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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
1801
Umpqua Bank
Oregon
$369K – – –
SLWM
1802
Stone Loft Wealth Management
Pennsylvania
$369K +$370K +5,080 New
SFA
1803
Seneca Financial Advisors
New York
$368K – – –
CSIC
1804
Clifford Swan Investment Counsel
California
$367K +$14.5K +200 +4%
CA
1805
Claro Advisors
Massachusetts
$364K -$59.1K -812 -14%
EP
1806
Essential Partners
California
$364K – – –
WPP
1807
Whalerock Point Partners
Rhode Island
$364K – – –
AWM
1808
Austin Wealth Management
Texas
$363K -$148K -2,028 -29%
GWP
1809
Gateway Wealth Partners
Wisconsin
$360K +$99.5K +1,368 +38%
SVWG
1810
Shared Vision Wealth Group
United States
$360K – – –
UAG
1811
United Advisor Group
Ohio
$359K -$7.57K -104 -2%
TBNY
1812
Trustco Bank (New York)
New York
$358K – – –
AA
1813
Argent Advisors
Louisiana
$358K – – –
DJYG
1814
David J. Yvars Group
Florida
$356K – – –
AIA
1815
Ally Invest Advisors
North Carolina
$356K +$9.31K +128 +3%
RPWA
1816
Regent Peak Wealth Advisors
Georgia
$355K +$291 +4 +0.1%
ACP
1817
Aviance Capital Partners
Florida
$355K – – –
BI
1818
Breachway Investments
Rhode Island
$355K +$356K +4,892 New
OW
1819
Olistico Wealth
Oklahoma
$354K -$107K -1,468 -23%
FIT
1820
Financially in Tune
Massachusetts
$353K +$354K +4,864 New
I
1821
INVST
Indiana
$352K +$131K +1,796 +59%
PAM
1822
PCG Asset Management
New Jersey
$351K +$21.2K +292 +6%
ARA
1823
Approach Retirement Advisors
Alabama
$350K +$351K +4,832 New
SFP
1824
Shepherd Financial Partners
Massachusetts
$349K -$101K -1,392 -22%
OWMIAS
1825
One Wealth Management Investment & Advisory Services
Florida
$349K – – –
71 72
73
74 75