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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
801
Philadelphia Trust Company
Pennsylvania
$3.66M – – –
TCOV
802
Trust Company of Vermont
Vermont
$3.66M +$3.52M +45,368 New
MFA
803
Mayflower Financial Advisors
Massachusetts
$3.65M -$36.6K -472 -1%
ML
804
Mayport LLC
Massachusetts
$3.63M -$78 -1 -0%
SFS
805
Summit Financial Strategies
Ohio
$3.63M +$144K +1,853 +4%
VCP
806
Verus Capital Partners
Arizona
$3.61M +$93K +1,200 +3%
IFG
807
Independent Financial Group
California
$3.6M -$330K -4,262 -9%
MFG
808
Magnus Financial Group
New York
$3.6M -$9.3K -120 -0.3%
PAS
809
PKS Advisory Services
New York
$3.57M +$143K +1,847 +4%
SG
810
StoneX Group
New York
$3.55M -$9.38K -121 -0.3%
CA
811
Clune & Associates
Illinois
$3.54M -$1.72M -22,126 -34%
CFA
812
CWS Financial Advisors
Michigan
$3.53M +$8.84K +114 +0.3%
DF
813
Downshift Financial
Colorado
$3.53M -$10.2M -131,419 -75%
EWA
814
Encompass Wealth Advisors
Oregon
$3.53M +$620 +8 +0%
RCIM
815
Red Cedar Investment Management
Michigan
$3.53M – – –
OCM
816
Objective Capital Management
Ohio
$3.51M -$63.4K -818 -2%
FPW
817
Flywheel Private Wealth
California
$3.51M -$26.2K -338 -0.8%
SWM
818
SHP Wealth Management
Massachusetts
$3.5M -$22.6M -291,435 -87%
TFGT
819
TS Financial Group (TSFG)
Illinois
$3.5M -$92.5K -1,193 -3%
PIAS
820
PCA Investment Advisory Services
Ohio
$3.48M -$148K -1,906 -4%
MWM
821
Meridian Wealth Management
Kentucky
$3.46M -$436K -5,618 -12%
SSI
822
Scott & Selber Inc
Texas
$3.44M – – –
CAWM
823
Capital Advisors Wealth Management
Washington
$3.43M -$70K -903 -2%
AWA
824
Adapt Wealth Advisors
Georgia
$3.41M -$230K -2,964 -7%
4WM
825
49 Wealth Management
Texas
$3.41M +$3.28M +42,308 New
31 32
33
34 35