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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
2176
PlanVest Financial
Maryland
$196K +$202K +2,724 New
FG
2177
Fairman Group
Pennsylvania
$192K +$594 +8 +0.3%
1L
2178
10Elms LLP
Oklahoma
$191K +$7.43K +100 +4%
BAM
2179
Byrne Asset Management
New Jersey
$190K -$14K -188 -7%
AG
2180
AmeriFlex Group
Nevada
$190K +$16.3K +220 +9%
GF
2181
GGM Financials
Ohio
$190K +$21.4K +288 +12%
DF
2182
DecisionPoint Financial
Arizona
$187K -$38K -512 -16%
MFA
2183
Morling Financial Advisors
California
$187K – – –
KCM
2184
Key Capital Management
Tennessee
$187K +$96K +1,292 +99%
PPC
2185
Park Place Capital
Alabama
$185K +$5.94K +80 +3%
CMBA
2186
C.M. Bidwell & Associates
Hawaii
$183K – – –
HCM
2187
Hollencrest Capital Management
California
$183K +$61.2K +824 +48%
FPF
2188
First Pacific Financial
Washington
$182K -$75.5K -1,016 -29%
PGAM
2189
Princeton Global Asset Management
New Jersey
$179K -$5.05K -68 -3%
OCM
2190
Orion Capital Management
California
$178K – – –
RIA
2191
Realta Investment Advisors
Delaware
$172K +$10.7K +144 +6%
DI
2192
DAGCO Inc
Ohio
$169K – – –
RP
2193
Rice Partnership
Hawaii
$167K +$594 +8 +0.3%
CYG
2194
Clean Yield Group
Vermont
$163K – – –
AF
2195
Align Financial
Minnesota
$161K -$52.4M -705,620 -100%
AP
2196
Atwood & Palmer
Missouri
$152K +$157K +2,116 New
SFS
2197
Sunrise Financial Services
Washington
$150K +$155K +2,088 New
CTWM
2198
Cherry Tree Wealth Management
Minnesota
$143K – – –
IFS
2199
Intelligent Financial Strategies
Minnesota
$143K +$297 +4 +0.2%
SIM
2200
Synergy Investment Management
Florida
$143K +$148K +1,992 New
86 87
88
89 90