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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
1126
Thomasville National Bank
Georgia
$453K – – –
SFG
1127
Sunburst Financial Group
Alabama
$451K +$451K +8,860 New
DWP
1128
Daymark Wealth Partners
Ohio
$451K +$451K +8,856 New
MLL
1129
Moody Lynn & Lieberson
Massachusetts
$451K +$452K +8,864 New
PAG
1130
Private Advisory Group
Washington
$451K -$34.6K -680 -7%
NA
1131
Nottingham Advisors
New York
$450K +$15.9K +312 +4%
WTB
1132
Washington Trust Bank
Washington
$446K -$147K -2,888 -25%
WP
1133
WealthShield Partners
North Carolina
$444K +$153K +3,000 +53%
SCM
1134
Snyder Capital Management
California
$443K +$443K +8,704 New
PFSC
1135
Peoples Financial Services Corp
Pennsylvania
$443K +$24.9K +488 +6%
HI
1136
Harper Investing
California
$442K -$446K -8,752 -50%
PSF
1137
Pacific Sun Financial
California
$442K -$2.04K -40 -0.5%
WSFS
1138
Wilmington Savings Fund Society
Delaware
$442K – – –
VWA
1139
VERITY Wealth Advisors
United States
$442K +$1.22K +24 +0.3%
T
1140
TNF
Montana
$440K -$7.13K -140 -2%
BB
1141
Busey Bank
Illinois
$438K -$12K -236 -3%
CPG
1142
Cornerstone Planning Group
New Jersey
$433K +$422K +8,284 New
BCM
1143
Basso Capital Management
Connecticut
$433K +$433K +8,500 New
FA
1144
Fiduciary Alliance
South Carolina
$432K +$432K +8,488 New
TAM
1145
Townsend Asset Management
North Carolina
$432K +$2.24K +44 +0.5%
TF
1146
Tompkins Financial
New York
$432K -$249K -4,880 -36%
PT
1147
Plimoth Trust
Massachusetts
$431K +$6.72K +132 +2%
MPW
1148
Monterey Private Wealth
California
$431K -$14.5K -284 -3%
MIA
1149
Milestone Investment Advisors
Wisconsin
$431K +$431K +8,452 New
FA
1150
Financial Alternatives
California
$430K +$430K +8,440 New
44 45
46
47 48