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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
1201
O'Rourke & Company
Massachusetts
$856K -$5.91K -88 -0.7%
KLI
1202
Kelman-Lazarov Inc
Tennessee
$852K +$189K +2,816 +27%
MWM
1203
Mascoma Wealth Management
New Hampshire
$851K -$31.9K -476 -3%
FCBT
1204
First Citizens Bank & Trust
North Carolina
$851K -$28.5K -424 -3%
SHFA
1205
SC&H Financial Advisors
Maryland
$849K – – –
KWS
1206
Keystone Wealth Services
California
$845K +$2.95K +44 +0.3%
BWM
1207
Blossom Wealth Management
California
$842K -$8.05K -120 -0.9%
NAM
1208
NTV Asset Management
West Virginia
$842K -$3.49K -52 -0.4%
AAS
1209
Annex Advisory Services
Wisconsin
$837K +$537 +8 +0.1%
BFS
1210
BridgePort Financial Solutions
Iowa
$834K +$64.4K +960 +8%
MC
1211
Moors & Cabot
Massachusetts
$833K +$236K +3,516 +38%
JCM
1212
Jacobi Capital Management
Pennsylvania
$831K +$350K +5,220 +68%
GC
1213
Garde Capital
Washington
$829K -$5.64K -84 -0.7%
MAS
1214
MPWM Advisory Solutions
Georgia
$829K – – –
OA
1215
Oxbow Advisors
Texas
$829K -$52.3K -780 -6%
GFP
1216
Guardian Financial Partners
California
$828K +$859K +12,804 New
MWA
1217
Muirfield Wealth Advisors
North Carolina
$827K +$3.76K +56 +0.4%
AF
1218
Atala Financial
California
$827K +$3.76K +56 +0.4%
BWA
1219
Bestgate Wealth Advisors
Maryland
$827K +$97.2K +1,448 +13%
DA
1220
Detalus Advisors
Missouri
$822K +$453K +6,744 +113%
MCCP
1221
Mission Creek Capital Partners
California
$822K -$764K -11,380 -47%
SL
1222
Sentinus LLC
Illinois
$821K +$147K +2,192 +21%
FA
1223
Fiduciary Alliance
South Carolina
$819K +$68.7K +1,024 +9%
TSMHT
1224
Thurston Springer Miller Herd & Titak
Indiana
$818K -$15.8K -236 -2%
AAMC
1225
Asset Allocation & Management Company
Illinois
$817K -$356K -5,300 -30%
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