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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1176
Nicolet Bankshares
Wisconsin
$225K – – –
OCM
1177
Orser Capital Management
Texas
$225K – – –
WPC
1178
Waters Parkerson & Co
Louisiana
$225K – – –
LA
1179
Latitude Advisors
Florida
$225K +$230K +3,800 New
MWM
1180
Mascoma Wealth Management
New Hampshire
$224K – – –
BMCM
1181
Bryn Mawr Capital Management
Pennsylvania
$224K +$242 +4 +0.1%
PL
1182
Parthenon LLC
Kentucky
$223K – – –
PWM
1183
PRW Wealth Management
Massachusetts
$221K -$1.96M -32,492 -90%
MIM
1184
Marco Investment Management
Georgia
$221K -$30.2K -500 -12%
BFA
1185
Beaumont Financial Advisors
Massachusetts
$221K – – –
CAG
1186
Csenge Advisory Group
Florida
$221K – – –
FPCP
1187
Fort Point Capital Partners
California
$221K +$226K +3,740 New
MAM
1188
Meeder Asset Management
Ohio
$220K +$72.3K +1,196 +47%
PP
1189
Palladium Partners
Virginia
$219K – – –
SWM
1190
Sugarloaf Wealth Management
Georgia
$219K +$483 +8 +0.2%
HIA
1191
Harbor Investment Advisory
Maryland
$219K +$128K +2,116 +134%
PWS
1192
Peloton Wealth Strategists
Indiana
$218K +$223K +3,688 New
SCA
1193
Snowden Capital Advisors
New York
$218K -$107K -1,772 -33%
TP
1194
Tranquility Partners
Tennessee
$217K +$221K +3,660 New
ML
1195
McAdam LLC
Pennsylvania
$215K -$129K -2,140 -37%
COF
1196
Capital One Financial
Virginia
$215K – – –
CCM
1197
Cribstone Capital Management
Maine
$213K -$5.08K -84 -2%
CNFG
1198
Creegan & Nassoura Financial Group
New Hampshire
$213K – – –
JWBC
1199
J.W. Burns & Co
New York
$213K – – –
BOPW
1200
Brandywine Oak Private Wealth
Pennsylvania
$211K -$44.5K -736 -17%
46 47
48
49 50