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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1101
Oakworth Capital
Alabama
$445K – – –
APG
1102
Abacus Planning Group
South Carolina
$444K – – –
BWM
1103
Blossom Wealth Management
California
$444K +$158K +2,528 +57%
LRPA
1104
L. Roy Papp & Associates
Arizona
$442K -$12.5K -200 -3%
RWM
1105
Raffa Wealth Management
District of Columbia
$441K +$1.5K +24 +0.3%
BAM
1106
Byrne Asset Management
New Jersey
$440K +$433K +6,904 New
NGA
1107
Naples Global Advisors
Florida
$439K – – –
1WA
1108
180 Wealth Advisors
Washington
$435K +$5.77K +92 +1%
GP
1109
Girard Partners
Pennsylvania
$435K +$22.6K +360 +6%
BI
1110
Blooom Inc
Kansas
$433K +$498K +7,948 +159%
GKWIM
1111
Gerber Kawasaki Wealth & Investment Management
California
$430K +$37.6K +600 +10%
JPLA
1112
Joseph P. Lucia & Associates
New York
$429K +$231K +3,680 +120%
CL
1113
CPWM LLC
Washington
$429K +$455K +7,252 New
ACM
1114
Ategra Capital Management
Virginia
$425K – – –
BWM
1115
Birchcreek Wealth Management
Ohio
$425K -$7.52K -120 -2%
CAM
1116
Concorde Asset Management
Michigan
$425K +$11.8K +188 +3%
WA
1117
WP Advisors
California
$424K – – –
TVWM
1118
Tower View Wealth Management
Wisconsin
$423K +$6.52K +104 +2%
RPGK
1119
Retirement Planning Group (Kansas)
Kansas
$423K +$21.8K +348 +6%
PTC
1120
Philadelphia Trust Company
Pennsylvania
$423K +$416K +6,640 New
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$421K – – –
HWM
1122
Howard Wealth Management
Connecticut
$420K +$752 +12 +0.2%
EA
1123
Ellsworth Advisors
Ohio
$419K – – –
WLPWM
1124
Walled Lake Planning & Wealth Management
Illinois
$419K +$272K +4,344 +194%
CPA
1125
Cardiff Park Advisors
California
$419K +$412K +6,572 New
43 44
45
46 47