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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
751
Atlantic Union Bankshares
Virginia
$676K +$14.1K +292 +2%
LRIA
752
Leonard Rickey Investment Advisors
Washington
$676K +$21.5K +444 +4%
ZIG
753
Zuckerman Investment Group
Illinois
$676K +$235K +4,844 +59%
LPIC
754
LeJeune Puetz Investment Counsel
Michigan
$673K – – –
BMWM
755
Brown Miller Wealth Management
Virginia
$673K +$630K +13,012 New
IBOK
756
Independence Bank of Kentucky
Kentucky
$666K -$80K -1,652 -11%
APWM
757
Atlas Private Wealth Management
New York
$664K +$577K +11,908 +1,267%
HNB
758
Huntington National Bank
Ohio
$659K – – –
WI
759
Wintrust Investments
Illinois
$659K +$194 +4 +0%
OPS
760
Orion Portfolio Solutions
Nebraska
$655K +$73.6K +1,520 +14%
MBT
761
Montecito Bank & Trust
California
$649K -$15.7K -324 -3%
CFD
762
Creative Financial Designs
Indiana
$646K +$200K +4,132 +49%
PWM
763
Paulson Wealth Management
Illinois
$643K -$22.3K -460 -4%
NDSI
764
Newman Dignan & Sheerar Inc
Rhode Island
$639K +$90.4K +1,868 +18%
TA
765
TFG Advisers
Michigan
$637K +$80.4K +1,660 +16%
ONB
766
Old National Bancorp
Indiana
$634K +$195K +4,020 +49%
OFS
767
Oldfather Financial Services
Nebraska
$627K -$23.6K -488 -4%
DDC
768
DF Dent & Co
Maryland
$627K +$96.6K +1,996 +20%
NA
769
Nottingham Advisors
New York
$622K -$25K -516 -4%
FANJ
770
Financial Architects (New Jersey)
New Jersey
$621K +$345K +7,128 +146%
BIM
771
Baldwin Investment Management
Pennsylvania
$613K +$1.36K +28 +0.2%
HSA
772
HBK Sorce Advisory
Pennsylvania
$609K -$1.07M -22,140 -65%
FMW
773
Farr Miller & Washington
District of Columbia
$603K +$172K +3,560 +44%
CPA
774
Clear Perspective Advisors
Illinois
$602K – – –
FFG
775
Fullen Financial Group
Ohio
$600K +$2.52K +52 +0.4%
29 30
31
32 33