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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
276
Summit Financial
New Jersey
$11.4M +$1.18M +19,440 +12%
MCM
277
Manchester Capital Management
Vermont
$11.3M -$154K -2,532 -1%
FIS
278
Fischer Investment Strategies
California
$11.3M +$458K +7,532 +4%
SWP
279
Stratos Wealth Partners
Ohio
$11.3M -$394K -6,476 -3%
BIM
280
Bridges Investment Management
Nebraska
$11.2M +$8.4M +138,264 +292%
CG
281
Caprock Group
Idaho
$11.2M -$362K -5,960 -3%
FMWA
282
Forvis Mazars Wealth Advisors
Missouri
$11.1M -$1.18M -19,468 -10%
LIA
283
LBMC Investment Advisors
Tennessee
$11.1M – – –
NFW
284
Noble Family Wealth
Florida
$10.9M -$226K -3,720 -2%
TFP
285
Traction Financial Partners
Wyoming
$10.9M +$816K +13,420 +8%
MWM
286
McNaughton Wealth Management
California
$10.9M +$255K +4,196 +2%
KFP
287
KMG Fiduciary Partners
Ohio
$10.8M +$167K +2,744 +2%
TWM
288
TriaGen Wealth Management
California
$10.7M +$54K +888 +0.5%
BONH
289
Bank of New Hampshire
New Hampshire
$10.7M -$53K -872 -0.5%
BDF
290
Black Diamond Financial
Maryland
$10.7M +$2.61M +42,972 +32%
AHC
291
Anderson Hoagland & Co
Missouri
$10.6M -$532K -8,752 -5%
RWI
292
Red Wave Investments
Pennsylvania
$10.6M -$27.2K -448 -0.3%
AGA
293
Arkos Global Advisors
Texas
$10.5M -$237K -3,900 -2%
PA
294
Pinnacle Associates
New York
$10.4M +$53K +872 +0.5%
SCA
295
Sandy Cove Advisors
Massachusetts
$10.4M +$23.1K +380 +0.2%
IAA
296
Ironsides Asset Advisors
North Carolina
$10.4M -$231K -3,796 -2%
PS
297
Principal Securities
Iowa
$10.4M -$804K -13,232 -7%
LBC
298
Lowe Brockenbrough & Co
Virginia
$10.3M -$893K -14,700 -8%
SFG
299
Somnio Financial Group
Connecticut
$10.2M +$10.2M +168,000 New
AA
300
Ancora Advisors
Ohio
$10.1M -$176K -2,904 -2%
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