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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
351
Central Valley Advisors
California
$14.7M +$183K +2,361 +1%
ZIG
352
Zuckerman Investment Group
Illinois
$14.7M +$67.3K +868 +0.5%
FNBSF
353
First National Bank Sioux Falls
South Dakota
$14.6M -$11.2M -144,474 -75%
GCM
354
Gibraltar Capital Management
Oklahoma
$14.4M -$288K -3,710 -2%
QCM
355
QRG Capital Management
Illinois
$14.4M +$12.5M +161,793 +956%
IAA
356
Ironsides Asset Advisors
North Carolina
$14.2M – – –
GCP
357
Gill Capital Partners
Colorado
$13.9M +$394K +5,084 +3%
CAM
358
CPA Asset Management
Florida
$13.9M -$862K -11,119 -6%
TYCC
359
Texas Yale Capital Corp
Florida
$13.8M -$171K -2,205 -1%
LIA
360
LBMC Investment Advisors
Tennessee
$13.8M +$9.92K +128 +0.1%
BWCS
361
Beirne Wealth Consulting Services
Connecticut
$13.7M +$41.6K +536 +0.3%
VT
362
Vise Technologies
New York
$13.6M +$7.82M +100,818 +148%
TCBWMS
363
Texas Capital Bank Wealth Management Services
Texas
$13.6M -$31.6K -408 -0.2%
FPCP
364
Fort Point Capital Partners
California
$13.6M +$2.6M +33,574 +25%
MIA
365
Milestone Investment Advisors
Wisconsin
$13.5M +$782K +10,090 +6%
AA
366
Ancora Advisors
Ohio
$13.4M -$115K -1,479 -0.9%
AWAP
367
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$13.4M +$645K +8,314 +5%
MFG
368
Mustico Financial Group
New York
$13.3M -$31.9M -412,059 -71%
CAM
369
Cozad Asset Management
Illinois
$13.3M -$24.6K -317 -0.2%
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
$13.3M -$617K -7,962 -5%
AWA
371
Arkadios Wealth Advisors
Georgia
$13.2M +$131K +1,686 +1%
MWM
372
MOR Wealth Management
Pennsylvania
$13.2M +$947K +12,216 +8%
KIA
373
Koenig Investment Advisory
Oregon
$13.2M -$57.4K -741 -0.4%
JFG
374
JDM Financial Group
Texas
$13.2M -$8.39M -108,260 -32%
DWM
375
Diversify Wealth Management
Utah
$13M -$37.9M -488,354 -75%
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