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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
1001
Vantage Financial Partners (Wisconsin)
Wisconsin
$605K +$25.1K +428 +4%
BAS
1002
Brown Advisory Securities
Maryland
$604K – – –
BA
1003
BCM Advisors
Louisiana
$601K +$704 +12 +0.1%
PO
1004
Private Ocean
California
$600K – – –
GG
1005
Gofen & Glossberg
Illinois
$599K -$117K -2,000 -17%
QCG
1006
Quadrant Capital Group
Ohio
$598K -$20.7K -352 -3%
PC
1007
Pecaut & Co
Iowa
$596K +$493K +8,408 +520%
ACA
1008
Atlas Capital Advisors
Wyoming
$595K +$17.8K +304 +3%
T
1009
TNF
Montana
$595K -$2.11K -36 -0.3%
WAM
1010
WNY Asset Management
New York
$589K -$162K -2,760 -22%
ICP
1011
Interchange Capital Partners
Pennsylvania
$584K +$41.3K +704 +8%
MC
1012
Moors & Cabot
Massachusetts
$580K -$12.4K -212 -2%
DI
1013
Diligent Investors
California
$580K -$4.46K -76 -0.8%
TAM
1014
Townsend Asset Management
North Carolina
$580K +$1.64K +28 +0.3%
HAS
1015
HBW Advisory Services
California
$573K +$2.82K +48 +0.5%
MPW
1016
Monterey Private Wealth
California
$572K +$542K +9,232 +104%
WFA
1017
Wellspring Financial Advisors
Ohio
$570K -$138K -2,360 -20%
LNWWM
1018
Laird Norton Wetherby Wealth Management
California
$569K -$35.4K -604 -6%
WDG
1019
Wealth Dimensions Group
Ohio
$569K +$561K +9,568 New
AWM
1020
Accel Wealth Management
Iowa
$568K -$83.8K -1,428 -13%
AWA
1021
Acorn Wealth Advisors
Michigan
$568K -$17.4K -296 -3%
CWM
1022
Cahaba Wealth Management
Georgia
$568K +$390K +6,644 +178%
RFN
1023
Redwood Financial Network
Ohio
$567K +$560K +9,540 New
CAM
1024
Crestone Asset Management
Colorado
$565K – – –
KFP
1025
KMG Fiduciary Partners
Ohio
$564K -$5.63K -96 -1%
39 40
41
42 43