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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
751
Squar Milner Financial Services
California
$101K – – –
PWM
752
PRW Wealth Management
Massachusetts
$98K +$107K +2,844 New
NB
753
Nicolet Bankshares
Wisconsin
$95K -$187K -4,968 -64%
RWA
754
River Wealth Advisors
Pennsylvania
$95K -$21K -560 -17%
KPCM
755
Kings Point Capital Management
New York
$95K – – –
AF
756
Allworth Financial
California
$95K +$601 +16 +0.6%
YWP
757
YorkBridge Wealth Partners
New York
$95K +$9.01K +240 +10%
FFC
758
First Financial Corp
Indiana
$92K +$73.4K +1,956 +272%
BTNA
759
Bremer Trust National Association
Minnesota
$83K +$90.1K +2,400 New
TCOV
760
Trust Company of Vermont
Vermont
$82K – – –
WAM
761
Watermark Asset Management
California
$81K +$451 +12 +0.5%
WF
762
WealthTrust Fairport
Ohio
$81K +$751 +20 +0.9%
CWA
763
Clarus Wealth Advisors
Arizona
$80K +$601 +16 +0.7%
BOPW
764
Brandywine Oak Private Wealth
Pennsylvania
$79K +$86K +2,292 New
BC
765
Bartlett & Co
Ohio
$75K – – –
FA
766
Financial Advantage
Maryland
$75K +$82.6K +2,200 New
BCWM
767
Bartlett & Co Wealth Management
Ohio
$74.9K – – –
GWA
768
Guidant Wealth Advisors
Illinois
$69K +$75.1K +2,000 New
SQA
769
Simon Quick Advisors
New Jersey
$67K +$72.4K +1,928 New
LWM
770
Liberty Wealth Management
California
$67K +$73.4K +1,956 New
DOA
771
D'Orazio & Associates
Virginia
$66K +$71.3K +1,900 New
LWANC
772
Laurel Wealth Advisors (North Carolina)
North Carolina
$61K +$65.9K +1,756 New
CFA
773
Clarfeld Financial Advisors
New York
$60K +$65.6K +1,748 New
LF
774
Lee Financial
Texas
$55K – – –
BHWM
775
Bay Harbor Wealth Management
Maryland
$55K +$60.1K +1,600 New
29 30
31
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