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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
226
Twele Capital Management
Minnesota
$9.07M +$66.7K +1,276 +0.7%
MWM
227
Marietta Wealth Management
Georgia
$9.01M +$2.79M +53,296 +38%
MFGP
228
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.96M +$820K +15,688 +9%
CSIA
229
Conrad Siegel Investment Advisors
Pennsylvania
$8.91M +$3.12M +59,772 +46%
TFP
230
TrueWealth Financial Partners
Washington
$8.91M +$415K +7,940 +4%
AF
231
Advisornet Financial
Minnesota
$8.9M +$332K +6,356 +3%
RWI
232
Red Wave Investments
Pennsylvania
$8.79M +$36.2K +692 +0.4%
GWM
233
GDS Wealth Management
Texas
$8.79M +$788K +15,080 +9%
ASI
234
Advisory Services & Investments
Oregon
$8.78M +$2.74M +52,460 +39%
LCWP
235
Legacy Capital Wealth Partners
Arkansas
$8.75M +$69.2K +1,324 +0.7%
FNC
236
First National Corp
Massachusetts
$8.74M +$283K +5,408 +3%
AW
237
Avion Wealth
Texas
$8.69M -$66.1K -1,264 -0.7%
BONH
238
Bank of New Hampshire
New Hampshire
$8.68M -$46.4K -888 -0.5%
NIM
239
Northeast Investment Management
Massachusetts
$8.67M +$1.94M +37,164 +25%
SC
240
Stephens Consulting
Michigan
$8.66M +$513K +9,824 +6%
WF
241
Whelan Financial
California
$8.66M +$1.16M +22,244 +14%
HWM
242
Horizons Wealth Management
North Carolina
$8.61M -$23.8K -456 -0.2%
HFW
243
Horizon Family Wealth
Illinois
$8.59M +$36.2K +692 +0.4%
CRC
244
Curi RMB Capital
Illinois
$8.58M -$9.82K -188 -0.1%
CIC
245
Carnegie Investment Counsel
Ohio
$8.54M +$656K +12,556 +7%
DL
246
DOHJ LLC
Washington
$8.45M -$403K -7,712 -4%
WFM
247
Wolff Financial Management
Michigan
$8.43M +$188K +3,596 +2%
DAS
248
Dynamic Advisor Solutions
Arizona
$8.4M +$341K +6,520 +4%
BWM
249
Baystate Wealth Management
Massachusetts
$8.36M -$1.12M -21,352 -11%
UBV
250
United Bank (Virginia)
Virginia
$8.36M -$121K -2,312 -1%
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