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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1251
Root Financial Partners
California
$1.29M +$43.3K +558 +4%
LSWP
1252
Liberty Square Wealth Partners
Pennsylvania
$1.29M – – –
TF
1253
TME Financial
California
$1.29M -$73.3K -945 -6%
DACG
1254
Donor Advised Charitable Giving
California
$1.28M – – –
GFP
1255
Gryphon Financial Partners
Ohio
$1.28M +$155 +2 +0%
WA
1256
Wealth Architects
California
$1.28M -$6.82K -88 -0.6%
CWA
1257
CJM Wealth Advisers
Virginia
$1.28M -$54.3K -700 -4%
EFG
1258
Elm3 Financial Group
Georgia
$1.28M -$10.9K -140 -0.9%
TCM
1259
TABR Capital Management
California
$1.28M +$40.1K +517 +3%
EFP
1260
Envision Financial Planning
Tennessee
$1.27M -$12.5K -161 -1%
HHWM
1261
Hiley Hunt Wealth Management
Nebraska
$1.27M -$12.9K -166 -1%
1CP
1262
17 Capital Partners
Arizona
$1.27M +$56.7K +731 +5%
CTI
1263
Community Trust & Investment
Kentucky
$1.27M – – –
SCA
1264
Stillwater Capital Advisors
Pennsylvania
$1.27M +$11.6K +150 +1%
SJGA
1265
Stephen J. Garry & Associates
New York
$1.26M -$13.2K -170 -1%
GC
1266
Grimes & Company
Massachusetts
$1.26M +$35K +451 +3%
RTC
1267
Riverview Trust Company
Washington
$1.26M – – –
NB
1268
NBT Bank
New York
$1.26M -$172K -2,220 -12%
CFG
1269
Clayton Financial Group
Missouri
$1.26M -$19.4K -250 -2%
PB
1270
Pinnacle Bancorp
Nebraska
$1.25M +$59.2K +764 +5%
FFM
1271
Forum Financial Management
Illinois
$1.25M +$461K +5,940 +62%
CP
1272
Camelot Portfolios
Ohio
$1.25M -$19.8K -256 -2%
MWA
1273
Medallion Wealth Advisors
Connecticut
$1.25M -$824K -10,629 -41%
TF
1274
Tenzing Financial
Virginia
$1.25M +$9.38K +121 +0.8%
WPW
1275
Waldron Private Wealth
Pennsylvania
$1.25M +$112K +1,441 +10%
49 50
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