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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
351
Waverly Advisors
Alabama
$9.33M +$278K +4,424 +3%
SHWM
352
Smith & Howard Wealth Management
Georgia
$9.32M +$133K +2,116 +2%
BWP
353
Bernardo Wealth Planning
Pennsylvania
$9.31M +$2.82M +44,972 +48%
B
354
Bailard
California
$9.28M – – –
HFRG
355
Houlihan Financial Resource Group
Virginia
$9.26M +$8.82M +140,400 New
BFS
356
Beacon Financial Strategies
North Carolina
$9.22M -$99.7K -1,588 -1%
JWCA
357
J.W. Cole Advisors
Florida
$9.18M -$72.6K -1,156 -0.8%
PFS
358
Prospera Financial Services
Texas
$9.15M -$160K -2,556 -2%
TCM
359
TD Capital Management
Tennessee
$9.13M -$11.6K -184 -0.1%
FNBSF
360
First National Bank Sioux Falls
South Dakota
$9.08M +$1.32M +20,976 +18%
TYCC
361
Texas Yale Capital Corp
Florida
$9M +$74.1K +1,180 +0.9%
CAM
362
Cozad Asset Management
Illinois
$8.99M +$389K +6,188 +5%
TCBWMS
363
Texas Capital Bank Wealth Management Services
Texas
$8.94M +$1.23M +19,540 +17%
SFG
364
Sage Financial Group
Pennsylvania
$8.93M +$23.1K +368 +0.3%
DWP
365
Daymark Wealth Partners
Ohio
$8.93M +$197K +3,132 +2%
KPWS
366
Kestra Private Wealth Services
Texas
$8.92M +$1.39M +22,212 +20%
MNA
367
Manning & Napier Advisors
New York
$8.9M +$139K +2,220 +2%
AIP
368
Almanack Investment Partners
Pennsylvania
$8.87M +$404K +6,440 +5%
WAG
369
Wheelhouse Advisory Group
Missouri
$8.84M +$407K +6,480 +5%
FMI
370
F/M Investments
District of Columbia
$8.83M +$242K +3,860 +3%
PCIA
371
Prime Capital Investment Advisors
Kansas
$8.79M -$383K -6,100 -4%
VA
372
Valmark Advisers
Ohio
$8.75M +$63.3K +1,008 +0.8%
FNFDCM
373
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.73M -$90.9K -1,448 -1%
ZIG
374
Zuckerman Investment Group
Illinois
$8.72M +$187K +2,976 +2%
PF
375
Prosperitas Financial
California
$8.62M +$436K +6,944 +6%
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