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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
301
WNY Asset Management
New York
$7.71M +$113K +2,060 +1%
HCM
302
Hall Capital Management
Rhode Island
$7.65M -$338K -6,172 -4%
SCA
303
Sandy Cove Advisors
Massachusetts
$7.57M -$1.61M -29,448 -17%
BSW
304
Buckingham Strategic Wealth
Missouri
$7.57M -$823K -15,008 -9%
BFS
305
Bradley Foster & Sargent
Connecticut
$7.54M – – –
SCM
306
Sebold Capital Management
Illinois
$7.52M +$1.47M +26,772 +23%
WFA
307
Wells Financial Advisors
Massachusetts
$7.51M +$5.26K +96 +0.1%
AWA
308
Arkadios Wealth Advisors
Georgia
$7.49M +$986K +17,988 +14%
PWP
309
Principle Wealth Partners
Connecticut
$7.41M -$133K -2,428 -2%
CFO
310
Custos Family Office
Texas
$7.4M -$4.61K -84 -0.1%
SC
311
Sepio Capital
Utah
$7.4M -$2.46M -44,872 -24%
SHWM
312
Smith & Howard Wealth Management
Georgia
$7.38M -$392K -7,152 -5%
JWCA
313
J.W. Cole Advisors
Florida
$7.37M +$324K +5,904 +4%
4FG
314
4Thought Financial Group
New York
$7.32M +$341K +6,224 +5%
B
315
Bailard
California
$7.31M +$6.06M +110,516 +369%
DWP
316
Daymark Wealth Partners
Ohio
$7.28M +$731K +13,332 +11%
H
317
HoyleCohen
California
$7.27M -$195K -3,552 -2%
AWM
318
Aries Wealth Management
Maine
$7.25M +$154K +2,808 +2%
FNFDCM
319
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.24M -$75K -1,368 -1%
MNG
320
Manning & Napier Group
New York
$7.19M – – –
TCBWMS
321
Texas Capital Bank Wealth Management Services
Texas
$7.19M +$343K +6,256 +5%
TCM
322
TD Capital Management
Tennessee
$7.19M -$128K -2,340 -2%
GWM
323
Gray Wealth Management
Maine
$7.16M +$207K +3,780 +3%
BWM
324
Baystate Wealth Management
Massachusetts
$7.15M -$104K -1,900 -1%
SMC
325
Smith, Moore & Co
Missouri
$7.15M -$115K -2,096 -2%
11 12
13
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