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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
VR
1001
Vision Retirement
New Jersey
$2.29M -$253K -3,266 -10%
SWA
1002
Sax Wealth Advisors
New Jersey
$2.28M -$1.34M -17,341 -69%
AFS
1003
AFG Fiduciary Services
Massachusetts
$2.27M -$74K -954 -3%
EFL
1004
ERn Financial LLC
Wisconsin
$2.27M -$131K -1,685 -6%
CIA
1005
Choate Investment Advisors
Massachusetts
$2.27M -$200K -2,579 -8%
AIM
1006
AMI Investment Management
Indiana
$2.25M +$62.6K +808 +3%
FCM
1007
Fortis Capital Management
Washington
$2.23M +$4.73K +61 +0.2%
DWT
1008
Dorsey & Whitney Trust
South Dakota
$2.23M -$6.98K -90 -0.3%
SSW
1009
Stone Summit Wealth
Florida
$2.22M -$19.6K -253 -0.9%
BWIA
1010
Bryant Woods Investment Advisors
New York
$2.2M +$2.12M +27,283 New
PL
1011
Plancorp LLC
Missouri
$2.18M -$99.2K -1,280 -5%
RCM
1012
RMR Capital Management
California
$2.18M +$38.1K +492 +2%
MF
1013
Montis Financial
Massachusetts
$2.18M – – –
MWM
1014
MY Wealth Management
Maryland
$2.17M -$2.66M -34,343 -56%
OFG
1015
Orcam Financial Group
California
$2.17M +$1.5M +19,310 +254%
RIP
1016
Reliant Investment Partners
North Carolina
$2.17M -$67.1K -866 -3%
VFG
1017
Victory Financial Group
Texas
$2.16M -$195K -2,510 -9%
RT
1018
Rockland Trust
Massachusetts
$2.16M -$20.5K -264 -1%
WIA
1019
Wetzel Investment Advisors
Indiana
$2.16M -$78.1K -1,008 -4%
ACA
1020
Atlas Capital Advisors
Wyoming
$2.15M -$19K -245 -0.9%
SPA
1021
Sentinel Pension Advisors
Massachusetts
$2.15M -$2.56K -33 -0.1%
NLP
1022
Next Level Private
New York
$2.14M -$7.29K -94 -0.4%
HFO
1023
Heritage Family Offices
Arizona
$2.14M +$692K +8,932 +51%
PEWA
1024
Pacific Excel Wealth Advisors
California
$2.14M +$2.06M +26,580 New
CCWM
1025
Cassaday & Co Wealth Management
Virginia
$2.13M -$5.81K -75 -0.3%
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