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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
1901
American National Bank & Trust
Texas
$203K -$541K -7,964 -72%
MCM
1902
Mattern Capital Management
Colorado
$203K – – –
DFA
1903
DHJJ Financial Advisors
Illinois
$203K -$2.72K -40 -1%
IA
1904
Insight Advisors
Pennsylvania
$202K +$208K +3,064 New
SPWM
1905
Schrum Private Wealth Management
Florida
$202K -$113K -1,668 -35%
CBA
1906
Coastal Bridge Advisors
Connecticut
$201K +$207K +3,052 New
CCMG
1907
Clark Capital Management Group
Pennsylvania
$200K -$5.43K -80 -3%
NF
1908
NavPoint Financial
Minnesota
$200K +$206K +3,036 New
TIM
1909
Tortoise Investment Management
New York
$200K – – –
HWA
1910
HHM Wealth Advisors
Tennessee
$199K +$4.62K +68 +2%
BLC
1911
Brown, Lisle/Cummings
Rhode Island
$198K – – –
VWM
1912
Venturi Wealth Management
Texas
$197K +$16.3K +240 +9%
RCM
1913
Richardson Capital Management
Wisconsin
$196K -$10K -148 -5%
VAG
1914
VisionPoint Advisory Group
Texas
$196K +$1.63K +24 +0.8%
SN
1915
Sittner & Nelson
Oregon
$194K – – –
FM
1916
Family Management
New York
$193K -$171K -2,520 -46%
GGI
1917
Godsey & Gibb Inc
Virginia
$192K – – –
LCOV
1918
London Company of Virginia
Virginia
$192K +$190K +2,792 +2,585%
MIM
1919
Marshall Investment Management
Colorado
$191K +$197K +2,896 New
CYG
1920
Clean Yield Group
Vermont
$190K -$24.4K -360 -11%
RIL
1921
Rothschild Investment LLC
Illinois
$185K – – –
OC
1922
Oarsman Capital
Wisconsin
$185K -$42.4K -624 -18%
RFA
1923
Register Financial Advisors
Georgia
$179K +$1.09K +16 +0.6%
WG
1924
Watchman Group
Texas
$176K +$181K +2,668 New
MFA
1925
Morling Financial Advisors
California
$175K +$2.72K +40 +2%
75 76
77
78 79