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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
276
DeDora Capital
California
$2M +$7.09K +180 +0.3%
PWA
277
Peterson Wealth Advisors
Utah
$1.99M -$5.73M -145,612 -74%
SFG
278
Sage Financial Group
Pennsylvania
$1.99M +$89.6K +2,276 +5%
MIAN
279
Mariner Independent Advisor Network
Kansas
$1.96M +$2M +50,892 New
AIM
280
Aspen Investment Management
Michigan
$1.96M -$63K -1,600 -3%
VA
281
Valmark Advisers
Ohio
$1.95M +$31.3K +796 +2%
HCIA
282
Hochman Cole Investment Advisors
Illinois
$1.95M -$39.7K -1,008 -2%
CCMD
283
Cypress Capital Management (Delaware)
Delaware
$1.94M +$70.1K +1,780 +4%
AFM
284
Abbot Financial Management
Massachusetts
$1.91M +$55.1K +1,400 +3%
SEIA
285
Signature Estate & Investment Advisors
California
$1.86M -$32.3K -820 -2%
CBU
286
CIBC Bank USA
Illinois
$1.84M +$316K +8,016 +20%
AP
287
Appleton Partners
Massachusetts
$1.84M +$150K +3,820 +9%
LFGH
288
Lee Financial Group Hawaii
Hawaii
$1.84M -$1.73K -44 -0.1%
AWM
289
Altium Wealth Management
New York
$1.82M +$25.4K +644 +1%
BCP
290
Berkeley Capital Partners
Georgia
$1.81M +$9.45K +240 +0.5%
GP
291
Girard Partners
Pennsylvania
$1.81M +$133K +3,372 +8%
WB
292
Webster Bank
Connecticut
$1.78M – – –
ST
293
Spinnaker Trust
Maine
$1.78M +$59.2K +1,504 +3%
XS
294
XML Securities
Maryland
$1.76M +$49.1K +1,248 +3%
CB
295
Commerce Bank
Missouri
$1.75M +$12K +304 +0.7%
MWM
296
Modera Wealth Management
New Jersey
$1.75M -$23.6K -600 -1%
ATC
297
Adirondack Trust Company
New York
$1.73M +$709K +18,000 +67%
DHFB
298
Dixon Hubard Feinour & Brown
Virginia
$1.72M +$458K +11,640 +35%
KC
299
Kingfisher Capital
North Carolina
$1.72M -$8.51K -216 -0.5%
FHA
300
Flagship Harbor Advisors
Massachusetts
$1.71M +$197K +4,996 +12%
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