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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
1526
Berkeley Inc
Idaho
– -$472K -9,588 Closed
BAS
1527
Brown Advisory Securities
Maryland
– -$463K -9,416 Closed
HI
1528
Human Investing
Oregon
– -$454K -9,228 Closed
SFPG
1529
Stonebridge Financial Planning Group
Florida
– -$410K -8,316 Closed
CAG
1530
Compass Advisory Group
New York
– -$399K -8,096 Closed
KM
1531
Kalos Management
Georgia
– -$350K -7,040 Closed
BFIM
1532
Beese Fulmer Investment Management
Ohio
– -$334K -6,788 Closed
HCM
1533
Hutchinson Capital Management
California
– -$312K -6,340 Closed
MP
1534
McDonald Partners
Ohio
– -$286K -5,808 Closed
TWP
1535
Total Wealth Planning
Ohio
– -$276K -5,596 Closed
MCM
1536
Mill Capital Management
North Carolina
– -$269K -5,464 Closed
Advisory Alpha
1537
Advisory Alpha
Michigan
– -$251K -5,088 Closed
OCG
1538
Opus Capital Group
Ohio
– -$242K -4,908 Closed
SWMG
1539
Signature Wealth Management Group
Georgia
– -$239K -4,856 Closed
BWM
1540
BigSur Wealth Management
Florida
– -$238K -4,828 Closed
SIM
1541
Sadoff Investment Management
Wisconsin
– -$236K -4,800 Closed
Robertson Stephens Wealth Management
1542
Robertson Stephens Wealth Management
California
– -$230K -4,672 Closed
VWM
1543
Venturi Wealth Management
Texas
– -$228K -4,632 Closed
FAT
1544
First American Trust
California
– -$224K -4,548 Closed
PA
1545
Parkside Advisors
California
– -$224K -4,548 Closed
SA
1546
Sunesis Advisors
Kansas
– -$221K -4,484 Closed
RPGK
1547
Retirement Planning Group (Kansas)
Kansas
– -$219K -4,452 Closed
TCOO
1548
Trust Company of Oklahoma
Oklahoma
– -$219K -4,444 Closed
SFP
1549
Strategic Financial Partners
Oregon
– -$213K -4,320 Closed
BIAS
1550
Beacon Investment Advisory Services
New Jersey
– -$211K -4,292 Closed