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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
326
Ironwood Financial
Arizona
$473K – – –
BHIA
327
Birch Hill Investment Advisors
Massachusetts
$469K – – –
GG
328
Gofen & Glossberg
Illinois
$467K -$2.69K -84 -0.6%
CAL
329
Capital Analysts LLC
Pennsylvania
$457K -$278K -8,664 -38%
TPWA
330
TRUE Private Wealth Advisors
Oregon
$456K +$30.4K +948 +7%
CCT
331
Capital City Trust
Florida
$450K +$446K +13,916 New
PFM
332
Parsec Financial Management
North Carolina
$443K +$1.67K +52 +0.4%
LW
333
Linscomb Wealth
Texas
$443K +$31.7K +988 +8%
CT
334
Cambridge Trust
Massachusetts
$442K +$82.8K +2,580 +23%
HCM
335
Howland Capital Management
Massachusetts
$441K +$16K +500 +4%
HH
336
Hilltop Holdings
Texas
$436K – – –
CCM
337
Cribstone Capital Management
Maine
$429K -$37.9K -1,180 -8%
HNB
338
Huntington National Bank
Ohio
$428K +$418K +13,036 New
MWP
339
MYCIO Wealth Partners
Pennsylvania
$420K +$74.4K +2,320 +22%
MMPW
340
Mitchell McLeod Pugh & Williams
Alabama
$417K +$58.4K +1,820 +16%
WA
341
Wealth Architects
California
$413K – – –
AFWA
342
Ancora Family Wealth Advisors
Ohio
$410K +$77K +2,400 +23%
PCTC
343
Perkins Coie Trust Company
Washington
$408K -$16K -500 -4%
SC
344
SouthState Corp
Florida
$408K +$175K +5,440 +76%
SIC
345
Sigma Investment Counselors
Michigan
$407K +$13.3K +416 +3%
ACP
346
Ashfield Capital Partners
California
$398K +$22.5K +700 +6%
BA
347
BKS Advisors
Michigan
$396K +$1.8K +56 +0.5%
KWMG
348
King Wealth Management Group
Florida
$393K – – –
BPCE
349
Bank Pictet & Cie (Europe)
Germany
$388K – – –
SSB
350
Sandy Spring Bank
Maryland
$383K – – –
12 13
14
15 16