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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1151
Janney Capital Management
Pennsylvania
$229K – – –
HFA
1152
Hoover Financial Advisors
Pennsylvania
$227K – – –
WPC
1153
Waters Parkerson & Co
Louisiana
$226K – – –
CGA
1154
Crescent Grove Advisors
Illinois
$226K +$221K +3,808 New
TWP
1155
Tempus Wealth Planning
California
$226K +$221K +3,812 New
NB
1156
Nicolet Bankshares
Wisconsin
$225K -$4.17K -72 -2%
MWM
1157
Mascoma Wealth Management
New Hampshire
$225K +$23.9K +412 +12%
OCM
1158
Orser Capital Management
Texas
$225K +$220K +3,800 New
RMCM
1159
Reynders McVeigh Capital Management
Massachusetts
$224K -$34.3K -592 -14%
BMCM
1160
Bryn Mawr Capital Management
Pennsylvania
$224K – – –
PL
1161
Parthenon LLC
Kentucky
$223K – – –
BFA
1162
Beaumont Financial Advisors
Massachusetts
$222K +$217K +3,740 New
AWM
1163
Aprio Wealth Management
Georgia
$221K +$216K +3,724 New
CAG
1164
Csenge Advisory Group
Florida
$220K +$214K +3,688 New
SLT
1165
St Louis Trust
Missouri
$220K +$214K +3,700 New
PP
1166
Palladium Partners
Virginia
$219K – – –
PCS
1167
Personal CFO Solutions
New Jersey
$219K – – –
SWM
1168
Sugarloaf Wealth Management
Georgia
$219K +$206K +3,552 +2,400%
FHC
1169
First Heartland Consultants
Missouri
$219K +$214K +3,684 New
CCM
1170
Cribstone Capital Management
Maine
$218K – – –
GPA
1171
Garrison Point Advisors
California
$218K +$213K +3,672 New
COF
1172
Capital One Financial
Virginia
$216K – – –
LFF
1173
Level Four Financial
Texas
$216K +$232 +4 +0.1%
CNFG
1174
Creegan & Nassoura Financial Group
New Hampshire
$214K +$209K +3,600 New
JWBC
1175
J.W. Burns & Co
New York
$214K +$209K +3,600 New
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47
48 49