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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1526
Naples Global Advisors
Florida
$429K +$9.13K +136 +2%
CF
1527
Convergence Financial
Missouri
$429K +$23.6K +352 +6%
HWM
1528
Heirloom Wealth Management
Colorado
$427K – – –
CFMC
1529
Curbstone Financial Management Corp
New Hampshire
$427K -$26.8K -400 -6%
FBC
1530
Fairfield, Bush & Co
Connecticut
$427K +$89.1K +1,328 +25%
ET
1531
Equitable Trust
Tennessee
$425K +$442K +6,580 New
LCM
1532
Logan Capital Management
Pennsylvania
$425K – – –
OW
1533
Olistico Wealth
Oklahoma
$425K -$132K -1,964 -23%
HR
1534
Hardy Reed
Mississippi
$424K – – –
NSIM
1535
North Star Investment Management
Illinois
$421K +$72.2K +1,076 +20%
WI
1536
Westbourne Investments
Virginia
$419K – – –
VPP
1537
Vertex Planning Partners
Illinois
$418K +$15K +224 +4%
CF
1538
Centaurus Financial
California
$417K -$97.2K -1,448 -18%
AIC
1539
Allodium Investment Consultants
Minnesota
$414K +$805 +12 +0.2%
CPW
1540
Cove Private Wealth
New York
$414K – – –
QWM
1541
Quadcap Wealth Management
Texas
$413K -$194K -2,884 -31%
FFG
1542
Fortem Financial Group
California
$413K +$40.3K +600 +10%
BOJHT
1543
Bank of Jackson Hole Trust
Wyoming
$412K +$2.15K +32 +0.5%
EFG
1544
Elm3 Financial Group
Georgia
$411K +$112K +1,668 +36%
AF
1545
Apexium Financial
Texas
$409K +$147K +2,196 +53%
IPA
1546
Investment Planning Advisors
Georgia
$409K +$38.1K +568 +10%
PFBT
1547
Parkside Financial Bank & Trust
Missouri
$409K +$21.7K +324 +5%
MCM
1548
MontVue Capital Management
Virginia
$406K – – –
JPG
1549
Jordan Park Group
California
$406K – – –
RW
1550
RVW Wealth
California
$406K -$53.7K -800 -11%
60 61
62
63 64