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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
801
Boston Trust Walden
Massachusetts
$1.87M – – –
IPW
802
Intergy Private Wealth
Colorado
$1.86M +$14.1K +232 +0.8%
IFA
803
Interactive Financial Advisors
Illinois
$1.85M +$89.9K +1,480 +5%
WI
804
Wintrust Investments
Illinois
$1.84M -$252K -4,152 -12%
AFGAS
805
Allegiance Financial Group Advisory Services
Virginia
$1.84M +$23.3K +384 +1%
BSB
806
Bangor Savings Bank
Maine
$1.82M +$7.05K +116 +0.4%
AAMC
807
Asset Allocation & Management Company
Illinois
$1.81M – – –
GC
808
Gilbert & Cook
Iowa
$1.81M -$101K -1,664 -5%
HG
809
Harbor Group
New Hampshire
$1.8M -$2.67K -44 -0.1%
CP
810
Camelot Portfolios
Ohio
$1.8M +$198K +3,256 +12%
HWA
811
Heritage Wealth Advisors
Virginia
$1.8M – – –
HP
812
Holistic Planning
Texas
$1.8M -$14.8K -244 -0.8%
BFA
813
Bragg Financial Advisors
North Carolina
$1.79M -$95.5K -1,572 -5%
CST
814
Charles Schwab Trust
Nevada
$1.78M -$132K -2,176 -7%
SWM
815
SeaCrest Wealth Management
New York
$1.78M +$305K +5,012 +21%
MW
816
Members Wealth
Pennsylvania
$1.78M +$1.53M +25,212 New
NEWAS
817
N.E.W. Advisory Services
Wisconsin
$1.77M -$228K -3,756 -11%
SAG
818
Spotlight Asset Group
Illinois
$1.76M – – –
LS
819
Leelyn Smith
Illinois
$1.75M – – –
LPAM
820
Lodestar Private Asset Management
California
$1.75M +$23.1K +380 +1%
CIA
821
Covington Investment Advisors
Pennsylvania
$1.75M +$40.4K +664 +2%
SP
822
Stablepoint Partners
Massachusetts
$1.75M +$135K +2,216 +9%
V
823
VeraBank
Texas
$1.75M – – –
KBFS
824
Kohmann Bosshard Financial Services
Ohio
$1.74M -$219K -3,612 -11%
SFA
825
Sequoia Financial Advisors
Ohio
$1.73M -$110K -1,816 -6%
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