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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
201
Parallel Advisors
California
$13.3M -$329K -6,000 -2%
PFPT
202
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.3M +$287K +5,236 +2%
TA
203
Tectonic Advisors
Texas
$13M +$1.01M +18,428 +8%
PWLP
204
Prio Wealth Limited Partnership
Massachusetts
$13M -$1.97K -36 -0%
NAMP
205
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$12.7M -$34K -620 -0.3%
AFS
206
Annapolis Financial Services
Maryland
$12.5M +$616K +11,224 +5%
NRI
207
NFP Retirement Inc
California
$12.5M -$1.47M -26,892 -10%
AWM
208
AAF Wealth Management
Massachusetts
$12.5M +$435K +7,928 +3%
CB
209
Cadence Bank
Mississippi
$12.5M -$294K -5,364 -2%
BWFA
210
Baltimore-Washington Financial Advisors
Maryland
$12.4M +$52.9K +964 +0.4%
AA
211
AJ Advisors
Tennessee
$12.4M +$630K +11,484 +5%
GWM
212
GDS Wealth Management
Texas
$12.3M +$717K +13,072 +6%
ASI
213
Advisory Services & Investments
Oregon
$12.3M +$426K +7,760 +3%
BFEC
214
Benjamin F. Edwards & Company
Missouri
$12.2M +$845K +15,400 +7%
SWP
215
Stratos Wealth Partners
Ohio
$12.1M +$162K +2,960 +1%
SC
216
Sierra Capital
Florida
$12.1M +$7.9K +144 +0.1%
IB
217
Intrust Bank
Kansas
$12M -$794K -14,484 -6%
HNB
218
Huntington National Bank
Ohio
$12M – – –
SRC
219
Shufro Rose & Co
New York
$11.8M +$748K +13,636 +6%
GVAG
220
Great Valley Advisor Group
Delaware
$11.6M -$424K -7,724 -3%
TFP
221
TrueWealth Financial Partners
Washington
$11.6M +$426K +7,768 +4%
AAS
222
Ameritas Advisory Services
Nebraska
$11.5M +$9.88M +180,216 +435%
VBWMG
223
Von Berge Wealth Management Group
California
$11.5M +$510K +9,296 +4%
AC
224
Abbrea Capital
California
$11.4M -$69.3K -1,264 -0.6%
MFGP
225
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.4M +$135K +2,456 +1%
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