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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TIAAOA
1876
Teachers Insurance & Annuity Association of America
New York
$214K – – –
CNFG
1877
Creegan & Nassoura Financial Group
New Hampshire
$213K – – –
APG
1878
Abacus Planning Group
South Carolina
$213K – – –
UAG
1879
United Advisor Group
Ohio
$213K -$45.4K -676 -17%
SS
1880
Sound Stewardship
Kansas
$212K -$5.64K -84 -3%
FCC
1881
Flower City Capital
New York
$211K – – –
MBTD
1882
Mechanics Bank - Trust Department
California
$211K -$6.71K -100 -3%
RFA
1883
ROI Financial Advisors
Oregon
$211K +$1.88K +28 +0.9%
CCA
1884
Cypress Capital Advisors
Tennessee
$210K – – –
TC
1885
Trust Company
Kansas
$209K -$15.6K -232 -7%
MM
1886
Main Management
California
$209K – – –
EL
1887
Essex LLC
Illinois
$209K -$1.07K -16 -0.5%
RWB
1888
RMR Wealth Builders
New Jersey
$209K -$19.9K -296 -8%
SPC
1889
Spirepoint Private Client
Florida
$208K +$216K +3,216 New
HA
1890
HFG Advisors
Ohio
$208K – – –
BAM
1891
Bosun Asset Management
Illinois
$207K – – –
LFASL
1892
Lugano Financial Advisors SA (LFA)
Switzerland
$207K – – –
IWM
1893
Integris Wealth Management
California
$206K – – –
NCM
1894
Noesis Capital Mangement
Florida
$206K +$214K +3,184 New
CAP
1895
Columbia Advisory Partners
Washington
$205K -$300K -4,472 -59%
SXL
1896
Summit X LLC
Missouri
$205K – – –
WAM
1897
WealthTrust Asset Management
Florida
$205K -$9.39K -140 -4%
SN
1898
Sittner & Nelson
Oregon
$205K +$15.3K +228 +8%
CAM
1899
Creekmur Asset Management
Illinois
$205K +$196K +2,928 +1,241%
IFPG
1900
Intrepid Financial Planning Group
Indiana
$204K -$52.3K -780 -20%
74 75
76
77 78