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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
326
VSM Wealth Advisory
Maryland
$11M -$521K -7,768 -4%
AA
327
Ancora Advisors
Ohio
$10.9M +$118K +1,756 +1%
HCM
328
Hall Capital Management
Rhode Island
$10.9M +$865K +12,888 +8%
FWM
329
ForthRight Wealth Management
Georgia
$10.7M +$419K +6,244 +4%
AWM
330
Aries Wealth Management
Maine
$10.7M +$28.5K +424 +0.3%
BONH
331
Bank of New Hampshire
New Hampshire
$10.7M -$118K -1,760 -1%
AW
332
Avion Wealth
Texas
$10.7M – – –
FFP
333
Freedom Financial Partners
Minnesota
$10.6M +$776K +11,556 +8%
DWM
334
Drive Wealth Management
Utah
$10.6M +$304K +4,536 +3%
AGA
335
Arkos Global Advisors
Texas
$10.6M -$276K -4,116 -2%
SHWM
336
Smith & Howard Wealth Management
Georgia
$10.6M +$1.61M +23,988 +17%
LBC
337
Lowe Brockenbrough & Co
Virginia
$10.6M -$137K -2,048 -1%
KPWS
338
Kestra Private Wealth Services
Texas
$10.5M +$1.56M +23,312 +17%
JFG
339
JDM Financial Group
Texas
$10.4M +$283K +4,216 +3%
NFW
340
Noble Family Wealth
Florida
$10.3M -$196K -2,924 -2%
MM
341
Meridian Management
Arkansas
$10.3M -$1.68M -25,040 -14%
FPCP
342
Fort Point Capital Partners
California
$10.3M -$710K -10,584 -6%
FMI
343
F/M Investments
District of Columbia
$10.2M +$387K +5,768 +4%
GWA
344
Gratus Wealth Advisors
Virginia
$10.2M -$320K -4,772 -3%
AWM
345
Avior Wealth Management
Nebraska
$10.1M +$156K +2,324 +1%
PAG
346
Private Advisory Group
Washington
$10.1M +$467K +6,952 +5%
SWP
347
Stratos Wealth Partners
Ohio
$10M -$154K -2,288 -1%
RPC
348
Rossmore Private Capital
Connecticut
$9.97M -$269K -4,012 -3%
FCA
349
Fortis Capital Advisors
Kansas
$9.92M +$9.96M +148,420 +2,961%
DK
350
David Kennon
Florida
$9.81M -$199K -2,964 -2%
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