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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IB
226
Intrust Bank
Kansas
$13.8M +$353K +6,616 +3%
NAMP
227
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13.7M -$433K -8,100 -3%
RFS
228
Retirement Financial Solutions
Tennessee
$13.6M +$1.1M +20,560 +10%
ASI
229
Advisory Services & Investments
Oregon
$13.4M -$241K -4,520 -2%
MFGP
230
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.4M +$600K +11,232 +5%
AC
231
Abbrea Capital
California
$13.4M +$545K +10,200 +5%
AWE
232
Avidian Wealth Enterprises
Texas
$13.3M -$3.74M -69,912 -23%
HNB
233
Huntington National Bank
Ohio
$13.3M – – –
RCA
234
Riverview Capital Advisers
Massachusetts
$13.3M +$1.41M +26,448 +13%
BFEC
235
Benjamin F. Edwards & Company
Missouri
$13.2M -$448K -8,388 -4%
TFP
236
TrueWealth Financial Partners
Washington
$13.1M +$105K +1,972 +0.9%
OC
237
Oppenheimer & Co
New York
$13.1M +$2.64M +49,372 +28%
VBWMG
238
Von Berge Wealth Management Group
California
$12.9M +$159K +2,968 +1%
SWP
239
Stratos Wealth Partners
Ohio
$12.8M -$702K -13,144 -6%
DADC
240
D.A. Davidson & Co
Montana
$12.8M +$1.21M +22,628 +12%
FFG
241
Frisch Financial Group
New York
$12.8M +$1.17M +21,824 +11%
FOFP
242
Fee-Only Financial Planning
South Carolina
$12.5M +$59.4K +1,112 +0.5%
IFPL
243
Investments & Financial Planning LLC
Kentucky
$12.4M +$7.54M +141,212 +195%
REMPR
244
Roof Eidam Maycock Peralta (REMP)
California
$12.4M +$218K +4,072 +2%
AAS
245
Ameritas Advisory Services
Nebraska
$12.3M -$550K -10,296 -5%
PS
246
Principal Securities
Iowa
$12.2M +$11.2M +210,468 New
TCM
247
Towneley Capital Management
California
$12.2M +$11.2M +210,020 New
CA
248
Crane Advisory
California
$12.2M +$430K +8,040 +4%
GVAG
249
Great Valley Advisor Group
Delaware
$12.2M -$739K -13,824 -6%
TWC
250
TD Waterhouse Canada
Ontario, Canada
$12.2M +$11.3M +210,948 +9,969%
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