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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
201
Inspirion Wealth Advisors
Illinois
$1.01M +$67K +2,148 +7%
PFA
202
Pure Financial Advisors
California
$1M -$43.1K -1,384 -4%
GLRA
203
Gerald L. Ray & Associates
Texas
$988K +$43.6K +1,400 +4%
DHFB
204
Dixon Hubard Feinour & Brown
Virginia
$978K -$114K -3,648 -10%
AWM
205
Avior Wealth Management
Nebraska
$976K +$778K +24,964 +294%
GWM
206
Gupta Wealth Management
California
$962K -$10.2K -328 -1%
CTA
207
Chesley Taft & Associates
Illinois
$944K +$6.24K +200 +0.6%
RSVP
208
Ramsay Stattman Vela & Price
Colorado
$933K – – –
OC
209
Oarsman Capital
Wisconsin
$933K +$26.2K +840 +3%
MJRIC
210
Mogy Joel R Investment Counsel
California
$895K +$43.6K +1,400 +5%
VFA
211
Voya Financial Advisors
Connecticut
$891K +$33.5K +1,076 +4%
SCG
212
Sonata Capital Group
Washington
$879K +$18.7K +600 +2%
GA
213
Geneva Advisors
Illinois
$878K +$6.24K +200 +0.7%
BFA
214
Bragg Financial Advisors
North Carolina
$876K +$85K +2,728 +10%
CDH
215
Charles D. Hyman
$869K -$43.6K -1,400 -4%
OC
216
Oppenheimer & Co
New York
$863K -$153K -4,892 -14%
CCMH
217
Cornerstone Capital Management Holdings
New York
$848K +$62.3K +2,000 +7%
AF
218
Affiance Financial
Minnesota
$827K +$529K +16,956 +149%
IPC
219
Independent Portfolio Consultants
Florida
$817K +$244K +7,820 +39%
PA
220
Pinnacle Associates
New York
$814K +$56.1K +1,800 +7%
FTIOP
221
Fiduciary Trust International of Pennsylvania
Pennsylvania
$800K – – –
KA
222
Kovack Advisors
Florida
$789K +$120K +3,844 +17%
ONB
223
Old National Bancorp
Indiana
$781K +$835K +26,784 New
PG
224
Patten Group
Tennessee
$759K +$80.4K +2,580 +11%
AAM
225
Aureus Asset Management
Massachusetts
$758K -$1.25K -40 -0.2%
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