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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
A
201
AdvicePeriod
California
$5.02M +$1.37M +35,524 +40%
PA
202
Pinnacle Associates
New York
$4.94M -$35.1K -912 -0.7%
QIM
203
Quest Investment Management
Oregon
$4.87M – – –
NEIRG
204
New England Investment & Retirement Group
Massachusetts
$4.79M -$60.2K -1,564 -1%
RPC
205
Rossmore Private Capital
Connecticut
$4.75M +$943K +24,520 +26%
UBV
206
United Bank (Virginia)
Virginia
$4.72M -$80.3K -2,088 -2%
CIC
207
Carnegie Investment Counsel
Ohio
$4.71M +$501K +13,024 +12%
RE
208
RBC Europe
United Kingdom
$4.7M -$26.9K -700 -0.6%
FMC
209
First Merchants Corp
Indiana
$4.6M -$70.8K -1,840 -2%
AF
210
Alerus Financial
North Dakota
$4.58M -$682K -17,724 -13%
LNC
211
Lincoln National Corp
Pennsylvania
$4.54M +$400K +10,388 +10%
FPIS
212
Financial Planning & Information Services
Wisconsin
$4.48M -$218K -5,672 -5%
HIMC
213
Heritage Investors Management Corp
Maryland
$4.39M +$88.5K +2,300 +2%
NAS
214
Nicolet Advisory Services
Wisconsin
$4.32M +$4.14M +107,600 New
LIC
215
Lodestar Investment Counsel
Illinois
$4.27M -$13.2K -344 -0.3%
FMP
216
Financial Management Professionals
Texas
$4.27M +$153K +3,976 +4%
WFPG
217
Waller Financial Planning Group
Ohio
$4.26M -$286K -7,448 -7%
GWM
218
Geneos Wealth Management
Colorado
$4.26M +$338K +8,800 +9%
MWM
219
MorganRosel Wealth Management
Colorado
$4.22M +$1.85M +48,136 +85%
AIM
220
Acropolis Investment Management
Missouri
$4.21M -$127K -3,312 -3%
BRWM
221
B. Riley Wealth Management
Tennessee
$4.2M +$42.5K +1,104 +1%
BFS
222
Bradley Foster & Sargent
Connecticut
$4.19M +$668K +17,364 +20%
EWM
223
Endurance Wealth Management
Rhode Island
$4.18M -$1.54K -40 -0%
TC
224
TAP Consulting
Missouri
$4.12M +$3.95M +102,604 New
OC
225
Oppenheimer & Co
New York
$4.08M +$1.02M +26,460 +35%
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9
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