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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1301
Crossvault Capital Management
Texas
$265K – – –
HWA
1302
HHM Wealth Advisors
Tennessee
$265K – – –
GC
1303
Garde Capital
Washington
$265K +$18.3K +312 +8%
HFA
1304
High Falls Advisors
New York
$265K +$23.5K +400 +10%
MCM
1305
Morton Capital Management
California
$264K – – –
TCOO
1306
Trust Company of Oklahoma
Oklahoma
$264K – – –
NB
1307
NBT Bank
New York
$263K – – –
CAM
1308
Congress Asset Management
Massachusetts
$262K – – –
WPC
1309
Waters Parkerson & Co
Louisiana
$262K +$35.2K +600 +16%
CCA
1310
Clearwater Capital Advisors
Illinois
$261K -$235 -4 -0.1%
CAL
1311
Capital Advisors Ltd
Ohio
$261K – – –
GA
1312
Greenspring Advisors
Maryland
$261K – – –
FBC
1313
Fairfield, Bush & Co
Connecticut
$260K – – –
AIM
1314
Athena Investment Management
California
$260K +$256K +4,356 New
WLPWM
1315
Walled Lake Planning & Wealth Management
Illinois
$259K -$130K -2,220 -34%
SIMM
1316
Stillwater Investment Management (Minnesota)
Minnesota
$259K +$256K +4,356 New
SFP
1317
Strategic Financial Partners
Oregon
$257K -$8.45K -144 -3%
PWS
1318
Paragon Wealth Strategies
Florida
$256K +$8.21K +140 +3%
YWP
1319
YorkBridge Wealth Partners
New York
$256K +$19.5K +332 +8%
FCIM
1320
Fairview Capital Investment Management
California
$255K -$164K -2,800 -39%
TLFA
1321
True Link Financial Advisors
California
$255K +$704 +12 +0.3%
WP
1322
WealthShield Partners
North Carolina
$255K +$35K +596 +16%
CCA
1323
Cottonwood Capital Advisors
Utah
$252K -$13.6K -232 -5%
ML
1324
McAdam LLC
Pennsylvania
$252K +$37.1K +632 +17%
SL
1325
Salomon & Ludwin
Virginia
$251K – – –
51 52
53
54 55