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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
326
Texas Capital Bank Wealth Management Services
Texas
$4.63M -$133K -2,744 -3%
SC
327
Steph & Co
Wisconsin
$4.63M +$101K +2,084 +2%
WFS
328
Weitzel Financial Services
Iowa
$4.6M +$3.99M +82,356 New
GL
329
Graypoint LLC
New York
$4.59M +$769K +15,888 +22%
OC
330
Oppenheimer & Co
New York
$4.59M +$64.1K +1,324 +2%
MIAN
331
Mariner Independent Advisor Network
Kansas
$4.56M +$813K +16,788 +23%
TA
332
Tectonic Advisors
Texas
$4.55M +$4.26M +88,076 New
PCM
333
Parsons Capital Management
Rhode Island
$4.52M +$81.2K +1,676 +2%
FAIM
334
Financial Advocates Investment Management
Washington
$4.5M -$12K -248 -0.3%
FMC
335
First Merchants Corp
Indiana
$4.49M -$811K -16,740 -16%
TA
336
Tiedemann Advisors
New York
$4.47M -$163K -3,360 -4%
SFG
337
Sage Financial Group
Pennsylvania
$4.47M +$97.8K +2,020 +2%
BJL
338
Brighton Jones LLC
Washington
$4.39M +$22.3K +460 +0.5%
AI
339
Atria Investments
North Carolina
$4.3M +$357K +7,368 +10%
OCM
340
One Capital Management
California
$4.27M -$875K -18,068 -18%
PSUF
341
People's United Financial
Connecticut
$4.23M -$83.7K -1,728 -2%
EFS
342
Essex Financial Services
Connecticut
$4.22M +$371K +7,672 +10%
PMG
343
ProVise Management Group
Florida
$4.2M +$61.2K +1,264 +2%
SPIA
344
Steward Partners Investment Advisory
New York
$4.2M -$1.04M -21,572 -21%
CG
345
Colony Group
Massachusetts
$4.19M +$128K +2,652 +3%
TCWM
346
Total Clarity Wealth Management
Illinois
$4.16M +$22.5K +464 +0.6%
MWM
347
MorganRosel Wealth Management
Colorado
$4.13M +$110K +2,280 +3%
MAFM
348
Mid Atlantic Financial Management
Pennsylvania
$4.11M +$243K +5,024 +7%
KL
349
KWMG LLC
Kansas
$4.1M -$57.9K -1,196 -1%
ACM
350
Armbruster Capital Management
New York
$4.09M -$894K -18,460 -19%
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14
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