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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
1951
Columbia Advisory Partners
Washington
– -$356K -5,880 Closed
CAM
1952
Congress Asset Management
Massachusetts
– -$346K -5,712 Closed
RSWA
1953
Robinson Smith Wealth Advisors
Maine
– -$342K -5,644 Closed
MAM
1954
Milestone Asset Management
Pennsylvania
– -$319K -5,272 Closed
CWS
1955
Confluence Wealth Services
Pennsylvania
– -$319K -5,264 Closed
AIMC
1956
Alley Investment Management Company
Illinois
– -$287K -4,744 Closed
TCMP
1957
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$287K -4,740 Closed
TBWA
1958
Three Bridge Wealth Advisors
California
– -$271K -4,460 Closed
PBO
1959
Peoples Bank (Ohio)
Ohio
– -$266K -4,400 Closed
SFI
1960
SPC Financial Inc
Maryland
– -$261K -4,320 Closed
AC
1961
Anson Capital
Georgia
– -$250K -4,160 Closed
JDR
1962
Jay D. Rosenbaum
– -$232K -3,840 Closed
SGI
1963
Summit Global Investments
Utah
– -$222K -3,668 Closed
SFM
1964
Signet Financial Management
New Jersey
– -$218K -3,600 Closed
IAS
1965
Insigneo Advisory Services
Florida
– -$213K -3,576 Closed
LSPW
1966
Lake Street Private Wealth
Illinois
– -$216K -3,564 Closed
WWMSC
1967
Wagner Wealth Management (South Carolina)
South Carolina
– -$215K -3,560 Closed
PWP
1968
Pursue Wealth Partners
California
– -$213K -3,516 Closed
BFA
1969
Beacon Financial Advisory
Ohio
– -$210K -3,472 Closed
SA
1970
SpiderRock Advisors
Delaware
– -$208K -3,440 Closed
LWL
1971
Leo Wealth LLC
Texas
– -$200K -3,324 Closed
CC
1972
Cypress Capital
Tennessee
– -$196K -3,244 Closed
GI
1973
Gradient Investments
Minnesota
– -$145K -2,392 Closed
HH
1974
HWG Holdings
Texas
– -$93.5K -1,544 Closed
LIA
1975
Lynx Investment Advisory
District of Columbia
– -$92K -1,520 Closed
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