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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
551
Edelman Financial Services
Virginia
$353K -$2.72K -72 -0.8%
MFG
552
Merit Financial Group
Georgia
$347K +$406K +10,768 New
DI
553
Diligent Investors
California
$341K – – –
PWW
554
Pettyjohn Wood & White
Virginia
$340K +$69.9K +1,852 +27%
BWP
555
BSW Wealth Partners
Colorado
$339K +$2.57K +68 +0.8%
BIM
556
Bridgecreek Investment Management
Oklahoma
$338K – – –
WLIM
557
White Lighthouse Investment Management
Massachusetts
$336K +$328K +8,676 New
SAM
558
Summit Asset Management
Tennessee
$334K – – –
BW
559
Bison Wealth
Georgia
$333K – – –
LI
560
LVZ Inc
Michigan
$331K +$56.8K +1,504 +21%
SFM
561
Signature Financial Management
Virginia
$331K +$323K +8,556 New
BCM
562
Bienville Capital Management
New York
$330K – – –
SS
563
Simplicity Solutions
Minnesota
$330K +$322K +8,540 New
MGIA
564
Moneta Group Investment Advisors
Missouri
$327K -$50.6K -1,340 -14%
NDSI
565
Newman Dignan & Sheerar Inc
Rhode Island
$326K +$318K +8,416 New
FBA
566
Front Barnett Associates
Illinois
$324K -$1.51K -40 -0.5%
DG
567
Delek Group
Israel
$324K +$316K +8,380 New
WPW
568
Waldron Private Wealth
Pennsylvania
$324K +$316K +8,380 New
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$323K – – –
FFWA
570
FRG Family Wealth Advisors
Washington
$323K +$84.9K +2,248 +37%
RFS
571
Rockefeller Financial Services
New York
$320K – – –
EAM
572
Evanson Asset Management
California
$318K +$604 +16 +0.2%
WJA
573
Williams Jones & Associates
New York
$310K – – –
AMM
574
American Money Management
California
$306K -$87.3K -2,312 -23%
PAG
575
Private Advisory Group
Washington
$303K -$92K -2,436 -24%
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