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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1101
Chapin Davis
Maryland
$1.1M – – –
GSWM
1102
Golden State Wealth Management
California
$1.1M +$1.13M +16,652 New
WEG
1103
World Equity Group
Illinois
$1.1M +$582K +8,580 +107%
AL
1104
ACAS LLC
California
$1.09M -$60.3K -888 -5%
TFM
1105
TFC Financial Management
Massachusetts
$1.09M +$3.26K +48 +0.3%
CWA
1106
CJM Wealth Advisers
Virginia
$1.09M – – –
AL
1107
Aspiriant LLC
California
$1.09M -$153K -2,252 -12%
FCIM
1108
Fairview Capital Investment Management
California
$1.09M +$24.4K +360 +2%
MWA
1109
MN Wealth Advisors
Kansas
$1.09M +$1.12M +16,472 New
EF
1110
Empowered Funds
Pennsylvania
$1.08M – – –
EWM
1111
Empirical Wealth Management
Washington
$1.08M -$104K -1,536 -9%
DFA
1112
Delta Financial Advisors
Louisiana
$1.08M -$20.6K -304 -2%
ABTD
1113
Arvest Bank Trust Division
Oklahoma
$1.08M -$1.36M -19,972 -55%
AGC
1114
Aspen Grove Capital
Colorado
$1.08M +$68.7K +1,012 +7%
GWM
1115
Greenhouse Wealth Management
Connecticut
$1.07M +$15.5K +228 +1%
FTWA
1116
Fifth Third Wealth Advisors
Ohio
$1.07M +$87.2K +1,284 +9%
BHIA
1117
Birch Hill Investment Advisors
Massachusetts
$1.07M -$2.17K -32 -0.2%
CT
1118
Coastline Trust
Rhode Island
$1.07M +$107K +1,572 +11%
MADFP
1119
Michael A Dubis Financial Planning
Wisconsin
$1.07M +$1.1M +16,196 New
LFA
1120
Longview Financial Advisors
Alabama
$1.07M – – –
FSA
1121
Fort Sheridan Advisors
Illinois
$1.06M +$77.7K +1,144 +8%
AA
1122
Aire Advisors
California
$1.06M +$134K +1,980 +14%
AFG
1123
Allegheny Financial Group
Pennsylvania
$1.06M +$78.2K +1,152 +8%
MMCM
1124
Murphy & Mullick Capital Management
New York
$1.06M +$1.09M +16,004 New
PFSC
1125
Peoples Financial Services Corp
Pennsylvania
$1.05M – – –
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