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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1001
Regal Investment Advisors
Michigan
– -$2.6M -58,308 Closed
Janus Henderson Group
1002
Janus Henderson Group
– -$2.45M -54,900 Closed
AI
1003
Atria Investments
North Carolina
– -$2.37M -53,176 Closed
JG
1004
Jefferies Group
New York
– -$2.31M -51,976 Closed
BZWA
1005
Blue Zone Wealth Advisors
California
– -$1.78M -40,012 Closed
CIM
1006
Cambria Investment Management
California
– -$1.53M -34,280 Closed
PD
1007
Planning Directions
Pennsylvania
– -$1.3M -29,300 Closed
MPPLM
1008
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$309K -28,056 Closed
PAS
1009
Park Avenue Securities
New York
– -$1.09M -24,476 Closed
CRCM
1010
Corbett Road Capital Management
Virginia
– -$1.03M -23,036 Closed
ACM
1011
Azimuth Capital Management
Michigan
– -$897K -20,144 Closed
TI
1012
Truepoint Inc
Ohio
– -$831K -18,664 Closed
ASW
1013
Astoria Strategic Wealth
Texas
– -$775K -17,380 Closed
SAM
1014
Silvercrest Asset Management
New York
– -$753K -16,908 Closed
IC
1015
IEQ Capital
California
– -$747K -16,772 Closed
B
1016
Brightworth
Georgia
– -$661K -14,836 Closed
PAM
1017
Peak Asset Management
Colorado
– -$638K -14,324 Closed
WFG
1018
Wills Financial Group
Virginia
– -$566K -12,704 Closed
BEC
1019
Blue Edge Capital
Virginia
– -$557K -12,500 Closed
SEIA
1020
Signature Estate & Investment Advisors
California
– -$554K -12,432 Closed
KA
1021
Klingman & Associates
New York
– -$553K -12,420 Closed
EF
1022
Empirical Finance
Pennsylvania
– -$550K -12,344 Closed
LCM
1023
Liberty Capital Management
Michigan
– -$523K -11,740 Closed
FWCM
1024
Ferguson Wellman Capital Management
Oregon
– -$519K -11,644 Closed
PWP
1025
Principle Wealth Partners
Connecticut
– -$502K -11,260 Closed
39 40
41
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