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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2126
Catalina Capital Group
California
$205K – – –
CVA
2127
Central Valley Advisors
California
$205K – – –
CL
2128
CLG LLC
California
$205K +$1.46K +20 +0.7%
GTAM
2129
Global Trust Asset Management
Florida
$204K +$32.9K +452 +19%
GPW
2130
Gray Private Wealth
Massachusetts
$204K -$6.4K -88 -3%
FCG
2131
Fielder Capital Group
Tennessee
$204K +$204K +2,808 New
DDC
2132
DF Dent & Co
Maryland
$203K – – –
GPWM
2133
Grant Private Wealth Management
California
$203K – – –
MFS
2134
McNamara Financial Services
Massachusetts
$203K – – –
RA
2135
Riversedge Advisors
Delaware
$203K -$129K -1,772 -39%
6F
2136
626 Financial
Michigan
$202K +$203K +2,784 New
LWM
2137
Lionshead Wealth Management
New York
$202K +$203K +2,784 New
WWM
2138
Westwood Wealth Management
California
$202K +$203K +2,784 New
RCM
2139
Richardson Capital Management
Wisconsin
$202K -$41.9K -576 -17%
SW
2140
Solidarity Wealth
Utah
$201K +$202K +2,776 New
CMP
2141
Christine Messmer PC
Pennsylvania
$201K +$201K +2,768 New
NCMW
2142
Northern Capital Management (Washington)
Washington
$201K -$19.2K -264 -9%
VR
2143
Valued Retirements
Texas
$200K +$201K +2,764 New
WAG
2144
Windsor Advisory Group
Ohio
$199K +$200K +2,748 New
UCB
2145
United Community Bank
South Carolina
$194K +$15.1K +208 +8%
FG
2146
Fairman Group
Pennsylvania
$193K -$66.9K -920 -26%
MFA
2147
Morling Financial Advisors
California
$189K -$32.6K -448 -15%
1L
2148
10Elms LLP
Oklahoma
$186K – – –
PGAM
2149
Princeton Global Asset Management
New Jersey
$185K -$29.1K -400 -14%
CMBA
2150
C.M. Bidwell & Associates
Hawaii
$185K +$291 +4 +0.2%
84 85
86
87 88