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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
551
Baron Silver Stevens Financial Advisors
Florida
$2.48M -$440K -8,144 -14%
VCM
552
Vivaldi Capital Management
Illinois
$2.47M -$145K -2,692 -5%
KWA
553
Kellett Wealth Advisors
Ohio
$2.47M -$219K -4,056 -7%
SC
554
Savant Capital
Illinois
$2.47M +$605K +11,200 +29%
CCA
555
Conservest Capital Advisors
Pennsylvania
$2.46M +$1.73M +32,104 +179%
VCM
556
Virtue Capital Management
Tennessee
$2.46M +$341K +6,308 +14%
CBFP
557
Cedar Brook Financial Partners
Ohio
$2.45M -$120K -2,212 -4%
MOS
558
MGO One Seven
Ohio
$2.45M -$1.17M -21,572 -30%
MECA
559
Miller Equity Capital Advisors
Texas
$2.45M +$49.7K +920 +2%
FA
560
FDx Advisors
Illinois
$2.44M +$311K +5,756 +13%
WA
561
Wealth Alliance
New York
$2.43M +$20.7K +384 +0.8%
DSC
562
Duncker Streett & Co
Missouri
$2.43M -$95.3K -1,764 -3%
CI
563
Conning Inc
Connecticut
$2.42M -$184K -3,404 -6%
9WM
564
9258 Wealth Management
Ohio
$2.41M +$1.96M +36,240 +287%
AWM
565
Axxcess Wealth Management
California
$2.38M +$518K +9,588 +25%
ACI
566
Alpha Cubed Investments
California
$2.37M +$126K +2,332 +5%
SPA
567
Sentinel Pension Advisors
Massachusetts
$2.37M -$73.3K -1,356 -3%
BOM
568
Bank of Marin
California
$2.36M – – –
CIAS
569
Capital Investment Advisory Services
North Carolina
$2.36M +$412K +7,620 +19%
GSAM
570
Grant Street Asset Management
Pennsylvania
$2.35M +$185K +3,428 +8%
KSWA
571
Kathleen S. Wright Associates
Pennsylvania
$2.35M +$418K +7,728 +19%
OCM
572
Objective Capital Management
Ohio
$2.35M +$27.2K +504 +1%
MWM
573
Modera Wealth Management
New Jersey
$2.33M -$591K -10,936 -19%
HA
574
Hofer & Associates
California
$2.32M +$31.1K +576 +1%
BFG
575
Beacon Financial Group
Texas
$2.31M +$6.05K +112 +0.2%
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