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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
251
Serenity Investment Advisors
Illinois
$18.2M +$53.5M +720,268 +337%
NLWP
252
Next Level Wealth Planning
Idaho
$18.2M +$492K +6,620 +3%
SPP
253
Single Point Partners
Massachusetts
$18.2M -$78.2K -1,052 -0.4%
AF
254
Advisornet Financial
Minnesota
$18M +$976K +13,132 +6%
CIA
255
Concurrent Investment Advisors
Florida
$17.9M +$399K +5,364 +2%
CL
256
Choreo LLC
Illinois
$17.8M +$369K +4,964 +2%
SCA
257
Sandy Cove Advisors
Massachusetts
$17.6M -$2.67K -36 -0%
WPC
258
Wedmont Private Capital
Pennsylvania
$17.6M +$1.18M +15,936 +7%
AA
259
AJ Advisors
Tennessee
$17.6M +$637K +8,572 +4%
CA
260
Crane Advisory
California
$17.6M -$70.7K -952 -0.4%
RH
261
RFG Holdings
Texas
$17.5M +$8.46M +113,892 +88%
TPF
262
Tribridge Partners Financial
Maryland
$17.5M +$634K +8,528 +4%
PWM
263
Praetorian Wealth Management
California
$17.4M +$170K +2,292 +1%
EWP
264
Equity Wealth Partners
Missouri
$17.4M +$1.16M +15,656 +7%
SWP
265
Sagespring Wealth Partners
Tennessee
$17.3M -$933K -12,556 -5%
ACA
266
Aspire Capital Advisors
Washington
$17.3M +$6.94M +93,428 +64%
HI
267
Harbour Investments
Wisconsin
$17.2M +$6M +80,724 +51%
HC
268
Hillman Company
Pennsylvania
$17.2M – – –
CG
269
Caprock Group
Idaho
$17.1M +$404K +5,432 +2%
OHWP
270
Oak Harbor Wealth Partners
North Carolina
$17.1M +$883K +11,880 +5%
HIMC
271
Heritage Investors Management Corp
Maryland
$16.8M -$519K -6,988 -3%
ME
272
McIlrath & Eck
Washington
$16.7M -$8.76M -117,848 -34%
NAMP
273
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$16.7M +$29.7K +400 +0.2%
IFPL
274
Investments & Financial Planning LLC
Kentucky
$16.6M +$173K +2,324 +1%
AMG
275
Asset Management Group
Connecticut
$16.5M +$1.89M +25,436 +12%
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