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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
201
Simmons Bank
Arkansas
$22.1M -$655K -9,984 -3%
AC
202
Apella Capital
Connecticut
$21.8M +$5.27M +80,228 +35%
OC
203
Oppenheimer & Co
New York
$21.8M +$2.02M +30,812 +11%
PIN
204
Prudent Investors Network
California
$21.7M +$190K +2,892 +0.9%
ZF
205
Zhang Financial
Michigan
$21.6M +$1.86M +28,316 +10%
ME
206
McIlrath & Eck
Washington
$21.6M -$1.5M -22,844 -7%
CJH
207
Christopher J. Hasenberg
Wisconsin
$21.2M +$19.7M +300,520 +10,098%
TA
208
Tectonic Advisors
Texas
$21.1M +$839K +12,784 +4%
MWM
209
Modera Wealth Management
New Jersey
$20.8M -$361K -5,504 -2%
RFS
210
Retirement Financial Solutions
Tennessee
$20.4M -$1.17M -17,852 -6%
ATC
211
Advantage Trust Company
Kansas
$20M +$839K +12,776 +5%
MA
212
Montag & Associates
Georgia
$20M +$182K +2,768 +1%
EWA
213
Exencial Wealth Advisors
Oklahoma
$19.9M +$1.44M +21,912 +8%
FI
214
FIDELIS iM
Oregon
$19.8M -$525 -8 -0%
SIC
215
Salem Investment Counselors
North Carolina
$19.8M +$443K +6,752 +2%
FHA
216
First Horizon Advisors
Tennessee
$19.5M +$847K +12,896 +5%
SRC
217
Shufro Rose & Co
New York
$19.5M -$752K -11,452 -4%
DADC
218
D.A. Davidson & Co
Montana
$19.4M +$2.96M +45,108 +19%
NIM
219
Northeast Investment Management
Massachusetts
$19.3M +$89.3K +1,360 +0.5%
BWP
220
Burling Wealth Partners
Illinois
$19.3M -$19.4K -296 -0.1%
VC
221
Veracity Capital
Georgia
$19.1M +$700K +10,660 +4%
SWP
222
Sagespring Wealth Partners
Tennessee
$19.1M -$2.68M -40,816 -13%
TCM
223
Twele Capital Management
Minnesota
$19.1M +$258K +3,932 +1%
GSAM
224
Grant Street Asset Management
Pennsylvania
$19.1M -$199K -3,032 -1%
GFWA
225
Grey Fox Wealth Advisors
Delaware
$19M +$329K +5,008 +2%
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