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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
401
Bangor Savings Bank
Maine
$1.04M -$2.55K -68 -0.2%
FSC
402
Full Sail Capital
Oklahoma
$1.04M +$1.13M +30,068 New
SCG
403
Sonata Capital Group
Washington
$1.03M – – –
FMBTD
404
First Midwest Bank Trust Division
Illinois
$1.01M +$231K +6,144 +27%
BUB
405
BBVA USA Bancshares
Texas
$1M +$166K +4,412 +18%
SMC
406
Smith, Moore & Co
Missouri
$1M -$91K -2,424 -8%
KPAG
407
KLS Professional Advisors Group
New York
$993K +$21.5K +572 +2%
EFSCE
408
Enterprise Financial Services Corp (EFSC)
Missouri
$986K -$291K -7,756 -21%
CCP
409
Clarkston Capital Partners
Michigan
$979K +$16.2K +432 +2%
REMPR
410
Roof Eidam Maycock Peralta (REMP)
California
$979K +$807K +21,488 +314%
BWM
411
BigSur Wealth Management
Florida
$962K +$139K +3,700 +15%
AWM
412
Avior Wealth Management
Nebraska
$955K +$35.7K +952 +4%
PPP
413
Private Portfolio Partners
New Jersey
$940K +$1.02M +27,204 New
BAS
414
Brown Advisory Securities
Maryland
$918K +$18.8K +500 +2%
BFG
415
Beacon Financial Group
Texas
$917K +$301K +8,012 +43%
RWA
416
Ropes Wealth Advisors
Massachusetts
$914K +$9.76K +260 +1%
AAM
417
Aureus Asset Management
Massachusetts
$914K +$106K +2,828 +12%
CHA
418
Carmichael Hill & Associates
Maryland
$912K +$165K +4,408 +20%
RSVP
419
Ramsay Stattman Vela & Price
Colorado
$906K – – –
PA
420
PFG Advisors
Arizona
$906K +$870K +23,168 New
WA
421
WBH Advisory
Maryland
$893K +$16.5K +440 +2%
CFIA
422
Cantor Fitzgerald Investment Advisors
New York
$890K -$67.9K -1,808 -7%
MWA
423
Meridian Wealth Advisors
Texas
$885K +$962K +25,624 New
WS
424
Wedbush Securities
California
$864K +$267K +7,104 +40%
ECG
425
Edge Capital Group
Georgia
$861K +$936K +24,936 New
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17
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