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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1676
Main Management
California
$195K – – –
LFASL
1677
Lugano Financial Advisors SA (LFA)
Switzerland
$194K – – –
CMBA
1678
C.M. Bidwell & Associates
Hawaii
$194K – – –
RCM
1679
Richardson Capital Management
Wisconsin
$191K +$8.75K +144 +5%
DFA
1680
DHJJ Financial Advisors
Illinois
$189K – – –
GTAM
1681
Global Trust Asset Management
Florida
$188K – – –
TIM
1682
Tortoise Investment Management
New York
$183K -$12.4K -204 -6%
ITIM
1683
Indiana Trust & Investment Management
Indiana
$181K -$7.78K -128 -4%
HWA
1684
HHM Wealth Advisors
Tennessee
$179K – – –
BCMLT
1685
Beacon Capital Management LLC (Tennessee)
Tennessee
$178K +$3.4K +56 +2%
SN
1686
Sittner & Nelson
Oregon
$178K -$729 -12 -0.4%
GGI
1687
Godsey & Gibb Inc
Virginia
$176K +$176K +2,904 New
TSWM
1688
Tyler-Stone Wealth Management
Ohio
$175K +$243 +4 +0.1%
AIC
1689
Archer Investment Corporation
Indiana
$174K – – –
EWA
1690
EverSource Wealth Advisors
Alabama
$173K +$42.5K +700 +34%
VAG
1691
VisionPoint Advisory Group
Texas
$170K +$22.6K +372 +15%
RIL
1692
Rothschild Investment LLC
Illinois
$169K -$69.3K -1,140 -29%
SWM
1693
Sugarloaf Wealth Management
Georgia
$165K -$17.5K -288 -10%
KFI
1694
Key Financial Inc
Pennsylvania
$164K +$5.83K +96 +4%
HGERS
1695
Householder Group Estate & Retirement Specialist
Arizona
$164K -$6.81K -112 -4%
RA
1696
Rise Advisors
New York
$159K – – –
MFA
1697
Morling Financial Advisors
California
$158K – – –
TH
1698
TCTC Holdings
Texas
$154K +$486 +8 +0.3%
RLIM
1699
Red Lighthouse Investment Management
New York
$151K – – –
SS
1700
Sunbelt Securities
Texas
$150K +$22.1K +364 +17%
66 67
68
69 70