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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1351
Tolleson Wealth Management
Texas
$246K – – –
VF
1352
VitalStone Financial
Texas
$245K – – –
CSIC
1353
Clifford Swan Investment Counsel
California
$244K +$638 +12 +0.3%
TWC
1354
TD Waterhouse Canada
Ontario, Canada
$243K -$34.9K -656 -13%
CC
1355
Cadinha & Co
Hawaii
$243K – – –
CIA
1356
Choate Investment Advisors
Massachusetts
$243K – – –
PWA
1357
Physician Wealth Advisors
Utah
$242K -$4.68K -88 -2%
PP
1358
Prosperity Planning
Missouri
$241K – – –
JWM
1359
JGP Wealth Management
Oregon
$241K +$243K +4,564 New
GKWIM
1360
Gerber Kawasaki Wealth & Investment Management
California
$238K +$5.96K +112 +3%
AA
1361
Advisory Alpha
Michigan
$238K -$88.3K -1,660 -27%
SWP
1362
Strategic Wealth Partners
Ohio
$237K +$240K +4,504 New
AA
1363
Argent Advisors
Louisiana
$236K – – –
CAL
1364
Capital Advisors Ltd
Ohio
$236K – – –
BMM
1365
Buffington Mohr McNeal
Idaho
$235K -$42.6K -800 -15%
TBWA
1366
Three Bridge Wealth Advisors
California
$235K +$237K +4,460 New
MCM
1367
Morton Capital Management
California
$234K – – –
TCM
1368
Tradewinds Capital Management
Washington
$234K -$4.26K -80 -2%
CCA
1369
Clearwater Capital Advisors
Illinois
$233K -$2.34K -44 -1%
RCG
1370
Resource Consulting Group
Florida
$232K – – –
WPC
1371
Waters Parkerson & Co
Louisiana
$232K – – –
GA
1372
Greenspring Advisors
Maryland
$232K – – –
SIMM
1373
Stillwater Investment Management (Minnesota)
Minnesota
$231K +$426 +8 +0.2%
FA
1374
FC Advisory
Pennsylvania
$231K +$23K +432 +11%
HIA
1375
HTG Investment Advisors
Connecticut
$231K – – –
53 54
55
56 57