –
PB
1013
Pinnacle Bancorp
Nebraska
$257K +$31K +640 +15%
IA
1014
Insight Advisors
Pennsylvania
$257K +$241K +4,968 New
PAMG
1015
Patton Albertson Miller Group
Tennessee
$254K -$16.5K -340 -7%
SCA
1016
Snowden Capital Advisors
New York
$253K -$17.8K -368 -7%
JCM
1017
Jacobi Capital Management
Pennsylvania
$252K +$46.5K +960 +25%
SFG
1018
SNS Financial Group
Minnesota
$251K -$93K -1,920 -28%
YIA
1019
YHB Investment Advisors
Connecticut
$248K -$8.52K -176 -4%
CSIC
1020
Clifford Swan Investment Counsel
California
$248K +$1.36K +28 +0.6%
CPFP
1021
Clear Perspectives Financial Planning
Ohio
$248K +$233K +4,804 New
C1AG
1022
Client 1st Advisory Group
Florida
$247K – – –
DWA
1023
Douglass Winthrop Advisors
New York
$246K +$230K +4,752 New
FNBOMD
1024
First National Bank of Mount Dora
Florida
$244K – – –
DP
1025
Dearborn Partners
Illinois
$244K +$387 +8 +0.2%
39 40
41
42 43