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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1801
Greenwood Capital Associates
South Carolina
$250K +$260K +3,868 New
GWA
1802
Gibson Wealth Advisors
Texas
$250K – – –
CA
1803
Calton & Associates
Florida
$249K +$259K +3,852 New
MWM
1804
Maridea Wealth Management
New York
$249K -$22.3K -332 -8%
NPF
1805
Norris Perne & French
Michigan
$249K – – –
TAM
1806
Tocqueville Asset Management
New York
$249K -$947K -14,116 -79%
SFC
1807
Strategic Financial Concepts
Texas
$249K -$56.6K -844 -18%
APA
1808
Astoria Portfolio Advisors
New York
$248K -$189K -2,812 -41%
EP
1809
Edgestream Partners
New Jersey
$247K +$257K +3,824 New
LWCFA
1810
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K – – –
TBC
1811
Ted Buchan & Co
California
$247K +$24.4K +364 +11%
RW
1812
Regimen Wealth
Georgia
$247K +$19.1K +284 +8%
TAM
1813
Townsend Asset Management
North Carolina
$246K -$61.2K -912 -19%
NC
1814
North Capital
Utah
$246K +$255K +3,800 New
BCA
1815
Ballentine Capital Advisors
South Carolina
$246K – – –
CWM
1816
CCG Wealth Management
California
$246K +$255K +3,800 New
TL
1817
Tradewinds LLC
North Carolina
$244K – – –
NPAN
1818
Northeast Planning Associates NH
New Hampshire
$244K -$1.61K -24 -0.6%
ASW
1819
Astoria Strategic Wealth
Texas
$243K +$8.32K +124 +3%
MCM
1820
Mendel Capital Management
Arkansas
$241K – – –
BIG
1821
Brooklyn Investment Group
New York
$241K +$116K +1,728 +86%
MAM
1822
McLean Asset Management
Virginia
$240K +$35.2K +524 +14%
GSB
1823
Greenfield Savings Bank
Massachusetts
$239K – – –
MFS
1824
Miller Financial Services
Michigan
$239K -$26.8K -400 -10%
PWG
1825
Portside Wealth Group
Utah
$239K -$24.7K -368 -9%
71 72
73
74 75