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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1026
Bard Financial Services
Connecticut
$599K – – –
ORC
1027
O'Rourke & Company
Massachusetts
$599K -$107K -2,016 -15%
DWMG
1028
DB Wealth Management Group
California
$599K -$3.62K -68 -0.6%
PWG
1029
Private Wealth Group
Florida
$596K – – –
SC
1030
Schoolcraft Capital
Colorado
$595K – – –
AP
1031
Americana Partners
Texas
$594K – – –
AFG
1032
Allegheny Financial Group
Pennsylvania
$593K +$18.9K +356 +3%
BWM
1033
Birchcreek Wealth Management
Ohio
$592K +$184K +3,452 +44%
LWCFA
1034
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$587K +$593K +11,140 New
WW
1035
Westshore Wealth
California
$587K -$28.3K -532 -5%
AA
1036
Aufman Associates
Pennsylvania
$586K +$2.34K +44 +0.4%
MFG
1037
Merit Financial Group
Georgia
$584K -$472K -8,872 -44%
CF
1038
Cantor Fitzgerald
New York
$580K -$477K -8,964 -45%
CIA
1039
Capital Investment Advisors
Georgia
$580K -$171K -3,212 -23%
LDB
1040
Lee, Danner & Bass
Tennessee
$578K – – –
MPCG
1041
Matrix Private Capital Group
New York
$569K -$224K -4,212 -28%
TNB
1042
Thomasville National Bank
Georgia
$569K +$101K +1,900 +21%
FB
1043
Fulton Bank
Pennsylvania
$568K +$10.2K +192 +2%
ML
1044
Mayport LLC
Massachusetts
$566K – – –
MPM
1045
Meritage Portfolio Management
Kansas
$564K -$7.24K -136 -1%
PFBT
1046
Parkside Financial Bank & Trust
Missouri
$563K +$71.7K +1,348 +14%
CSPAM
1047
Cary Street Partners Asset Management
Virginia
$560K -$118K -2,224 -17%
WG
1048
Welch Group
Alabama
$558K -$8.3K -156 -1%
RCA
1049
Ranch Capital Advisors
Florida
$555K -$851 -16 -0.2%
TI
1050
Trexquant Investment
Connecticut
$554K +$309K +5,808 +123%
40 41
42
43 44