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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
501
Northstar Wealth Partners
Connecticut
$299K +$291K +8,076 New
NA
502
Nottingham Advisors
New York
$297K -$3.61K -100 -1%
WJA
503
Williams Jones & Associates
New York
$294K – – –
SHJ
504
Sharkey, Howes & Javer
Colorado
$292K – – –
GHA
505
GW Henssler & Associates
Georgia
$283K – – –
WA
506
WESPAC Advisors
California
$278K +$272K +7,552 New
SYBT
507
Stock Yards Bank & Trust
Kentucky
$273K – – –
SFSIG
508
San Francisco Sentry Investment Group
California
$273K +$175K +4,864 +189%
GIM
509
Greystone Investment Management
Ohio
$272K – – –
LWAC
510
Laurel Wealth Advisors (California)
California
$272K +$11.7K +324 +5%
GJIC
511
Gamble Jones Investment Counsel
California
$270K – – –
GHAM
512
Gilman Hill Asset Management
Connecticut
$269K – – –
GWM
513
Greenwich Wealth Management
Connecticut
$267K +$262K +7,276 New
CT
514
Cambridge Trust
Massachusetts
$266K -$124K -3,440 -32%
QCMA
515
Quad Capital Management Advisors
New York
$265K +$260K +7,200 New
SAM
516
Silvercrest Asset Management
New York
$262K – – –
LI
517
LVZ Inc
Michigan
$259K +$254K +7,056 New
B
518
Bridgeworth
Alabama
$258K -$1.09M -30,164 -81%
PWW
519
Pettyjohn Wood & White
Virginia
$255K – – –
CT
520
Coastline Trust
Rhode Island
$254K – – –
CC
521
Cadinha & Co
Hawaii
$250K – – –
CCA
522
Conservest Capital Advisors
Pennsylvania
$249K – – –
HWA
523
Heritage Wealth Advisors
Virginia
$247K – – –
SG
524
StoneX Group
New York
$245K +$240K +6,664 New
TCOO
525
Trust Company of Oklahoma
Oklahoma
$243K – – –
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