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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1851
YHB Investment Advisors
Connecticut
$343K – – –
CCM
1852
Cambridge Capital Management
Illinois
$343K -$1.19K -16 -0.3%
SGCA
1853
Steel Grove Capital Advisors
Tennessee
$342K +$354K +4,768 New
PWP
1854
Private Wealth Partners
California
$341K – – –
RPWA
1855
Regent Peak Wealth Advisors
Georgia
$341K -$10.4K -140 -3%
HP
1856
HT Partners
Connecticut
$341K – – –
PCP
1857
Proficio Capital Partners
Massachusetts
$340K -$32.1K -432 -8%
SPW
1858
Sonoma Private Wealth
California
$340K +$5.35K +72 +2%
PHS
1859
Pekin Hardy Strauss
Illinois
$339K +$80.8K +1,088 +30%
CNBTD
1860
Citizens National Bank Trust Department
Mississippi
$338K – – –
FFBTD
1861
First Financial Bank - Trust Division
Ohio
$338K – – –
SFC
1862
SYM Financial Corp
Indiana
$338K – – –
IIM
1863
InTrack Investment Management
Vermont
$338K -$106K -1,420 -23%
MPW
1864
MGO Private Wealth
California
$337K -$2.57M -34,584 -88%
MP
1865
Moment Partners
California
$336K – – –
LFA
1866
Legacy Financial Advisors
Kentucky
$336K -$6.24K -84 -2%
NFG
1867
Northeast Financial Group
Pennsylvania
$335K -$77.3K -1,040 -18%
FWM
1868
Foguth Wealth Management
Michigan
$334K +$1.26M +16,924 New
PP
1869
Prosperity Planning
Missouri
$334K – – –
TWP
1870
Tyche Wealth Partners
Texas
$334K +$83.2K +1,120 +32%
ATS
1871
Ashton Thomas Securities
New York
$333K -$892 -12 -0.3%
SA
1872
Strategic Advisors
New York
$333K – – –
FFG
1873
Fortress Financial Group
Minnesota
$333K +$344K +4,636 New
SAM
1874
Silvercrest Asset Management
New York
$332K – – –
CWM
1875
Cahaba Wealth Management
Georgia
$331K -$3.57K -48 -1%
73 74
75
76 77