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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1851
VERITY Wealth Advisors
United States
$406K -$53.1K -685 -12%
LC
1852
Lavaca Capital
Texas
$406K +$391K +5,040 New
EP
1853
Essential Partners
California
$404K – – –
FIS
1854
Fischer Investment Strategies
California
$404K -$120K -1,549 -24%
IAG
1855
Ipsen Advisor Group
Arkansas
$404K -$6.67K -86 -2%
OWA
1856
One Wealth Advisors
California
$404K +$98.6K +1,272 +34%
GF
1857
Gimbal Financial
Indiana
$403K +$388K +5,008 New
PCP
1858
Proficio Capital Partners
Massachusetts
$403K +$19.8K +256 +5%
SWM
1859
Silverlake Wealth Management
Vermont
$402K +$78 +1 +0%
NG
1860
Norden Group
Utah
$402K -$2.79K -36 -0.7%
CSIC
1861
Clifford Swan Investment Counsel
California
$401K +$853 +11 +0.2%
TF
1862
Tompkins Financial
New York
$401K -$27.9K -360 -7%
WIP
1863
WealthCare Investment Partners
Rhode Island
$400K +$1.08K +14 +0.3%
ACP
1864
Aviance Capital Partners
Florida
$399K – – –
GSIS
1865
Global Strategic Investment Solutions
Arizona
$399K -$28.5K -367 -7%
CCC
1866
Compass Capital Corp
Massachusetts
$399K -$3.05M -39,404 -89%
VC
1867
Vicus Capital
Pennsylvania
$398K -$6.59K -85 -2%
FFA
1868
Frazier Financial Advisors
Ohio
$398K +$853 +11 +0.2%
SFA
1869
Seneca Financial Advisors
New York
$398K +$155 +2 +0%
TBNY
1870
Trustco Bank (New York)
New York
$397K – – –
XPN
1871
XY Planning Network
Montana
$396K +$130K +1,681 +52%
CICC
1872
Capital Investment Counsel (Colorado)
Colorado
$395K -$154K -1,984 -29%
ARA
1873
Approach Retirement Advisors
Alabama
$395K +$4.11K +53 +1%
BI
1874
Breachway Investments
Rhode Island
$392K – – –
AA
1875
Argent Advisors
Louisiana
$392K -$13K -168 -3%
73 74
75
76 77