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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$13.6M +$7.05M +94,852 +100%
AWE
327
Avidian Wealth Enterprises
Texas
$13.5M -$230K -3,092 -2%
FCA
328
Fortis Capital Advisors
Kansas
$13.5M +$705K +9,484 +5%
PA
329
Pinnacle Associates
New York
$13.5M +$5.05K +68 +0%
RC
330
Roundview Capital
New Jersey
$13.4M +$452K +6,080 +3%
HCM
331
Hall Capital Management
Rhode Island
$13.3M +$38.7M +520,996 +309%
FFO
332
Fortitude Family Office
Arizona
$13.3M +$1.34M +18,068 +11%
AIM
333
Acropolis Investment Management
Missouri
$13.2M -$58.5K -788 -0.4%
WAG
334
Wheelhouse Advisory Group
Missouri
$13.2M +$367K +4,936 +3%
CAM
335
CPA Asset Management
Florida
$13.2M +$2.61M +35,092 +24%
FPCG
336
Forum Private Client Group
Indiana
$13.1M +$1.38M +18,548 +11%
GCM
337
Gibraltar Capital Management
Oklahoma
$13.1M +$862K +11,596 +7%
ZIG
338
Zuckerman Investment Group
Illinois
$13M +$796K +10,708 +6%
EWA
339
EP Wealth Advisors
California
$13M +$2.09M +28,192 +18%
CVA
340
Central Valley Advisors
California
$12.9M +$13.1M +176,980 +6,258%
AIM
341
Advyzon Investment Management
Illinois
$12.9M -$5.65K -76 -0%
PP
342
Pearl Planning
Michigan
$12.7M +$707K +9,516 +6%
HIP
343
HUB Investment Partners
Texas
$12.7M -$1.33M -17,880 -9%
AWM
344
Avior Wealth Management
Nebraska
$12.7M -$2.69M -36,168 -16%
IAA
345
Ironsides Asset Advisors
North Carolina
$12.6M +$236K +3,176 +2%
SCM
346
SOL Capital Management
Maryland
$12.5M -$13.3M -178,400 -48%
TYCC
347
Texas Yale Capital Corp
Florida
$12.5M +$46.7K +628 +0.4%
BDF
348
Black Diamond Financial
Maryland
$12.4M +$11K +148 +0.1%
FMWA
349
Forvis Mazars Wealth Advisors
Missouri
$12.4M -$396K -5,324 -3%
DWM
350
Diversify Wealth Management
Utah
$12.3M +$36.3M +488,580 +304%
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