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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1101
Peoples Financial Services Corp
Pennsylvania
$1.2M +$45.4K +692 +4%
LC
1102
Luminist Capital
Michigan
$1.2M +$167K +2,544 +18%
NG
1103
Novem Group
New York
$1.2M +$94K +1,432 +9%
SC
1104
Schoolcraft Capital
Colorado
$1.19M -$26K -396 -2%
MWPCG
1105
Measured Wealth Private Client Group
New Hampshire
$1.19M -$39.6K -604 -3%
CWG
1106
Cornerstone Wealth Group
North Carolina
$1.19M -$21.8K -332 -2%
GC
1107
Grimes & Company
Massachusetts
$1.19M -$48.8K -744 -4%
EWA
1108
EverSource Wealth Advisors
Alabama
$1.18M -$14.2K -216 -1%
BTI
1109
Blue Trust Inc
Georgia
$1.18M +$316K +4,812 +40%
PMFA
1110
Plante Moran Financial Advisors
Michigan
$1.18M +$293K +4,460 +36%
ADL
1111
Asset Dedication LLC
California
$1.18M -$50.4K -768 -4%
KAS
1112
KPP Advisory Services
Kentucky
$1.18M -$91.6K -1,396 -8%
HIA
1113
Harbor Investment Advisory
Maryland
$1.17M -$61.7K -940 -5%
CPRC
1114
Consolidated Portfolio Review Corp
New York
$1.17M +$3.15K +48 +0.3%
SWA
1115
Strategies Wealth Advisors
Michigan
$1.17M -$154K -2,352 -12%
CD
1116
Chapin Davis
Maryland
$1.17M +$34.7K +528 +3%
GLA
1117
Good Life Advisors
Pennsylvania
$1.16M +$204K +3,104 +23%
BHIA
1118
Birch Hill Investment Advisors
Massachusetts
$1.16M – – –
KWA
1119
Kellett Wealth Advisors
Ohio
$1.16M -$28.1K -428 -3%
CWM
1120
Centricity Wealth Management
Ohio
$1.16M – – –
TFM
1121
TFC Financial Management
Massachusetts
$1.16M -$2.1K -32 -0.2%
CWA
1122
CJM Wealth Advisers
Virginia
$1.16M -$2.36K -36 -0.2%
MF
1123
Midwestern Financial
Iowa
$1.15M +$1.08M +16,396 New
IA
1124
IFG Advisory
Georgia
$1.15M -$33.6K -512 -3%
KOC
1125
Koss-Olinger Consulting
Florida
$1.14M -$126K -1,912 -10%
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45
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