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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
301
Simplicity Solutions
Minnesota
$3.93M +$742K +17,020 +24%
PP
302
PDS Planning
Ohio
$3.9M +$44.1K +1,012 +1%
HPWM
303
Highland Private Wealth Management
Washington
$3.89M +$176K +4,048 +5%
SC
304
Steph & Co
Wisconsin
$3.86M -$132K -3,040 -3%
FAIM
305
Financial Advocates Investment Management
Washington
$3.85M -$864K -19,820 -18%
OC
306
Oppenheimer & Co
New York
$3.85M +$24.8K +568 +0.7%
WA
307
Waverly Advisors
Alabama
$3.81M -$29.6K -680 -0.8%
BG
308
Berry Group
Massachusetts
$3.79M +$145K +3,328 +4%
PCM
309
Parsons Capital Management
Rhode Island
$3.78M -$32.1K -736 -0.9%
SFG
310
Sage Financial Group
Pennsylvania
$3.72M -$59.1K -1,356 -2%
BJL
311
Brighton Jones LLC
Washington
$3.72M +$27.2K +624 +0.7%
AFP
312
Ausdal Financial Partners
Iowa
$3.69M +$210K +4,828 +6%
PSUF
313
People's United Financial
Connecticut
$3.68M -$272K -6,244 -7%
LFGH
314
Lee Financial Group Hawaii
Hawaii
$3.68M +$3.64M +83,548 New
AA
315
Alesco Advisors
New York
$3.67M -$132K -3,040 -4%
TPCW
316
TD Private Client Wealth
New York
$3.66M +$25.6K +588 +0.7%
MAFM
317
Mid Atlantic Financial Management
Pennsylvania
$3.56M -$240K -5,504 -7%
KL
318
KWMG LLC
Kansas
$3.54M -$57.9K -1,328 -2%
PMG
319
ProVise Management Group
Florida
$3.52M +$419K +9,620 +14%
TCWM
320
Total Clarity Wealth Management
Illinois
$3.52M -$60K -1,376 -2%
KAH
321
Kathryn A. Hall
$3.52M -$240K -5,512 -6%
EWM
322
Evercore Wealth Management
New York
$3.5M -$88.4K -2,028 -2%
SIAS
323
Shine Investment Advisory Services
Colorado
$3.48M -$110K -2,532 -3%
CG
324
Colony Group
Massachusetts
$3.45M -$185K -4,240 -5%
MWM
325
MorganRosel Wealth Management
Colorado
$3.42M -$190K -4,360 -5%
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