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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1051
Columbia Trust
Oregon
$315K -$40.6K -700 -12%
VWM
1052
Venturi Wealth Management
Texas
$315K +$85.5K +1,476 +39%
KM
1053
Kalos Management
Georgia
$314K -$92K -1,588 -23%
CPFP
1054
Clear Perspectives Financial Planning
Ohio
$314K – – –
RA
1055
Rodgers & Associates
Pennsylvania
$314K – – –
RWA
1056
River Wealth Advisors
Pennsylvania
$312K -$464 -8 -0.2%
SW
1057
SkyOak Wealth
Michigan
$309K – – –
FFA
1058
Founders Financial Alliance
North Carolina
$307K +$927 +16 +0.3%
OWM
1059
Orgel Wealth Management
Wisconsin
$306K – – –
FWCM
1060
Ferguson Wellman Capital Management
Oregon
$301K – – –
GIA
1061
Guyasuta Investment Advisors
Pennsylvania
$301K – – –
OPCM
1062
Osborne Partners Capital Management
California
$300K -$33.6K -580 -10%
CCM
1063
Crossvault Capital Management
Texas
$299K – – –
SCA
1064
Stokes Capital Advisors
South Carolina
$298K -$116K -2,000 -28%
C
1065
Certuity
Florida
$297K -$75.8K -1,308 -21%
FCBT
1066
First Citizens Bank & Trust
North Carolina
$296K -$8.11K -140 -3%
MPPLM
1067
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$296K +$289K +4,980 New
PB
1068
Pinnacle Bancorp
Nebraska
$293K -$2.32K -40 -0.8%
IWMA
1069
Ironwood Wealth Management (Arizona)
Arizona
$292K – – –
VAS
1070
Vestmark Advisory Solutions
Massachusetts
$292K +$65.8K +1,136 +30%
CWM
1071
Cedar Wealth Management
California
$292K +$103K +1,780 +57%
CSIC
1072
Clifford Swan Investment Counsel
California
$290K +$464 +8 +0.2%
FWM
1073
Frontier Wealth Management
Missouri
$289K -$695 -12 -0.2%
FWP
1074
FAS Wealth Partners
Kansas
$286K – – –
YIA
1075
YHB Investment Advisors
Connecticut
$285K – – –
41 42
43
44 45