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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
SeaCrest Wealth Management
New York
$187K +$6.77K +176 +4%
CAC
752
Certified Advisory Corp
Florida
$187K +$25.4K +660 +17%
CB
753
Community Bank
New York
$180K -$1.08K -28 -0.6%
FMTCOCP
754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$175K – – –
PB
755
Pinnacle Bancorp
Nebraska
$173K -$29.2K -760 -15%
AP
756
Atwood & Palmer
Missouri
$172K – – –
NSB
757
Norway Savings Bank
Maine
$169K – – –
IFAM
758
Institutional & Family Asset Management
Colorado
$166K -$3.08K -80 -2%
CHP
759
Cable Hill Partners
Oregon
$161K +$109K +2,824 +241%
CGT
760
Capital Guardian Trust
California
$161K +$154K +4,000 New
CB
761
CNB Bank
Pennsylvania
$154K – – –
GTAM
762
Global Trust Asset Management
Florida
$141K -$60K -1,560 -31%
JCM
763
Jacobi Capital Management
Pennsylvania
$136K – – –
YWP
764
YorkBridge Wealth Partners
New York
$132K +$20.6K +536 +19%
EK
765
Evensky & Katz
Florida
$131K +$126K +3,264 New
DBT
766
Dubuque Bank & Trust
Iowa
$127K -$20.3K -528 -14%
PW
767
Price Wealth
Texas
$124K – – –
KBFS
768
Kohmann Bosshard Financial Services
Ohio
$123K – – –
AIM
769
Axiom Investment Management
New York
$123K +$118K +3,056 New
RFA
770
Reilly Financial Advisors
California
$118K -$68.9K -1,792 -38%
PC
771
Permanens Capital
New York
$118K +$113K +2,932 New
PMFA
772
Plante Moran Financial Advisors
Michigan
$117K -$11.5K -300 -9%
SMFS
773
Squar Milner Financial Services
California
$117K – – –
AF
774
Allworth Financial
California
$109K -$1.85K -48 -2%
CWA
775
Clarus Wealth Advisors
Arizona
$109K +$15.4K +400 +17%
29 30
31
32 33