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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
176
Nicolet Advisory Services
Wisconsin
$15.7M +$210K +3,584 +1%
HIMC
177
Heritage Investors Management Corp
Maryland
$15.6M +$70.9K +1,208 +0.5%
SCA
178
Scott Capital Advisors
Oregon
$15.6M -$4.41M -75,220 -22%
WIC
179
Whitegate Investment Counselors
New Hampshire
$15.5M -$132K -2,244 -0.9%
SL
180
Systelligence LLC
Minnesota
$15.5M +$1.78M +30,384 +13%
FFS
181
Founders Financial Securities
Maryland
$15.4M +$15.2M +258,640 New
LNC
182
Lincoln National Corp
Pennsylvania
$15.1M -$317K -5,396 -2%
BP
183
Ballentine Partners
Massachusetts
$15.1M +$44.4K +756 +0.3%
PFPT
184
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.1M +$139K +2,376 +0.9%
AWS
185
AJ Wealth Strategies
New York
$15M +$13.6M +232,448 +1,205%
UB
186
UMB Bank
Missouri
$14.7M -$3.1M -52,924 -18%
HNB
187
Huntington National Bank
Ohio
$14.5M – – –
RWIA
188
Roger Wittlin Investment Advisory
California
$14.4M +$49.8K +848 +0.4%
CB
189
Cadence Bank
Mississippi
$14.4M -$123K -2,088 -0.9%
BWFA
190
Baltimore-Washington Financial Advisors
Maryland
$14.4M -$512K -8,728 -3%
UCFA
191
United Capital Financial Advisors
Texas
$14.3M +$753K +12,836 +6%
PA
192
Pinnacle Associates
New York
$14.2M +$4.16M +70,964 +42%
CSPAM
193
Cary Street Partners Asset Management
Virginia
$14.2M -$373K -6,364 -3%
FFG
194
Frisch Financial Group
New York
$14.2M +$899K +15,328 +7%
AC
195
Abbrea Capital
California
$14.2M +$399K +6,804 +3%
VWA
196
Visionary Wealth Advisors
Illinois
$14.1M -$1.04M -17,652 -7%
SIC
197
Salem Investment Counselors
North Carolina
$14M +$325K +5,548 +2%
HI
198
Horizon Investments
North Carolina
$13.9M +$13.7M +234,020 New
CS
199
Comerica Securities
Michigan
$13.9M -$1.46M -24,876 -10%
RJT
200
Raymond James Trust
Florida
$13.8M -$85K -1,448 -0.6%
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