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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
401
Sigma Planning Corp
Michigan
$12M +$2.61M +33,720 +29%
FA
402
Fiducient Advisors
Illinois
$12M -$5.64M -72,763 -33%
TAM
403
Titleist Asset Management
Texas
$11.9M +$38.1K +492 +0.3%
LFA
404
Legend Financial Advisors
Pennsylvania
$11.9M +$469K +6,050 +4%
VA
405
Valmark Advisers
Ohio
$11.8M +$224K +2,883 +2%
DWP
406
Daymark Wealth Partners
Ohio
$11.8M +$798K +10,299 +8%
SFB
407
STAR Financial Bank
Indiana
$11.8M +$1.35M +17,358 +13%
BFS
408
Beacon Financial Strategies
North Carolina
$11.7M +$236K +3,039 +2%
IA
409
IF Advisors
Texas
$11.6M +$256K +3,304 +2%
SC
410
Sapient Capital
Indiana
$11.6M +$1.69M +21,803 +18%
AHC
411
Anderson Hoagland & Co
Missouri
$11.6M -$501K -6,457 -4%
DK
412
David Kennon
Florida
$11.6M -$502K -6,469 -4%
BONH
413
Bank of New Hampshire
New Hampshire
$11.6M -$740K -9,543 -6%
FMI
414
F/M Investments
District of Columbia
$11.5M -$168K -2,173 -1%
AO
415
Advisor OS
Illinois
$11.5M -$208K -2,677 -2%
FMP
416
Financial Management Professionals
Texas
$11.3M +$2.17K +28 +0%
FUBT
417
First United Bank & Trust
Maryland
$11.3M +$396K +5,109 +4%
UFA
418
Uptown Financial Advisors
Texas
$11.3M -$161K -2,080 -1%
LWPC
419
Legacy Wealth Partners (Colorado)
Colorado
$11.3M +$230K +2,969 +2%
PF
420
Prosperitas Financial
California
$11.2M +$167K +2,157 +2%
MA
421
MJP Associates
Connecticut
$11.2M +$401K +5,173 +4%
OCFG
422
O'Connor Financial Group
Illinois
$11.2M -$37.2K -480 -0.3%
AH
423
Addis & Hill
Pennsylvania
$11.2M -$893K -11,515 -8%
SCP
424
Silverleafe Capital Partners
Tennessee
$11.2M +$109K +1,401 +1%
MFA
425
McClarren Financial Advisors
Pennsylvania
$11.1M +$232K +2,998 +2%
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17
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