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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1126
Edmond de Rothschild Holding
Switzerland
$261K – – –
MFG
1127
Merit Financial Group
Georgia
$261K – – –
CCA
1128
Clearwater Capital Advisors
Illinois
$260K -$8.46K -140 -3%
CL
1129
COWA LLC
Oklahoma
$260K – – –
JFS
1130
JD Financial Services
Pennsylvania
$260K +$266K +4,396 New
FBC
1131
Fairfield, Bush & Co
Connecticut
$259K -$2.42K -40 -0.9%
SFG
1132
SNS Financial Group
Minnesota
$258K -$11.6K -192 -4%
EBT
1133
Enterprise Bank & Trust
Massachusetts
$255K – – –
CFG
1134
Cooper Financial Group
California
$254K -$74.9K -1,240 -22%
SL
1135
Salomon & Ludwin
Virginia
$253K +$48.3K +800 +23%
B
1136
Brightworth
Georgia
$252K +$258K +4,272 New
RMAM
1137
Raab & Moskowitz Asset Management
New Jersey
$251K – – –
AFG
1138
Allegheny Financial Group
Pennsylvania
$250K +$483 +8 +0.2%
NB
1139
NBT Bank
New York
$247K – – –
AA
1140
Argent Advisors
Louisiana
$246K – – –
WTFG
1141
Wells Trecaso Financial Group
Ohio
$246K – – –
UAS
1142
United Asset Strategies
New York
$244K -$4.11K -68 -2%
STA
1143
Summit Trail Advisors
New York
$243K -$133K -2,200 -35%
USCWA
1144
U.S. Capital Wealth Advisors
Texas
$243K +$248K +4,112 New
BIAS
1145
Beacon Investment Advisory Services
New Jersey
$240K – – –
LWA
1146
Lineweaver Wealth Advisors
Ohio
$239K +$483 +8 +0.2%
CYG
1147
Clean Yield Group
Vermont
$239K +$122K +2,016 +100%
NP
1148
NorthRock Partners
Minnesota
$239K +$161K +2,668 New
SFA
1149
Sequoia Financial Advisors
Ohio
$238K -$3.36M -55,668 -93%
OPCM
1150
Osborne Partners Capital Management
California
$238K -$62.8K -1,040 -21%
44 45
46
47 48