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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RI
751
Ridgewood Investments
New Jersey
$3.61M +$3.74M +50,332 New
GAM
752
Grandview Asset Management
Pennsylvania
$3.59M -$395K -5,312 -10%
IC
753
IEQ Capital
California
$3.59M +$215K +2,896 +6%
SYBT
754
Stock Yards Bank & Trust
Kentucky
$3.58M -$36.9K -496 -1%
SA
755
Sovran Advisors
California
$3.56M +$10.7M +143,712 +354%
BI
756
Beckerman Institutional
New Jersey
$3.55M +$132K +1,780 +4%
MWM
757
Maltin Wealth Management
New Jersey
$3.54M +$198K +2,668 +6%
UB
758
UMB Bank
Missouri
$3.54M +$308K +4,144 +9%
FLPIM
759
F.L. Putnam Investment Management
Massachusetts
$3.54M -$380K -5,120 -9%
RIS
760
Richmond Investment Services
Wisconsin
$3.54M +$2.04M +27,412 +125%
MCCP
761
Mission Creek Capital Partners
California
$3.54M +$295K +3,968 +9%
CCA
762
Carrera Capital Advisors
Michigan
$3.54M +$13.1K +176 +0.4%
CST
763
Charles Schwab Trust
Nevada
$3.53M -$297K -4,000 -8%
IFG
764
Independent Financial Group
California
$3.52M +$524K +7,052 +17%
FTWA
765
Fifth Third Wealth Advisors
Ohio
$3.51M +$204K +2,744 +6%
SAM
766
Sawgrass Asset Management
Florida
$3.5M -$4.98M -67,020 -58%
MWM
767
Meridian Wealth Management
Kentucky
$3.49M +$250K +3,364 +7%
BWM
768
Boyd Wealth Management
California
$3.46M -$30.3K -408 -0.8%
FPH
769
Financial Planning Hawaii
Hawaii
$3.46M +$92.1K +1,240 +3%
CSB
770
City State Bank
Iowa
$3.46M +$158K +2,132 +5%
BHWM
771
Bar Harbor Wealth Management
New Hampshire
$3.43M -$3.86K -52 -0.1%
VBFP
772
Valtinson Bruner Financial Planning
Minnesota
$3.43M +$150K +2,024 +4%
MW
773
Members Wealth
Pennsylvania
$3.43M +$10.6M +142,196 +388%
GAM
774
GEM Asset Management
Michigan
$3.42M +$15.5K +208 +0.4%
AWM
775
Aprio Wealth Management
Georgia
$3.39M +$3.17M +42,700 +938%
29 30
31
32 33