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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1926
High Falls Advisors
New York
$235K – – –
VBCG
1927
Valley Brook Capital Group
Pennsylvania
$235K +$7.18K +100 +3%
BAM
1928
Bosun Asset Management
Illinois
$235K – – –
LFASL
1929
Lugano Financial Advisors SA (LFA)
Switzerland
$235K – – –
TL
1930
Tradewinds LLC
North Carolina
$235K +$230K +3,196 New
CWS
1931
Confluence Wealth Services
Pennsylvania
$232K -$80.1K -1,116 -26%
IFPG
1932
Intrepid Financial Planning Group
Indiana
$232K – – –
HIIFS
1933
Harel Insurance Investments & Financial Services
Israel
$232K -$141K -1,960 -38%
CA
1934
Carson Advisory
Georgia
$232K -$45.1K -628 -17%
OFS
1935
Orrstown Financial Services
Pennsylvania
$231K -$16.9K -236 -7%
RWB
1936
RMR Wealth Builders
New Jersey
$231K -$7.18K -100 -3%
MC
1937
Middleton & Co
Massachusetts
$230K – – –
FA
1938
Fagan Associates
New York
$230K +$225K +3,128 New
PFG
1939
Prospect Financial Group
Virginia
$230K – – –
HWA
1940
HHM Wealth Advisors
Tennessee
$229K +$7.18K +100 +3%
HI
1941
Hudock Inc
Pennsylvania
$229K +$575 +8 +0.3%
SM
1942
Sensible Money
Arizona
$227K -$89.6K -1,248 -29%
CWM
1943
C2C Wealth Management
Arizona
$227K – – –
FFB
1944
First Financial Bankshares
Texas
$227K – – –
ONSWM
1945
Old North State Wealth Management
North Carolina
$227K +$575 +8 +0.3%
HCM
1946
Hengehold Capital Management
Ohio
$227K +$221K +3,084 New
CAM
1947
Carret Asset Management
New York
$227K – – –
BIM
1948
Baldwin Investment Management
Pennsylvania
$226K +$862 +12 +0.4%
MCM
1949
Mattern Capital Management
Colorado
$226K – – –
RMAM
1950
Raab & Moskowitz Asset Management
New Jersey
$226K -$75.8K -1,056 -26%
76 77
78
79 80