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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1826
Valley Brook Capital Group
Pennsylvania
$230K +$4.07K +60 +2%
DP
1827
Divergent Planning
Maryland
$230K – – –
TC
1828
Trust Company
Kansas
$229K – – –
TWM
1829
Tradition Wealth Management
Minnesota
$229K +$272 +4 +0.1%
IF
1830
Intrua Financial
Texas
$229K -$3.53K -52 -1%
BCM
1831
Basso Capital Management
Connecticut
$229K – – –
AFA
1832
Atlas Financial Advisors
California
$229K +$235K +3,468 New
LSIA
1833
LaSalle St. Investment Advisors
Illinois
$229K +$27.2K +400 +13%
WIP
1834
WealthCare Investment Partners
Rhode Island
$229K -$5.7K -84 -2%
CMP
1835
Courage Miller Partners
Virginia
$229K – – –
TBC
1836
Ted Buchan & Co
California
$228K – – –
PWP
1837
Prasad Wealth Partners
Ohio
$227K +$234K +3,444 New
RCM
1838
Radnor Capital Management
Pennsylvania
$227K – – –
EA
1839
Everpar Advisors
Oklahoma
$227K +$6.79K +100 +3%
LSA
1840
Lansing Street Advisors
Pennsylvania
$227K +$272 +4 +0.1%
GF
1841
Gries Financial
Ohio
$227K – – –
PFA
1842
Plotkin Financial Advisors
Maryland
$226K – – –
TCM
1843
Telos Capital Management
California
$226K -$24.4K -360 -10%
GI
1844
GAMMA Investing
California
$226K +$78.2K +1,152 +51%
ECG
1845
EPIQ Capital Group
California
$226K +$815 +12 +0.4%
PA
1846
Probity Advisors
Texas
$225K -$107K -1,580 -32%
MPM
1847
Meritage Portfolio Management
Kansas
$225K +$543 +8 +0.2%
TF
1848
Trek Financial
Arizona
$225K +$231K +3,400 New
SL
1849
Sentry LLC
Tennessee
$225K – – –
DWM
1850
Denver Wealth Management
Colorado
$224K +$231K +3,396 New
72 73
74
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