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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1601
Dearborn Partners
Illinois
$266K – – –
APW
1602
Acima Private Wealth
Virginia
$266K – – –
KCPG
1603
Kavar Capital Partners Group
Kansas
$265K +$6.03K +96 +2%
TWM
1604
Tolleson Wealth Management
Texas
$265K – – –
SAM
1605
Summit Asset Management
Tennessee
$264K – – –
FNA
1606
First National Advisers
Nebraska
$264K +$4.27K +68 +2%
SC
1607
Searle & Co
Connecticut
$264K – – –
LWCFA
1608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$264K – – –
ASFA
1609
All Season Financial Advisors
Colorado
$263K +$8.04K +128 +3%
CWM
1610
Cedar Wealth Management
California
$263K +$12.6K +200 +5%
MAA
1611
Matrix Asset Advisors
New York
$261K +$25.4K +404 +11%
IFPG
1612
Intrepid Financial Planning Group
Indiana
$260K -$80.6K -1,284 -25%
SFP
1613
Strategic Financial Planning
Texas
$257K – – –
FTIS
1614
First Trust Investment Solutions
Florida
$257K – – –
RIP
1615
RAM Investment Partners
Washington
$257K -$204K -3,248 -45%
JCM
1616
Janney Capital Management
Pennsylvania
$255K – – –
GWA
1617
Gibson Wealth Advisors
Texas
$255K -$88.2K -1,404 -27%
NPF
1618
Norris Perne & French
Michigan
$254K – – –
UB
1619
Umpqua Bank
Oregon
$254K – – –
IF
1620
Integrity Financial
Wyoming
$253K +$17.6K +280 +8%
TAM
1621
Tocqueville Asset Management
New York
$253K +$251 +4 +0.1%
B
1622
Bensler
Washington
$253K -$18.6K -296 -7%
GWA
1623
Geometric Wealth Advisors
District of Columbia
$252K – – –
BCMLT
1624
Beacon Capital Management LLC (Tennessee)
Tennessee
$252K +$55K +876 +30%
TBNY
1625
Trustco Bank (New York)
New York
$252K – – –
63 64
65
66 67