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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
276
One Capital Management
California
$2.06M +$453 +12 +0%
EA
277
Elm Advisors
California
$2.04M +$60.4K +1,600 +3%
AIM
278
Aspen Investment Management
Michigan
$2.02M -$188K -4,984 -9%
BBA
279
Braun-Bostich & Associates
Pennsylvania
$2.02M +$1.97M +52,292 New
LFG
280
LifePlan Financial Group
Ohio
$2.02M – – –
DC
281
DeDora Capital
California
$2.01M +$1.96M +51,832 New
TBA
282
Train Babcock Advisors
New York
$2M +$1.95M +51,668 New
HCIA
283
Hochman Cole Investment Advisors
Illinois
$2M +$61K +1,616 +3%
AG
284
AlphaSimPlex Group
Massachusetts
$1.94M +$1.89M +50,164 New
VA
285
Valmark Advisers
Ohio
$1.93M +$1.88M +49,900 New
SFG
286
Sage Financial Group
Pennsylvania
$1.91M +$176K +4,668 +10%
SEIA
287
Signature Estate & Investment Advisors
California
$1.9M +$92.9K +2,460 +5%
FTS
288
Fifth Third Securities
Ohio
$1.89M -$1.9M -50,216 -51%
CCMD
289
Cypress Capital Management (Delaware)
Delaware
$1.88M +$9.06K +240 +0.5%
AFM
290
Abbot Financial Management
Massachusetts
$1.86M -$30.2K -800 -2%
LFGH
291
Lee Financial Group Hawaii
Hawaii
$1.85M +$1.8M +47,788 New
BCP
292
Berkeley Capital Partners
Georgia
$1.81M -$47.9K -1,268 -3%
RIA
293
Regal Investment Advisors
Michigan
$1.81M +$154K +4,084 +10%
AWM
294
Altium Wealth Management
New York
$1.81M +$1.76M +46,676 New
WB
295
Webster Bank
Connecticut
$1.79M -$13.4K -356 -0.8%
ATC
296
Argent Trust Co
Tennessee
$1.78M +$50.6K +1,340 +3%
MWM
297
Modera Wealth Management
New Jersey
$1.77M +$1.81K +48 +0.1%
BFG
298
Barber Financial Group
Kansas
$1.75M -$3.69M -97,876 -68%
CB
299
Commerce Bank
Missouri
$1.75M -$17.5K -464 -1%
KC
300
Kingfisher Capital
North Carolina
$1.74M +$65.7K +1,740 +4%
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