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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1226
Ironwood Investment Counsel
Arizona
$264K – – –
SAM
1227
Summit Asset Management
Tennessee
$262K -$108K -2,000 -27%
BAM
1228
Byrne Asset Management
New Jersey
$261K -$62.7K -1,160 -18%
LSPW
1229
Lake Street Private Wealth
Illinois
$261K -$43K -796 -13%
SI
1230
Saxon Interests
Texas
$261K +$6.27K +116 +2%
WP
1231
WealthShield Partners
North Carolina
$260K +$54K +1,000 +23%
AWP
1232
Accretive Wealth Partners
New Jersey
$259K +$78.5K +1,452 +38%
UCIG
1233
Ulrich Consultants & Investment Group
New Mexico
$259K +$285K +5,268 New
SW
1234
SkyOak Wealth
Michigan
$257K – – –
SFA
1235
Seneca Financial Advisors
New York
$257K -$91.4K -1,692 -24%
IDA
1236
Intelligence Driven Advisers
California
$254K -$25.7K -476 -9%
PTP
1237
Platform Technology Partners
New York
$254K +$71.1K +1,316 +34%
MFG
1238
Monumental Financial Group
Maryland
$253K +$1.3K +24 +0.5%
SCA
1239
Stonebridge Capital Advisors
Minnesota
$252K -$28.5K -528 -9%
ZB
1240
Zions Bancorporation
Utah
$251K -$694K -12,852 -72%
AA
1241
Advisory Alpha
Michigan
$251K +$275K +5,088 New
WLPWM
1242
Walled Lake Planning & Wealth Management
Illinois
$250K +$38.3K +708 +16%
GEA
1243
Glen Eagle Advisors
New Jersey
$249K -$54.7K -1,012 -17%
BCMLT
1244
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K – – –
JAG
1245
Journey Advisory Group
Kentucky
$249K +$250K +4,624 New
PWA
1246
Physician Wealth Advisors
Utah
$248K -$45.2K -836 -15%
SCA
1247
Stokes Capital Advisors
South Carolina
$248K – – –
IGWM
1248
ICA Group Wealth Management
Colorado
$248K +$11.5K +212 +5%
DJYG
1249
David J. Yvars Group
Florida
$248K +$13.4K +248 +5%
BCI
1250
Brinker Capital Investments
Pennsylvania
$247K -$19.9K -368 -7%
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