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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1901
Summit Global Investments
Utah
$227K +$213K +3,240 New
TCM
1902
Towneley Capital Management
California
$227K -$196K -2,980 -48%
CCA
1903
Cypress Capital Advisors
Tennessee
$227K – – –
GT
1904
Greenleaf Trust
Michigan
$227K +$213K +3,244 New
SCM
1905
Sollinda Capital Management
Florida
$227K +$213K +3,244 New
MAM
1906
Madison Asset Management
Wisconsin
$227K -$54.1K -824 -20%
RWB
1907
RMR Wealth Builders
New Jersey
$227K – – –
TC
1908
Trust Company
Kansas
$227K – – –
SFCL
1909
Strengthening Families & Communities LLC
Massachusetts
$225K +$12.3K +188 +6%
HFA
1910
High Falls Advisors
New York
$224K +$210K +3,204 New
BAM
1911
Bosun Asset Management
Illinois
$224K – – –
LFASL
1912
Lugano Financial Advisors SA (LFA)
Switzerland
$224K – – –
QHA
1913
Quarry Hill Advisors
Minnesota
$223K +$209K +3,188 New
GA
1914
Goldstein Advisors
Wisconsin
$222K +$208K +3,172 New
IFPG
1915
Intrepid Financial Planning Group
Indiana
$221K – – –
RFN
1916
RDA Financial Network
Iowa
$220K -$84.8K -1,292 -29%
MC
1917
Middleton & Co
Massachusetts
$219K – – –
BCMLT
1918
Beacon Capital Management LLC (Tennessee)
Tennessee
$219K +$525 +8 +0.3%
PFG
1919
Prospect Financial Group
Virginia
$219K – – –
FPF
1920
First Pacific Financial
Washington
$217K +$169K +2,580 +489%
HI
1921
Hudock Inc
Pennsylvania
$217K +$204K +3,104 New
VBCG
1922
Valley Brook Capital Group
Pennsylvania
$217K -$24.2K -368 -11%
CWM
1923
C2C Wealth Management
Arizona
$216K +$203K +3,088 New
FFB
1924
First Financial Bankshares
Texas
$216K +$203K +3,088 New
CAM
1925
Carret Asset Management
New York
$216K +$202K +3,084 New
75 76
77
78 79