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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1101
HHM Wealth Advisors
Tennessee
$265K +$11.6K +200 +5%
AWP
1102
Accretive Wealth Partners
New Jersey
$264K +$258K +4,448 New
TCOO
1103
Trust Company of Oklahoma
Oklahoma
$264K – – –
FCB
1104
First Command Bank
Texas
$262K -$6.03K -104 -2%
FCFS
1105
First Command Financial Services
Texas
$262K -$6.03K -104 -2%
EDRH
1106
Edmond de Rothschild Holding
Switzerland
$262K – – –
FBC
1107
Fairfield, Bush & Co
Connecticut
$262K – – –
MFG
1108
Merit Financial Group
Georgia
$262K +$256K +4,416 New
PFA
1109
Plotkin Financial Advisors
Maryland
$262K +$256K +4,412 New
RFA
1110
Reilly Financial Advisors
California
$260K +$927 +16 +0.4%
NCM
1111
Northwest Capital Management
Oregon
$258K -$4.17K -72 -2%
CL
1112
COWA LLC
Oklahoma
$258K – – –
IA
1113
Insight Advisors
Pennsylvania
$256K -$27.8K -480 -10%
EBT
1114
Enterprise Bank & Trust
Massachusetts
$256K +$37.1K +640 +17%
BOPW
1115
Brandywine Oak Private Wealth
Pennsylvania
$255K +$250K +4,312 New
FIA
1116
Foundations Investment Advisors
Arizona
$253K +$27.6K +476 +13%
MIM
1117
Marco Investment Management
Georgia
$252K -$60.3K -1,040 -20%
CRI
1118
Colonial River Investments
Virginia
$252K +$246K +4,248 New
RMAM
1119
Raab & Moskowitz Asset Management
New Jersey
$251K -$27.6K -476 -10%
MAM
1120
McLean Asset Management
Virginia
$251K – – –
AFG
1121
Allegheny Financial Group
Pennsylvania
$250K +$244K +4,216 New
MCM
1122
McMillion Capital Management
North Carolina
$249K -$155K -2,668 -39%
UAS
1123
United Asset Strategies
New York
$248K -$5.1K -88 -2%
ZIM
1124
Zacks Investment Management
Illinois
$248K +$242K +4,180 New
RA
1125
Riverstone Advisors
Texas
$247K -$11.6K -200 -5%
43 44
45
46 47