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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
251
Measured Wealth Private Client Group
New Hampshire
$2.17M +$2.13M +58,936 New
AA
252
Advisory Alpha
Michigan
$2.16M -$1.67M -46,304 -44%
AIM
253
Aspen Investment Management
Michigan
$2.11M -$26K -720 -1%
SPC
254
Sigma Planning Corp
Michigan
$2.06M +$1.4M +38,924 +228%
MNA
255
Manning & Napier Advisors
New York
$2.05M – – –
NPC
256
National Planning Corporation
California
$2.02M -$1.91M -53,056 -49%
LFG
257
LifePlan Financial Group
Ohio
$2.02M +$38.5K +1,068 +2%
DG
258
Davidson & Garrard
Virginia
$2M -$19.2K -532 -1%
BFS
259
Bradley Foster & Sargent
Connecticut
$2M +$792K +21,964 +68%
CIM
260
Cambria Investment Management
California
$1.97M +$117K +3,240 +6%
OCM
261
One Capital Management
California
$1.96M +$4.91K +136 +0.3%
DADC
262
D.A. Davidson & Co
Montana
$1.95M +$200K +5,548 +12%
AIM
263
Anchor Investment Management
South Carolina
$1.91M +$1.86M +51,620 +15,182%
EA
264
Elm Advisors
California
$1.88M -$57.7K -1,600 -3%
KWM
265
Kingsview Wealth Management
Oregon
$1.86M +$359K +9,956 +24%
HCIA
266
Hochman Cole Investment Advisors
Illinois
$1.84M -$82.8K -2,296 -4%
AFM
267
Abbot Financial Management
Massachusetts
$1.83M +$73.1K +2,028 +4%
CCMD
268
Cypress Capital Management (Delaware)
Delaware
$1.77M +$1.74M +48,216 New
BCP
269
Berkeley Capital Partners
Georgia
$1.77M -$53.5K -1,484 -3%
MBA
270
McQueen Ball & Associates
Pennsylvania
$1.75M – – –
WB
271
Webster Bank
Connecticut
$1.71M – – –
SEIA
272
Signature Estate & Investment Advisors
California
$1.71M +$48.3K +1,340 +3%
TFA
273
Toth Financial Advisory
Virginia
$1.7M -$131K -3,632 -7%
ASN
274
Advisory Services Network
Georgia
$1.68M -$169K -4,676 -9%
MWM
275
Modera Wealth Management
New Jersey
$1.68M -$35.1K -972 -2%
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