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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1051
NBT Bank
New York
$218K +$204K +4,216 New
WTFG
1052
Wells Trecaso Financial Group
Ohio
$215K +$201K +4,160 New
LNWTC
1053
Laird Norton Wetherby Trust Company
Washington
$214K +$200K +4,132 New
MCM
1054
Murphy Capital Management
New Jersey
$214K +$201K +4,148 New
AP
1055
Atwood & Palmer
Missouri
$213K – – –
TI
1056
Trexquant Investment
Connecticut
$212K -$2.02M -41,728 -91%
RA
1057
Riverstone Advisors
Texas
$211K +$197K +4,076 New
BIAS
1058
Beacon Investment Advisory Services
New Jersey
$211K +$198K +4,080 New
WWM
1059
Western Wealth Management
Colorado
$210K -$101K -2,080 -34%
YWP
1060
YorkBridge Wealth Partners
New York
$209K +$196K +4,040 New
CPWA
1061
Cerro Pacific Wealth Advisors
California
$208K +$194K +4,016 New
AA
1062
Argent Advisors
Louisiana
$207K +$194K +4,000 New
CGL
1063
Clarius Group LLC
Washington
$207K +$194K +4,000 New
CPA
1064
Court Place Advisors
Maryland
$207K +$194K +4,008 New
LWA
1065
Lineweaver Wealth Advisors
Ohio
$207K +$194K +4,008 New
PGIM
1066
Pacific Global Investment Management
California
$206K +$193K +3,980 New
EW
1067
Element Wealth
Mississippi
$205K – – –
VAS
1068
Vestmark Advisory Solutions
Massachusetts
$204K +$191K +3,952 New
MWP
1069
Madison Wealth Partners
Wisconsin
$203K +$191K +3,936 New
EPP
1070
ETF Portfolio Partners
Kansas
$202K +$189K +3,912 New
CL
1071
CPWM LLC
Washington
$201K +$188K +3,880 New
LFF
1072
Level Four Financial
Texas
$201K +$188K +3,888 New
LWP
1073
Laurel Wealth Planning
Minnesota
$200K +$187K +3,868 New
CCM
1074
Cribstone Capital Management
Maine
$198K -$18K -372 -9%
GSAM
1075
Grant Street Asset Management
Pennsylvania
$198K +$185K +3,828 New
41 42
43
44 45