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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
401
Steph & Co
Wisconsin
$5.29M +$65K +1,108 +1%
CG
402
Colony Group
Massachusetts
$5.28M -$497K -8,468 -9%
SC
403
Sepio Capital
Utah
$5.26M -$7.39M -126,032 -59%
PP
404
PDS Planning
Ohio
$5.23M +$934K +15,928 +22%
PCM
405
Parsons Capital Management
Rhode Island
$5.21M +$217K +3,704 +4%
MWA
406
Meridian Wealth Advisors
Texas
$5.2M +$1.69M +28,828 +49%
BCP
407
Berkeley Capital Partners
Georgia
$5.18M +$527K +8,988 +12%
SF
408
Synovus Financial
Georgia
$5.18M +$42.2K +720 +0.8%
CB
409
Commerce Bank
Missouri
$5.13M -$101K -1,716 -2%
RIM
410
Rockbridge Investment Management
New York
$5.11M +$171K +2,920 +4%
4FG
411
4Thought Financial Group
New York
$5.05M +$3.99K +68 +0.1%
WF
412
Warner Financial
Maryland
$5.04M +$435K +7,416 +10%
SFG
413
StrategIQ Financial Group
Indiana
$5.04M +$3.91M +66,612 +366%
FHA
414
Flagship Harbor Advisors
Massachusetts
$5.01M +$137K +2,332 +3%
NEGWA
415
New England Guild Wealth Advisors
Connecticut
$5M -$396K -6,744 -7%
DWP
416
Destiny Wealth Partners
Florida
$4.99M +$3.47M +59,092 +238%
GBT
417
Grove Bank & Trust
Florida
$4.96M +$434K +7,392 +10%
RC
418
Roundview Capital
New Jersey
$4.95M +$458K +7,804 +10%
ANTB
419
AMG National Trust Bank
Colorado
$4.94M +$647K +11,024 +15%
SFG
420
Sage Financial Group
Pennsylvania
$4.93M -$48.6K -828 -1%
PSUF
421
People's United Financial
Connecticut
$4.92M +$302K +5,156 +7%
WCFA
422
Walkner Condon Financial Advisors
Wisconsin
$4.91M +$242K +4,128 +5%
NL
423
NWAM LLC
Washington
$4.91M +$7.04K +120 +0.1%
MAM
424
Mystic Asset Management
Rhode Island
$4.86M +$62.2K +1,060 +1%
BA
425
Bristlecone Advisors
Washington
$4.84M +$9.39K +160 +0.2%
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