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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
1601
Donor Advised Charitable Giving
California
– -$1.43M -24,068 Closed
WFA
1602
Wipfli Financial Advisors
Wisconsin
– -$1.32M -22,268 Closed
FTUS
1603
Flow Traders U.S.
New York
– -$1.19M -20,160 Closed
CS
1604
Credit Suisse
Switzerland
– -$632K -10,668 Closed
SBH
1605
Segall Bryant & Hamill
Illinois
– -$577K -9,756 Closed
BCA
1606
Biltmore Capital Advisors
New Jersey
– -$521K -8,808 Closed
LFA
1607
Landmark Financial Advisors
Kentucky
– -$450K -8,140 Closed
BOS
1608
Bingham Osborn & Scarborough
California
– -$452K -7,640 Closed
RB
1609
Renasant Bank
Mississippi
– -$450K -7,600 Closed
SWM
1610
Soundmark Wealth Management
Washington
– -$396K -6,688 Closed
VAM
1611
Verity Asset Management
North Carolina
– -$343K -5,788 Closed
SAM
1612
Strategy Asset Managers
California
– -$326K -5,516 Closed
CL
1613
COWA LLC
Oklahoma
– -$260K -4,360 Closed
CFG
1614
Cooper Financial Group
California
– -$254K -4,296 Closed
NCM
1615
Northwest Capital Management
Oregon
– -$271K -4,288 Closed
UAS
1616
United Asset Strategies
New York
– -$244K -4,116 Closed
MFW
1617
Meristem Family Wealth
Minnesota
– -$232K -3,924 Closed
PCS
1618
Personal CFO Solutions
New Jersey
– -$232K -3,916 Closed
EPP
1619
ETF Portfolio Partners
Kansas
– -$232K -3,912 Closed
GC
1620
Grimes & Company
Massachusetts
– -$228K -3,856 Closed
TC
1621
TownSquare Capital
Utah
– -$227K -3,828 Closed
PWS
1622
Peloton Wealth Strategists
Indiana
– -$218K -3,688 Closed
MA
1623
MCF Advisors
Kentucky
– -$157K -2,648 Closed
LWM
1624
Liberty Wealth Management
California
– -$129K -2,184 Closed
PWA
1625
Phoenix Wealth Advisors
North Carolina
– -$121K -2,040 Closed
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