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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2076
Bay Capital Advisors
Virginia
$284K -$6.67K -86 -2%
GWA
2077
Gibson Wealth Advisors
Texas
$283K +$3.72K +48 +1%
TH
2078
Team Hewins
California
$283K – – –
SWM
2079
Shepherd Wealth Management
Ohio
$282K +$260K +3,350 New
BWG
2080
Balanced Wealth Group
Ohio
$282K -$13.3K -172 -5%
SS
2081
Sound Stewardship
Kansas
$282K +$16.4K +211 +6%
SFS
2082
Sharp Financial Services
Pennsylvania
$282K -$8.68K -112 -3%
WAM
2083
WNY Asset Management
New York
$281K +$4.73K +61 +2%
PWP
2084
Prasad Wealth Partners
Ohio
$280K +$388 +5 +0.1%
HIS
2085
Horizon Investment Services
Indiana
$280K -$7.44K -96 -3%
MBTD
2086
Mechanics Bank - Trust Department
California
$280K +$46.8K +604 +21%
EA
2087
Ellsworth Advisors
Ohio
$278K +$853 +11 +0.3%
AWA
2088
Aletheian Wealth Advisors
Washington
$278K -$51.5K -664 -16%
CWM
2089
Centurion Wealth Management
Virginia
$277K +$155 +2 +0.1%
RFW
2090
Rainier Family Wealth
Washington
$277K – – –
CWM
2091
Castle Wealth Management
Florida
$276K +$266K +3,431 New
PFA
2092
Plotkin Financial Advisors
Maryland
$276K – – –
FG
2093
Fiduciary Group
Georgia
$276K -$6.59K -85 -2%
AGC
2094
August Group Capital
$276K +$2.4K +31 +0.9%
AIA
2095
Ally Invest Advisors
North Carolina
$276K +$4.73K +61 +2%
TCM
2096
Traub Capital Management
Massachusetts
$276K -$36.4K -470 -12%
LCWP
2097
Legacy Capital Wealth Partners
Arkansas
$275K -$1.33M -17,100 -65%
SGI
2098
Summit Global Investments
Utah
$274K +$2.09K +27 +0.8%
SIM
2099
Studio Investment Management
Illinois
$271K +$261K +3,361 New
BW
2100
BostonPremier Wealth
Massachusetts
$271K – – –
82 83
84
85 86