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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
701
Investment Partners
Ohio
$2.6M -$123K -2,080 -5%
SPIO
702
Seven Post Investment Office
California
$2.6M – – –
NL
703
NWAM LLC
Washington
$2.59M -$3.2M -54,188 -56%
CFD
704
Creative Financial Designs
Indiana
$2.58M -$388K -6,568 -14%
RWP
705
RWA Wealth Partners
Massachusetts
$2.57M +$195K +3,304 +9%
GLR
706
Great Lakes Retirement
Ohio
$2.57M +$133K +2,244 +6%
FAIM
707
Financial Advocates Investment Management
Washington
$2.56M -$177K -2,992 -7%
PFG
708
Pinnacle Financial Group
Illinois
$2.56M +$83.7K +1,416 +4%
PA
709
PFG Advisors
Arizona
$2.55M +$171K +2,896 +8%
FNT
710
First National Trust
Pennsylvania
$2.53M -$50.6K -856 -2%
MTIC
711
Missouri Trust & Investment Company
Missouri
$2.52M +$14.9K +252 +0.6%
CMAI
712
Capital Management Associates Inc
Minnesota
$2.52M -$210K -3,548 -8%
CM
713
Columbus Macro
Pennsylvania
$2.51M – – –
MPCL
714
My Personal CFO LLC
Washington
$2.5M +$269K +4,556 +13%
ACA
715
Atlas Capital Advisors
Wyoming
$2.5M +$989K +16,732 +72%
RPCONE
716
Retirement Planning Company of New England
Rhode Island
$2.5M -$2.41M -40,700 -50%
PA
717
PFW Advisors
Georgia
$2.49M +$1.18K +20 +0.1%
AFM
718
Abbot Financial Management
Massachusetts
$2.48M -$9.46K -160 -0.4%
WF
719
Welch & Forbes
Massachusetts
$2.46M -$16.8K -284 -0.7%
SFWC
720
Strategic Family Wealth Counselors
New Jersey
$2.45M +$46.1K +780 +2%
KC
721
Kingfisher Capital
North Carolina
$2.45M -$16.5K -280 -0.7%
NPI
722
New Perspectives Inc
Mississippi
$2.45M +$2.32M +39,252 New
EFL
723
ERn Financial LLC
Wisconsin
$2.45M -$34.7K -588 -1%
ACA
724
Aptus Capital Advisors
Alabama
$2.44M +$1.25M +21,096 +118%
FFN
725
Focus Financial Network
Minnesota
$2.43M -$542K -9,164 -18%
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