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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
326
Bartlett & Co Wealth Management
Ohio
$5.73M -$18.8K -324 -0.3%
ATPW
327
Ashton Thomas Private Wealth
Arizona
$5.73M +$376K +6,492 +7%
DAS
328
Dynamic Advisor Solutions
Arizona
$5.59M +$787K +13,580 +17%
RJT
329
Raymond James Trust
Florida
$5.57M +$447K +7,708 +9%
SPIA
330
Steward Partners Investment Advisory
New York
$5.55M -$2.78M -47,920 -34%
AFAS
331
Acorn Financial Advisory Services
Virginia
$5.52M +$1.28M +22,068 +31%
WCFA
332
Walkner Condon Financial Advisors
Wisconsin
$5.51M +$504K +8,696 +10%
4FG
333
4Thought Financial Group
New York
$5.49M -$268K -4,628 -5%
TCBWMS
334
Texas Capital Bank Wealth Management Services
Texas
$5.49M +$137K +2,368 +3%
SC
335
Sepio Capital
Utah
$5.46M -$178K -3,064 -3%
MWM
336
MorganRosel Wealth Management
Colorado
$5.42M +$160K +2,760 +3%
FMC
337
First Merchants Corp
Indiana
$5.41M – – –
FPIS
338
Financial Planning & Information Services
Wisconsin
$5.41M -$68.2K -1,176 -1%
LIG
339
Lokken Investment Group
Delaware
$5.4M -$91.6K -1,580 -2%
CTA
340
Chesley Taft & Associates
Illinois
$5.32M +$617K +10,640 +13%
LWAC
341
Laurel Wealth Advisors (California)
California
$5.31M +$1.62M +27,964 +45%
SC
342
Steph & Co
Wisconsin
$5.29M -$116K -2,008 -2%
PCFFS
343
Pacific Center for Financial Services
California
$5.24M -$217K -3,736 -4%
TWM
344
TriaGen Wealth Management
California
$5.24M +$527K +9,100 +12%
FPB
345
First PREMIER Bank
South Dakota
$5.23M +$447K +7,712 +10%
EVM
346
Eaton Vance Management
Massachusetts
$5.22M -$148K -2,548 -3%
SWM
347
Southern Wealth Management
Texas
$5.22M -$10.2K -176 -0.2%
APA
348
American Portfolios Advisors
New York
$5.21M +$847K +14,620 +20%
HWA
349
Hilltop Wealth Advisors
North Carolina
$5.2M -$276K -4,760 -5%
NEGWA
350
New England Guild Wealth Advisors
Connecticut
$5.19M -$349K -6,028 -6%
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