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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1351
Whalerock Point Partners
Rhode Island
$261K – – –
SFC
1352
SYM Financial Corp
Indiana
$260K +$258K +4,708 +1,681%
MPPLM
1353
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$259K – – –
ASFA
1354
All Season Financial Advisors
Colorado
$259K -$50.5K -920 -16%
DJYG
1355
David J. Yvars Group
Florida
$259K – – –
FCH
1356
Freestone Capital Holdings
Washington
$259K +$7.68K +140 +3%
WFA
1357
WMG Financial Advisors
Tennessee
$258K – – –
HWP
1358
Hibernia Wealth Partners
Louisiana
$257K +$271K +4,944 New
AA
1359
Argent Advisors
Louisiana
$256K +$15.4K +280 +6%
DSN
1360
D. Scott Neal
Kentucky
$255K +$269K +4,904 New
FWM
1361
Fairhaven Wealth Management
Illinois
$255K +$29.2K +532 +12%
YIA
1362
YHB Investment Advisors
Connecticut
$255K – – –
MA
1363
MKT Advisors
California
$254K +$31.1K +568 +13%
CSC
1364
Caldwell Sutter Capital
California
$254K +$17.1K +312 +7%
PMFA
1365
Plante Moran Financial Advisors
Michigan
$253K +$59.2K +1,080 +29%
WFS
1366
Weitzel Financial Services
Iowa
$252K -$35.1K -640 -11%
VC
1367
Vestor Capital
Illinois
$252K +$192K +3,492 +259%
LWM
1368
LJI Wealth Management
Indiana
$252K +$47.2K +860 +22%
HR
1369
Hardy Reed
Mississippi
$251K – – –
AWA
1370
Acorn Wealth Advisors
Michigan
$251K -$58.1K -1,060 -18%
ACM
1371
Allred Capital Management
Texas
$251K +$439 +8 +0.2%
LIM
1372
Lathrop Investment Management
Arkansas
$250K -$12.9K -236 -5%
CHJWM
1373
Carlton Hofferkamp & Jenks Wealth Management
Texas
$249K +$34K +620 +14%
BWA
1374
Bordeaux Wealth Advisors
California
$246K – – –
WTA
1375
Washington Trust Advisors
Massachusetts
$244K – – –
53 54
55
56 57