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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1276
Palisade Asset Management
Minnesota
$493K – – –
TSS
1277
Two Sigma Securities
New York
$491K +$493K +8,108 New
JSW
1278
Journey Strategic Wealth
New Jersey
$491K +$66.4K +1,092 +16%
SWM
1279
SFG Wealth Management
Maryland
$490K +$972 +16 +0.2%
MWP
1280
Meridian Wealth Partners
Pennsylvania
$490K -$41.1K -676 -8%
NPT
1281
Nixon Peabody Trust
Massachusetts
$489K -$401K -6,592 -45%
SEM
1282
Strategic Equity Management
Arizona
$488K +$159K +2,624 +48%
SWP
1283
SIMA Wealth Partners
Virginia
$486K +$488K +8,032 New
CCP
1284
Clarity Capital Partners
California
$483K +$59.8K +984 +14%
AG
1285
Ascent Group
Virginia
$481K -$74.4K -1,224 -13%
1WA
1286
180 Wealth Advisors
Washington
$480K -$2.43K -40 -0.5%
FNWM
1287
Financial Network Wealth Management
Utah
$480K +$481K +7,916 New
QCM
1288
Quantinno Capital Management
New York
$477K -$78K -1,284 -14%
PWW
1289
Pettyjohn Wood & White
Virginia
$476K -$15.6K -256 -3%
EAM
1290
Empirical Asset Management
Massachusetts
$476K +$478K +7,860 New
PIM
1291
Penobscot Investment Management
Massachusetts
$475K – – –
OWA
1292
Octavia Wealth Advisors
Ohio
$475K +$12.9K +212 +3%
BIM
1293
Baldwin Investment Management
Pennsylvania
$474K -$37.7K -620 -7%
FCIM
1294
Fairview Capital Investment Management
California
$472K – – –
FIB
1295
First Interstate Bank
Montana
$472K +$57.1K +940 +14%
CCT
1296
Capital City Trust
Florida
$472K +$474K +7,800 New
MCM
1297
Magnolia Capital Management
New York
$472K – – –
UL
1298
Unionview LLC
Washington
$468K +$30.9K +508 +7%
PMG
1299
Private Management Group
California
$463K +$465K +7,648 New
SFP
1300
Sterling Financial Planning
New Jersey
$461K -$7.05K -116 -2%
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