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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1776
Richardson Financial Services
Massachusetts
$120K – – –
NG
1777
NWK Group
California
$118K +$113K +1,792 New
ZB
1778
Zions Bancorporation
Utah
$118K – – –
CTWM
1779
Cherry Tree Wealth Management
Minnesota
$116K – – –
FRA
1780
Front Row Advisors
California
$115K +$3.52K +56 +3%
BIA
1781
Bell Investment Advisors
California
$113K -$5.02K -80 -4%
TPW
1782
Talon Private Wealth
Florida
$112K +$107K +1,704 New
FFA
1783
Frazier Financial Advisors
Ohio
$112K +$10K +160 +10%
GFPC
1784
Global Financial Private Client
Florida
$112K – – –
DP
1785
Denver PWM
Colorado
$109K – – –
BC
1786
Broadwater Capital
Massachusetts
$109K – – –
FAM
1787
Family Asset Management
South Carolina
$109K – – –
FPFS
1788
First Personal Financial Services
North Carolina
$109K – – –
DF
1789
DecisionPoint Financial
Arizona
$107K – – –
AT
1790
Avalon Trust
New Mexico
$105K +$100K +1,600 New
PP
1791
Pacifica Partners
Canada
$102K -$42.4K -676 -31%
PGAM
1792
Princeton Global Asset Management
New Jersey
$101K +$69.6K +1,108 +264%
PWM
1793
Provident Wealth Management
Tennessee
$99.2K – – –
LWANC
1794
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K +$2.01K +32 +2%
UFAC
1795
Urban Financial Advisory Corp
Illinois
$93.9K +$89.4K +1,424 New
FP
1796
Financial Perspectives
Minnesota
$90.9K +$9.79K +156 +13%
NRG
1797
Nemes Rush Group
Michigan
$89.2K +$25.4K +404 +39%
CTA
1798
Colonial Trust Advisors
South Carolina
$86.3K – – –
AWM
1799
Abound Wealth Management
Tennessee
$85.3K +$51.7K +824 +176%
MCA
1800
Maryland Capital Advisors
Maryland
$83.4K – – –
70 71
72
73 74