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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
1201
Hudson Value Partners
Florida
$267K – – –
KTM
1202
Keeler Thomas Management
Utah
$265K -$398K -7,612 -51%
GP
1203
Girard Partners
Pennsylvania
$265K -$50.2K -960 -15%
NP
1204
NorthRock Partners
Minnesota
$265K +$295K +5,648 New
GWA
1205
Gibson Wealth Advisors
Texas
$264K -$10.5K -200 -3%
LTL
1206
Lowery Thomas LLC
California
$264K +$1.25K +24 +0.4%
CAM
1207
Concorde Asset Management
Michigan
$262K -$4.81K -92 -2%
SIAG
1208
Safeguard Investment Advisory Group
California
$262K -$3.35K -64 -1%
WAM
1209
WNY Asset Management
New York
$261K -$205K -3,928 -42%
EWM
1210
EPG Wealth Management
Georgia
$261K -$3.35K -64 -1%
UCIG
1211
Ulrich Consultants & Investment Group
New Mexico
$261K +$15.1K +288 +5%
FNBOMD
1212
First National Bank of Mount Dora
Florida
$260K – – –
BMD
1213
Better Money Decisions
New Mexico
$260K +$164K +3,140 +131%
DPI
1214
Diversified Portfolios Inc
Michigan
$258K -$13.4K -256 -4%
AWM
1215
Avaii Wealth Management
Wisconsin
$258K – – –
FPCG
1216
Fort Pitt Capital Group
Pennsylvania
$258K – – –
CC
1217
Cannell & Co
New York
$257K – – –
FFWA
1218
FRG Family Wealth Advisors
Washington
$257K – – –
TWC
1219
TD Waterhouse Canada
Ontario, Canada
$256K -$239K -4,564 -48%
HS
1220
Horan Securities
United States
$256K +$209 +4 +0.1%
MWM
1221
Mascoma Wealth Management
New Hampshire
$256K +$209 +4 +0.1%
USCWA
1222
U.S. Capital Wealth Advisors
Texas
$255K – – –
C1AG
1223
Client 1st Advisory Group
Florida
$255K +$32.4K +620 +13%
BBNA
1224
Bremer Bank National Association
Minnesota
$254K – – –
CT
1225
Clearstead Trust
Maine
$254K +$234K +4,476 +480%
47 48
49
50 51