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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
726
Tradewinds Capital Management
Washington
$417K – – –
S
727
SignatureFD
Georgia
$415K +$179K +4,672 +86%
MWM
728
Mission Wealth Management
California
$412K – – –
GD
729
Grandfield & Dodd
New York
$410K +$119K +3,100 +45%
GG
730
Gofen & Glossberg
Illinois
$409K -$7.66K -200 -2%
EWA
731
EP Wealth Advisors
California
$408K -$299K -7,800 -44%
SF
732
Summit Financial
New Jersey
$404K – – –
BAS
733
Brown Advisory Securities
Maryland
$403K -$1.53K -40 -0.4%
RWM
734
Ritholtz Wealth Management
New York
$402K +$51K +1,332 +16%
TSS
735
Two Sigma Securities
New York
$397K +$371K +9,684 New
PT
736
Plimoth Trust
Massachusetts
$395K +$370K +9,656 New
DI
737
Diligent Investors
California
$393K – – –
IBOK
738
Independence Bank of Kentucky
Kentucky
$393K +$4.6K +120 +1%
SB
739
Sunflower Bank
Texas
$390K +$365K +9,520 New
TCOV
740
Trust Company of Vermont
Vermont
$388K +$12.4K +324 +4%
BRC
741
Bell Rock Capital
Delaware
$388K +$362K +9,456 New
BPB
742
Badgley, Phelps & Bell
Washington
$387K -$29.6K -772 -8%
GL
743
Graypoint LLC
New York
$387K +$362K +9,440 New
STB
744
S&T Bank
Pennsylvania
$386K -$438K -11,436 -55%
RWP
745
RWA Wealth Partners
Massachusetts
$386K – – –
MWA
746
Moser Wealth Advisors
Washington
$385K – – –
KLI
747
Kelman-Lazarov Inc
Tennessee
$382K -$39.2K -1,024 -10%
STA
748
Summit Trail Advisors
New York
$381K -$447K -11,660 -56%
AF
749
Allworth Financial
California
$381K +$40.1K +1,048 +13%
SC
750
Scotia Capital
Ontario, Canada
$380K +$356K +9,284 New
28 29
30
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