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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
226
Crane Advisory
California
$16.3M +$206K +3,276 +1%
AA
227
AJ Advisors
Tennessee
$16.2M +$301K +4,800 +2%
TFO
228
Tarbox Family Office
California
$16.1M +$48K +764 +0.3%
MA
229
Montag & Associates
Georgia
$16M -$36.4K -580 -0.2%
MFGP
230
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16M +$593K +9,444 +4%
ASI
231
Advisory Services & Investments
Oregon
$16M -$186K -2,968 -1%
RCA
232
Riverview Capital Advisers
Massachusetts
$15.9M -$38.2K -608 -0.3%
NFG
233
Nations Financial Group
Iowa
$15.8M +$261K +4,156 +2%
TFP
234
TrueWealth Financial Partners
Washington
$15.6M -$539K -8,588 -4%
CL
235
Choreo LLC
Illinois
$15.3M +$2.61M +41,612 +22%
ZF
236
Zhang Financial
Michigan
$15.3M +$291K +4,636 +2%
NAMP
237
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.3M -$100K -1,600 -0.7%
HNB
238
Huntington National Bank
Ohio
$15.2M – – –
SF
239
Summit Financial
New Jersey
$15.2M +$2.72M +43,244 +23%
IB
240
Intrust Bank
Kansas
$15.1M -$180K -2,860 -1%
FFG
241
Frisch Financial Group
New York
$15.1M -$66.6K -1,060 -0.5%
AWE
242
Avidian Wealth Enterprises
Texas
$15M -$608K -9,688 -4%
FCP
243
Fidelis Capital Partners
Florida
$14.9M +$197K +3,140 +1%
JBA
244
Johnson Bixby & Associates
Washington
$14.9M -$437K -6,956 -3%
SC
245
Sierra Capital
Florida
$14.8M -$272K -4,328 -2%
OC
246
Oppenheimer & Co
New York
$14.8M -$1.72M -27,328 -11%
DADC
247
D.A. Davidson & Co
Montana
$14.7M -$750K -11,940 -5%
IFPL
248
Investments & Financial Planning LLC
Kentucky
$14.7M +$295K +4,700 +2%
PA
249
Parallel Advisors
California
$14.7M +$126K +2,004 +0.9%
MM
250
Meridian Management
Arkansas
$14.1M -$518K -8,244 -4%
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