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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1676
Gimbal Financial
Indiana
$350K – – –
BWA
1677
Bordeaux Wealth Advisors
California
$348K – – –
DJYG
1678
David J. Yvars Group
Florida
$348K – – –
CWMGO
1679
Capstone Wealth Management Group (Oregon)
Oregon
$347K – – –
KPP
1680
Kings Path Partners
Texas
$346K – – –
DCM
1681
Donaldson Capital Management
Indiana
$346K -$12.1K -184 -4%
PFW
1682
Petros Family Wealth
Minnesota
$345K +$324K +4,936 New
CBT
1683
Crews Bank & Trust
Florida
$345K -$525 -8 -0.2%
AA
1684
Argent Advisors
Louisiana
$345K -$1.31K -20 -0.4%
BCA
1685
Bay Capital Advisors
Virginia
$344K +$2.36K +36 +0.7%
PWM
1686
Penobscot Wealth Management
Maine
$344K -$2.63K -40 -0.8%
FFA
1687
Frazier Financial Advisors
Ohio
$343K -$70.9K -1,080 -18%
CGPCS
1688
Capital Group Private Client Services
California
$343K +$322K +4,904 New
LMKC
1689
L.M. Kohn & Company
Ohio
$343K -$407K -6,204 -56%
HP
1690
HT Partners
Connecticut
$343K – – –
MWM
1691
Mindset Wealth Management
Indiana
$343K +$322K +4,904 New
PCA
1692
Providence Capital Advisors
North Carolina
$343K -$17.1K -260 -5%
ACP
1693
Aviance Capital Partners
Florida
$342K – – –
FTA
1694
Financial & Tax Architects
Missouri
$341K +$78.2K +1,192 +32%
FFBTD
1695
First Financial Bank - Trust Division
Ohio
$341K – – –
MPW
1696
MA Private Wealth
California
$341K +$320K +4,868 New
CSIC
1697
Clifford Swan Investment Counsel
California
$339K – – –
CHJWM
1698
Carlton Hofferkamp & Jenks Wealth Management
Texas
$336K -$9.45K -144 -3%
MA
1699
MKT Advisors
California
$336K -$12.3K -188 -4%
GFA
1700
Grunden Financial Advisory
Texas
$336K – – –
66 67
68
69 70