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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
201
WBH Advisory
Maryland
$425K -$8.09K -304 -2%
ICAS
202
Investors Capital Advisory Services
Massachusetts
$424K +$114K +4,296 +39%
KWMG
203
King Wealth Management Group
Florida
$424K +$410K +15,412 New
OA
204
Oxbow Advisors
Texas
$418K – – –
SNT
205
Security National Trust
West Virginia
$418K – – –
PCTC
206
Perkins Coie Trust Company
Washington
$413K +$400K +15,028 New
EVM
207
Eaton Vance Management
Massachusetts
$412K – – –
TCM
208
Tradewinds Capital Management
Washington
$411K +$397K +14,928 New
WSTAM
209
Wilbanks Smith & Thomas Asset Management
Virginia
$408K +$42K +1,576 +12%
CCP
210
Clarkston Capital Partners
Michigan
$398K +$30K +1,128 +8%
RJT
211
Raymond James Trust
Florida
$390K – – –
BSB
212
Bangor Savings Bank
Maine
$390K +$6.92K +260 +2%
FHB
213
First Hawaiian Bank
Hawaii
$385K – – –
EFS
214
Edelman Financial Services
Virginia
$356K -$41.2K -1,548 -11%
FAAM
215
First Allied Asset Management
California
$356K +$346K +13,012 New
BFA
216
Beaumont Financial Advisors
Massachusetts
$345K -$10.7K -400 -3%
TSWM
217
Triangle Securities Wealth Management
North Carolina
$337K – – –
BPCE
218
Bank Pictet & Cie (Europe)
Germany
$330K +$320K +12,000 New
BHIA
219
Birch Hill Investment Advisors
Massachusetts
$330K +$320K +12,000 New
EWM
220
Evercore Wealth Management
New York
$316K – – –
FBT
221
Founders Bank & Trust
Michigan
$314K +$35.3K +1,324 +12%
SIC
222
Sigma Investment Counselors
Michigan
$310K -$6.39K -240 -2%
HC
223
HHG & Company
Connecticut
$308K – – –
SFG
224
SNS Financial Group
Minnesota
$307K +$11.2K +420 +4%
BSW
225
Buckingham Strategic Wealth
Missouri
$296K -$29.3K -1,100 -9%
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