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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
401
LWS Wealth Advisors
New Jersey
$4.16M +$197K +3,268 +5%
RC
402
Roundview Capital
New Jersey
$4.15M +$146K +2,408 +4%
FFG
403
Ford Financial Group
California
$4.14M +$82.4K +1,364 +2%
HCM
404
Hall Capital Management
Rhode Island
$4.12M -$17.6K -292 -0.4%
GFS
405
GYL Financial Synergies
Connecticut
$4.1M -$173K -2,868 -4%
OGF
406
Orin Green Financial
California
$4.08M +$59.7K +988 +1%
ACM
407
Armbruster Capital Management
New York
$4.07M -$412K -6,812 -9%
PAS
408
Park Avenue Securities
New York
$4.06M +$50.3K +832 +1%
KCM
409
Kendall Capital Management
Maryland
$4.05M +$96.2K +1,592 +2%
KPWS
410
Kestra Private Wealth Services
Texas
$4.03M +$296K +4,896 +8%
EIG
411
Ellenbecker Investment Group
Wisconsin
$4.02M -$283K -4,676 -6%
FNBOO
412
First National Bank of Omaha
Nebraska
$4.01M -$174K -2,872 -4%
MW
413
Marcum Wealth
Ohio
$4M +$2.18M +36,136 +115%
CF
414
Centaurus Financial
California
$3.98M +$237K +3,924 +6%
KL
415
KWMG LLC
Kansas
$3.98M -$89.4K -1,480 -2%
ATC
416
Argent Trust Co
Tennessee
$3.93M +$60.4K +1,000 +2%
BG
417
Benedetti & Gucer
Georgia
$3.93M +$338K +5,592 +9%
AA
418
Alesco Advisors
New York
$3.92M -$12.1K -200 -0.3%
HMS
419
Hanseatic Management Services
New Mexico
$3.91M +$51K +844 +1%
EWA
420
Encompass Wealth Advisors
Oregon
$3.88M -$62.8K -1,040 -2%
EWM
421
Evercore Wealth Management
New York
$3.86M – – –
IAN
422
Integrated Advisors Network
Texas
$3.85M +$954K +15,780 +32%
DC
423
Diametric Capital
Massachusetts
$3.83M +$3.91M +64,700 New
GAM
424
Gemmer Asset Management
California
$3.8M +$14.5K +240 +0.4%
CWM
425
Calamos Wealth Management
Illinois
$3.77M – – –
15 16
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