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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FNFDCM
176
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.14M – – –
EWM
177
Evercore Wealth Management
New York
$3.09M -$10.4K -320 -0.3%
WA
178
Waverly Advisors
Alabama
$3.08M +$62.7K +1,936 +2%
AAM
179
Autus Asset Management
Arizona
$3.04M -$14K -432 -0.5%
GC
180
Gilbert & Cook
Iowa
$3.04M +$2.99M +92,500 New
GA
181
Geneva Advisors
Illinois
$3.02M +$1.4M +43,144 +89%
DJSG
182
D.J. St. Germain
Massachusetts
$3.01M -$52.4K -1,620 -2%
EC
183
Estate Counselors
Wisconsin
$3M +$207K +6,400 +8%
FA
184
FDx Advisors
Illinois
$2.88M +$437K +13,488 +18%
FFA
185
First Foundation Advisors
California
$2.87M – – –
WT
186
Whittier Trust
California
$2.83M +$8.55K +264 +0.3%
BF
187
BOK Financial
Oklahoma
$2.81M +$35.9K +1,108 +1%
LIC
188
Lodestar Investment Counsel
Illinois
$2.78M +$212K +6,536 +8%
PMG
189
ProVise Management Group
Florida
$2.77M +$67.6K +2,088 +3%
GT
190
Glenmede Trust
Pennsylvania
$2.75M +$97.1K +3,000 +4%
HPWM
191
Highland Private Wealth Management
Washington
$2.73M +$464K +14,340 +21%
HL
192
HeadInvest LLC
Maine
$2.67M +$251K +7,760 +11%
MCTIC
193
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.67M – – –
FMP
194
Financial Management Professionals
Texas
$2.66M -$80.3K -2,480 -3%
IWMPD
195
Integrated Wealth Management (Palm Desert)
California
$2.63M +$686K +21,192 +36%
LNC
196
Lincoln National Corp
Pennsylvania
$2.59M +$244K +7,536 +11%
KIA
197
KCM Investment Advisors
California
$2.54M -$11.7K -360 -0.5%
GLA
198
Good Life Advisors
Pennsylvania
$2.49M +$2.4M +74,072 New
AA
199
Advisory Alpha
Michigan
$2.48M -$11.1M -342,780 -82%
TFA
200
Toth Financial Advisory
Virginia
$2.43M -$445K -13,760 -16%
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