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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
701
Jacobi Capital Management
Pennsylvania
$86K +$4.08K +100 +5%
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K -$32.6K -800 -30%
BFC
703
Bedel Financial Consulting
Indiana
$76K -$8.16K -200 -9%
WIM
704
Westside Investment Management
California
$69.2K +$32.6K +800 +52%
LF
705
Lee Financial
Texas
$66K -$150K -3,684 -70%
BWM
706
Baystate Wealth Management
Massachusetts
$65K +$17.5K +428 +34%
BWA
707
Burt Wealth Advisors
Maryland
$63K – – –
RWM
708
Raffa Wealth Management
District of Columbia
$61.9K +$653 +16 +1%
NWM
709
Northwest Wealth Management
Iowa
$61K -$20.4K -500 -25%
IP
710
Intellectus Partners
California
$58K – – –
PFGIA
711
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$20.7K +508 +55%
TL
712
TrueWealth LLC
Georgia
$55K – – –
ML
713
McAdam LLC
Pennsylvania
$54K – – –
VNA
714
Valley National Advisers
Pennsylvania
$52K – – –
FHB
715
First Hawaiian Bank
Hawaii
$51K +$51.1K +1,252 New
DWM
716
Destination Wealth Management
California
$49K -$37.7K -924 -44%
BC
717
Barnett & Company
Tennessee
$49K – – –
SMG
718
Spectrum Management Group
Indiana
$49K – – –
CIA
719
Cascade Investment Advisors
Oregon
$47.7K +$47.3K +1,160 New
AWM
720
Aevitas Wealth Management
Massachusetts
$45K – – –
OSNBOA
721
Old Second National Bank of Aurora
Illinois
$44K -$7.34K -180 -14%
LFA
722
Legacy Financial Advisors
Kentucky
$44K – – –
VCM
723
Vigilant Capital Management
Maine
$43K +$42.9K +1,052 New
OIA
724
Optimum Investment Advisors
Illinois
$42K +$490 +12 +1%
MSA
725
Marino Stram & Associates
Massachusetts
$40K – – –
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