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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
801
CNB Bank
Pennsylvania
$161K – – –
NCM
802
Next Capital Management
New York
$154K -$48.6K -1,164 -24%
RIA
803
Realta Investment Advisors
Delaware
$149K -$79.6K -1,904 -35%
CTB
804
Country Trust Bank
Illinois
$149K -$2.67K -64 -2%
PFBT
805
Parkside Financial Bank & Trust
Missouri
$149K – – –
PFGIA
806
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$10K +240 +7%
NSB
807
Norway Savings Bank
Maine
$138K – – –
EK
808
Evensky & Katz
Florida
$137K – – –
APW
809
Acima Private Wealth
Virginia
$136K +$25.1K +600 +23%
JCM
810
Jacobi Capital Management
Pennsylvania
$128K -$11K -264 -8%
AIM
811
Axiom Investment Management
New York
$128K – – –
KBFS
812
Kohmann Bosshard Financial Services
Ohio
$128K – – –
PC
813
Permanens Capital
New York
$124K +$836 +20 +0.7%
FM
814
Family Management
New York
$123K -$6.18K -148 -5%
CFG
815
Citizens Financial Group
Rhode Island
$122K +$122K +2,916 New
GTAM
816
Global Trust Asset Management
Florida
$121K -$2.51K -60 -2%
SAS
817
Stelac Advisory Services
New York
$117K – – –
PMFA
818
Plante Moran Financial Advisors
Michigan
$112K – – –
CAM
819
CenterStar Asset Management
Illinois
$110K – – –
FMTCOCP
820
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$103K – – –
FA
821
Financial Advantage
Maryland
$101K +$55.2K +1,320 +120%
DOA
822
D'Orazio & Associates
Virginia
$94K – – –
TL
823
TrueWealth LLC
Georgia
$90K +$1.67K +40 +2%
LWM
824
Liberty Wealth Management
California
$88K -$22.1K -528 -20%
KPCM
825
Kings Point Capital Management
New York
$84K – – –
31 32
33
34 35