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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
201
Ellevest Inc
New York
$5.75M +$9.49K +232 +0.1%
ACI
202
Alpha Cubed Investments
California
$5.73M -$116K -2,836 -2%
FAIM
203
Financial Advocates Investment Management
Washington
$5.36M -$110K -2,696 -2%
BSW
204
Buckingham Strategic Wealth
Missouri
$5.11M +$1.08M +26,280 +27%
WFM
205
Wolff Financial Management
Michigan
$5.08M +$878K +21,456 +21%
RPC
206
Rossmore Private Capital
Connecticut
$5.08M +$136K +3,312 +3%
PA
207
Pinnacle Associates
New York
$5.06M -$75.8K -1,852 -2%
CIC
208
Carnegie Investment Counsel
Ohio
$4.98M +$77.4K +1,892 +2%
QIM
209
Quest Investment Management
Oregon
$4.94M -$123K -3,008 -2%
EWM
210
Endurance Wealth Management
Rhode Island
$4.93M +$573K +14,000 +13%
UBV
211
United Bank (Virginia)
Virginia
$4.91M – – –
LNC
212
Lincoln National Corp
Pennsylvania
$4.87M +$145K +3,532 +3%
NAS
213
Nicolet Advisory Services
Wisconsin
$4.78M +$276K +6,748 +6%
RE
214
RBC Europe
United Kingdom
$4.76M -$124K -3,024 -3%
AF
215
Alerus Financial
North Dakota
$4.76M -$1.47K -36 -0%
CAG
216
Crestwood Advisors Group
Massachusetts
$4.71M +$4.61M +112,604 New
FMC
217
First Merchants Corp
Indiana
$4.59M -$188K -4,600 -4%
HIMC
218
Heritage Investors Management Corp
Maryland
$4.58M +$13.9K +340 +0.3%
LIC
219
Lodestar Investment Counsel
Illinois
$4.46M +$18K +440 +0.4%
FMP
220
Financial Management Professionals
Texas
$4.45M +$11.3K +276 +0.3%
MWM
221
MorganRosel Wealth Management
Colorado
$4.4M +$11.6K +284 +0.3%
GWM
222
Geneos Wealth Management
Colorado
$4.37M -$55.3K -1,352 -1%
BFS
223
Bradley Foster & Sargent
Connecticut
$4.36M -$1.8K -44 -0%
PSUF
224
People's United Financial
Connecticut
$4.34M +$3.99M +97,448 +1,537%
HL
225
HeadInvest LLC
Maine
$4.32M +$156K +3,820 +4%
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