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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
526
Tompkins Financial
New York
$563K – – –
WP
527
WealthShield Partners
North Carolina
$559K -$3.85K -100 -0.7%
BIM
528
Baldwin Investment Management
Pennsylvania
$558K – – –
LPIC
529
LeJeune Puetz Investment Counsel
Michigan
$555K – – –
CCG
530
Chatham Capital Group
Georgia
$551K – – –
TA
531
Trellis Advisors
Washington
$551K – – –
ATPW
532
Ashton Thomas Private Wealth
Arizona
$551K +$527K +13,708 New
LNB
533
Ledyard National Bank
$550K – – –
RFN
534
RDA Financial Network
Iowa
$550K +$510K +13,256 New
AWA
535
Arete Wealth Advisors
Illinois
$545K – – –
AA
536
Advisory Alpha
Michigan
$543K +$516K +13,416 New
BBHC
537
Brown Brothers Harriman & Co
New York
$542K -$164K -4,252 -24%
RWP
538
RWA Wealth Partners
Massachusetts
$541K +$52.6K +1,368 +11%
TFF
539
The Family Firm
Maryland
$540K +$66.2K +1,720 +15%
GG
540
Gofen & Glossberg
Illinois
$537K -$39.2K -1,020 -7%
PFM
541
Parsec Financial Management
North Carolina
$537K – – –
UB
542
UMB Bank
Missouri
$534K +$98.2K +2,552 +24%
OC
543
Oakworth Capital
Alabama
$532K – – –
IF
544
Ironwood Financial
Arizona
$530K -$14.8K -384 -3%
MMPW
545
Mitchell McLeod Pugh & Williams
Alabama
$529K – – –
WA
546
Wealth Architects
California
$522K – – –
TSWM
547
Triangle Securities Wealth Management
North Carolina
$521K – – –
EFL
548
ERn Financial LLC
Wisconsin
$520K -$28.5K -740 -6%
FEG
549
Financial Enhancement Group
Indiana
$518K -$62.6K -1,628 -11%
MOS
550
MGO One Seven
Ohio
$517K +$42.5K +1,104 +9%
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