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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
226
Ironwood Financial
Arizona
$646K +$630K +20,908 New
EWM
227
Endurance Wealth Management
Rhode Island
$644K +$71K +2,356 +13%
CCM
228
Coldstream Capital Management
Washington
$641K +$347K +11,516 +125%
CCP
229
Clarkston Capital Partners
Michigan
$598K +$31.6K +1,048 +6%
IWA
230
Inspirion Wealth Advisors
Illinois
$593K +$578K +19,188 New
DADC
231
D.A. Davidson & Co
Montana
$585K -$12.7K -420 -2%
ACI
232
Alpha Cubed Investments
California
$577K +$563K +18,680 New
VFS
233
VSR Financial Services
Kansas
$572K +$130K +4,304 +30%
WSTAM
234
Wilbanks Smith & Thomas Asset Management
Virginia
$565K -$45.2K -1,500 -8%
BFO
235
Boston Family Office
Massachusetts
$563K – – –
WA
236
WFG Advisors
Texas
$558K -$149K -4,936 -21%
SCG
237
Sonata Capital Group
Washington
$552K +$539K +17,880 New
DC
238
Davenport & Co
Virginia
$522K +$64.1K +2,128 +14%
OC
239
Oppenheimer & Co
New York
$519K – – –
LW
240
Linscomb Wealth
Texas
$511K -$104K -3,444 -17%
NFG
241
Next Financial Group
Texas
$492K -$442K -14,680 -48%
EVM
242
Eaton Vance Management
Massachusetts
$487K +$24.1K +800 +5%
ABC
243
Associated Banc-Corp
Wisconsin
$486K -$60.9K -2,020 -11%
OA
244
Oxbow Advisors
Texas
$470K – – –
SNT
245
Security National Trust
West Virginia
$470K – – –
EFS
246
Edelman Financial Services
Virginia
$465K +$36.4K +1,208 +9%
LA
247
LVW Advisors
New York
$463K +$452K +14,996 New
TCM
248
Tradewinds Capital Management
Washington
$461K – – –
WA
249
WBH Advisory
Maryland
$456K +$4.94K +164 +1%
FHB
250
First Hawaiian Bank
Hawaii
$453K – – –
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