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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
701
Snowden Capital Advisors
New York
$2.46M +$308K +5,764 +16%
OCFG
702
O'Connor Financial Group
Illinois
$2.43M +$249K +4,660 +13%
SPIO
703
Seven Post Investment Office
California
$2.42M – – –
LW
704
Linscomb Wealth
Texas
$2.42M -$96.6K -1,808 -4%
FNT
705
First National Trust
Pennsylvania
$2.4M +$3.85K +72 +0.2%
BMWM
706
Brown Miller Wealth Management
Virginia
$2.4M +$61.5K +1,152 +3%
WPW
707
Watershed Private Wealth
Illinois
$2.38M -$338K -6,324 -13%
TI
708
Truepoint Inc
Ohio
$2.38M +$65K +1,216 +3%
JAG
709
Journey Advisory Group
Kentucky
$2.37M -$9.19K -172 -0.4%
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$2.37M +$372K +6,968 +21%
AWA
711
Arete Wealth Advisors
Illinois
$2.36M +$1.58M +29,504 +267%
DIA
712
Dana Investment Advisors
Wisconsin
$2.35M -$247K -4,616 -10%
AWM
713
Apollon Wealth Management
South Carolina
$2.35M +$353K +6,612 +20%
CM
714
Columbus Macro
Pennsylvania
$2.34M – – –
AF
715
Affiance Financial
Minnesota
$2.34M +$174K +3,248 +9%
MTIC
716
Missouri Trust & Investment Company
Missouri
$2.33M +$22K +412 +1%
AFM
717
Abbot Financial Management
Massachusetts
$2.32M -$3.21K -60 -0.2%
PA
718
PFW Advisors
Georgia
$2.31M +$5.56K +104 +0.3%
CAM
719
Columbia Asset Management
Michigan
$2.31M -$143K -2,680 -6%
CWA
720
CM Wealth Advisors
Ohio
$2.31M – – –
WF
721
Welch & Forbes
Massachusetts
$2.31M -$64.1K -1,200 -3%
KC
722
Kingfisher Capital
North Carolina
$2.3M +$3.21K +60 +0.2%
P
723
&Partners
Tennessee
$2.3M +$2.19M +41,080 New
PFG
724
Pinnacle Financial Group
Illinois
$2.3M +$91.5K +1,712 +5%
GHAM
725
Gilman Hill Asset Management
Connecticut
$2.29M +$95.1K +1,780 +5%
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