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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
801
Welch & Forbes
Massachusetts
$2.68M +$12.1K +184 +0.5%
AFM
802
Abbot Financial Management
Massachusetts
$2.68M -$32.8K -500 -1%
SFS
803
Summit Financial Strategies
Ohio
$2.68M +$588K +8,952 +31%
CAWM
804
Capital Advisors Wealth Management
Washington
$2.66M +$51.7K +788 +2%
SF
805
SWP Financial
California
$2.66M -$24.2K -368 -1%
TCG
806
Transcendent Capital Group
Oklahoma
$2.65M +$4.2K +64 +0.2%
IPW
807
Intergy Private Wealth
Colorado
$2.65M +$184K +2,804 +8%
PA
808
PFW Advisors
Georgia
$2.64M -$190K -2,892 -7%
TCA
809
Transcend Capital Advisors
New Jersey
$2.64M -$110K -1,676 -4%
FLPIM
810
F.L. Putnam Investment Management
Massachusetts
$2.64M -$104K -1,580 -4%
WTB
811
Washington Trust Bank
Washington
$2.63M +$83K +1,264 +3%
MTIC
812
Missouri Trust & Investment Company
Missouri
$2.62M -$4.99K -76 -0.2%
PWMA
813
Pension & Wealth Management Advisors
Massachusetts
$2.62M +$22.8K +348 +0.9%
FAIM
814
Financial Advocates Investment Management
Washington
$2.61M +$328K +4,992 +15%
FT
815
Fiduciary Trust
Massachusetts
$2.61M -$60.1K -916 -2%
IP
816
Investment Partners
Ohio
$2.61M -$29.9K -456 -1%
CM
817
Columbus Macro
Pennsylvania
$2.61M – – –
SVWAG
818
Sound View Wealth Advisors Group
Georgia
$2.61M +$8.4K +128 +0.3%
SHGA
819
Sand Hill Global Advisors
California
$2.6M +$665K +10,128 +38%
MF
820
Montis Financial
Massachusetts
$2.59M -$525 -8 -0%
AWM
821
AAF Wealth Management
Massachusetts
$2.58M -$216K -3,292 -8%
FMII
822
Farmers & Merchants Investments Inc
Nebraska
$2.58M +$18.1K +276 +0.8%
MI
823
Moneywise Inc
Virginia
$2.56M -$5.59M -85,176 -70%
CWA
824
CM Wealth Advisors
Ohio
$2.56M – – –
WFA
825
West Financial Advisors
Iowa
$2.54M +$67.2K +1,024 +3%
31 32
33
34 35