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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
351
Asset Management Group
Connecticut
$5.26M +$24.2K +464 +0.4%
NWM
352
Northcape Wealth Management
New York
$5.25M -$149K -2,852 -2%
EGWAG
353
Elwood & Goetz Wealth Advisory Group
Georgia
$5.2M +$631K +12,068 +12%
PFS
354
Prospera Financial Services
Texas
$5.2M -$49.8K -952 -0.9%
CWS
355
Cypress Wealth Services
California
$5.17M -$61.2K -1,172 -1%
APA
356
American Portfolios Advisors
New York
$5.16M +$44.1K +844 +0.8%
CB
357
Commerce Bank
Missouri
$5.16M +$1.15M +21,932 +25%
FF
358
Financial Futures
New Jersey
$5.13M -$35.5K -680 -0.6%
BCP
359
Berkeley Capital Partners
Georgia
$5.12M +$390K +7,456 +7%
PWP
360
Principle Wealth Partners
Connecticut
$5.11M +$1.78M +34,140 +46%
CA
361
Crane Advisory
California
$5.08M +$5.62M +107,464 New
BRWA
362
B. Riley Wealth Advisors
Florida
$5.08M +$3.41M +65,296 +153%
IAN
363
Integrated Advisors Network
Texas
$5.05M +$1.06M +20,264 +23%
CAG
364
Crestwood Advisors Group
Massachusetts
$5.04M -$43.1K -824 -0.8%
OCM
365
One Capital Management
California
$5.04M +$93.9K +1,796 +2%
NF
366
Nikulski Financial
Iowa
$5.01M +$80.3K +1,536 +1%
SIM
367
Stratos Investment Management
Ohio
$4.99M -$90.1K -1,724 -2%
BWS
368
Buck Wealth Strategies
Colorado
$4.95M +$4.97M +95,032 New
PP
369
PDS Planning
Ohio
$4.91M +$162K +3,100 +3%
OIA
370
OneDigital Investment Advisors
Kansas
$4.88M -$65.8K -1,260 -1%
H
371
HoyleCohen
California
$4.84M +$621K +11,892 +13%
CFD
372
Creative Financial Designs
Indiana
$4.8M +$413K +7,904 +8%
EFS
373
Essex Financial Services
Connecticut
$4.8M -$1.16M -22,124 -18%
RA
374
RFG Advisory
Alabama
$4.72M +$2.11M +40,372 +77%
TWA
375
Tillar-Wenstrup Advisors
Ohio
$4.72M +$50.8K +972 +1%
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