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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2251
Auxano Advisors
Washington
$205K -$50.5K -652 -20%
SIM
2252
Samara Investment Management
Oregon
$205K +$197K +2,547 New
SC
2253
Swan Capital
Florida
$205K +$105K +1,350 +113%
PWP
2254
Phillips Wealth Planners
Mississippi
$205K +$197K +2,539 New
HIC
2255
Holderness Investments Company
North Carolina
$205K +$197K +2,540 New
ANB
2256
Amarillo National Bank
Texas
$205K +$197K +2,540 New
MW
2257
Marble Wealth
Alabama
$205K +$197K +2,539 New
BCM
2258
Bienville Capital Management
New York
$204K +$196K +2,528 New
CNC
2259
Citizens & Northern Corp
Pennsylvania
$204K +$196K +2,528 New
BEW
2260
Burton Enright Welch
California
$203K +$195K +2,516 New
TWA
2261
Tulsa Wealth Advisors
Oklahoma
$202K +$195K +2,511 New
LCM
2262
Lazari Capital Management
California
$202K +$195K +2,509 New
AG
2263
AmeriFlex Group
Nevada
$202K -$11.1K -143 -5%
PGAM
2264
Princeton Global Asset Management
New Jersey
$200K – – –
WP
2265
WealthShield Partners
North Carolina
$200K -$250K -3,228 -57%
OCM
2266
Orion Capital Management
California
$199K -$155 -2 -0.1%
CMBA
2267
C.M. Bidwell & Associates
Hawaii
$197K -$7.91K -102 -4%
RP
2268
Rice Partnership
Hawaii
$187K -$78 -1 -0%
CYG
2269
Clean Yield Group
Vermont
$183K – – –
AF
2270
Align Financial
Minnesota
$180K -$78 -1 -0%
TWIM
2271
TIAA Wealth Investment Management
New York
$176K -$189K -2,442 -53%
HHGA
2272
Halbert Hargrove Global Advisors
California
$174K +$42.7K +551 +34%
AP
2273
Atwood & Palmer
Missouri
$170K – – –
CSPIA
2274
Cary Street Partners Investment Advisory
Virginia
$169K +$46.8K +604 +41%
FWA
2275
Flagship Wealth Advisors
Massachusetts
$168K +$162K +2,090 New
89 90
91
92 93