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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
201
Horizon Investments
North Carolina
$12.7M +$2.68M +50,388 +26%
CS
202
Comerica Securities
Michigan
$12.7M -$249K -4,684 -2%
HNB
203
Huntington National Bank
Ohio
$12.5M – – –
SC
204
Stephens Consulting
Michigan
$12.5M +$1.55M +29,140 +14%
PWLP
205
Prio Wealth Limited Partnership
Massachusetts
$12.4M +$508K +9,556 +4%
BF
206
BOK Financial
Oklahoma
$12.3M -$2.09M -39,260 -14%
GVAG
207
Great Valley Advisor Group
Delaware
$12.2M -$987K -18,556 -7%
AWM
208
AAF Wealth Management
Massachusetts
$11.9M +$399K +7,500 +3%
AA
209
AJ Advisors
Tennessee
$11.7M +$434K +8,164 +4%
AAS
210
Ameritas Advisory Services
Nebraska
$11.5M -$1.02M -19,144 -8%
FOFP
211
Fee-Only Financial Planning
South Carolina
$11.4M -$151K -2,836 -1%
MA
212
Montag & Associates
Georgia
$11.3M -$196K -3,680 -2%
TA
213
Tectonic Advisors
Texas
$11.3M +$1.65M +31,084 +17%
AGA
214
Arkos Global Advisors
Texas
$11.3M -$1.53M -28,836 -12%
GWM
215
GDS Wealth Management
Texas
$11.3M +$546K +10,268 +5%
TFP
216
TrueWealth Financial Partners
Washington
$11.2M +$884K +16,612 +8%
TCM
217
Twele Capital Management
Minnesota
$11.1M +$902K +16,952 +9%
MFGP
218
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.1M +$226K +4,240 +2%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$11M +$246K +4,620 +2%
CSIA
220
Conrad Siegel Investment Advisors
Pennsylvania
$11M +$385K +7,232 +4%
SC
221
Sierra Capital
Florida
$11M +$3.13M +58,772 +39%
AC
222
Abbrea Capital
California
$11M +$17K +320 +0.2%
ASI
223
Advisory Services & Investments
Oregon
$10.9M +$421K +7,916 +4%
AF
224
Advisornet Financial
Minnesota
$10.8M +$526K +9,888 +5%
GA
225
Geller Advisors
New York
$10.8M – – –
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