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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
276
Annapolis Financial Services
Maryland
$7.4M +$1.36M +25,948 +20%
MWM
277
McNaughton Wealth Management
California
$7.4M +$89.1K +1,704 +1%
OC
278
Oppenheimer & Co
New York
$7.22M +$665K +12,732 +9%
BWM
279
BCGM Wealth Management
Indiana
$7.16M +$42.9K +820 +0.6%
HFRG
280
Houlihan Financial Resource Group
Virginia
$7.11M +$7.47M +142,984 New
SMC
281
Smith, Moore & Co
Missouri
$7.08M +$725K +13,868 +10%
WFPG
282
Waller Financial Planning Group
Ohio
$7.07M +$263K +5,032 +3%
RWM
283
RKL Wealth Management
Pennsylvania
$7.04M +$43.5K +832 +0.6%
SHWM
284
Smith & Howard Wealth Management
Georgia
$7.02M +$1.03M +19,732 +15%
MCM
285
MAI Capital Management
Ohio
$7M +$743K +14,224 +11%
VFP
286
Verus Financial Partners
Virginia
$6.95M -$157K -3,012 -2%
SPIA
287
Steward Partners Investment Advisory
New York
$6.88M +$256K +4,900 +3%
JFA
288
JNBA Financial Advisors
Minnesota
$6.88M -$23.2K -444 -0.3%
QIM
289
Quest Investment Management
Oregon
$6.82M – – –
MCM
290
Maryland Capital Management
Maryland
$6.78M +$64K +1,224 +0.9%
FB
291
First Bancorp
Maine
$6.78M +$1.94M +37,100 +35%
CP
292
Capital Planning
Washington
$6.78M +$20.7K +396 +0.3%
SC
293
Sierra Capital
Florida
$6.77M +$312K +5,972 +4%
TYCC
294
Texas Yale Capital Corp
Florida
$6.68M +$91.4K +1,748 +1%
RPC
295
Rossmore Private Capital
Connecticut
$6.67M -$145K -2,780 -2%
FNFDCM
296
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.65M +$37.6K +720 +0.5%
MIAN
297
Mariner Independent Advisor Network
Kansas
$6.63M +$205K +3,920 +3%
BFAG
298
Blackston Financial Advisory Group
Florida
$6.59M -$436K -8,344 -6%
HCM
299
Hall Capital Management
Rhode Island
$6.53M +$3.52M +67,312 +94%
TCM
300
TD Capital Management
Tennessee
$6.5M +$7.94K +152 +0.1%
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