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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
351
Rossmore Private Capital
Connecticut
$11.6M -$55.2K -768 -0.5%
KWM
352
Kingsview Wealth Management
Oregon
$11.6M +$2.5M +34,872 +28%
DWM
353
Drive Wealth Management
Utah
$11.6M -$882K -12,288 -7%
GWA
354
Gratus Wealth Advisors
Virginia
$11.6M +$57.5K +800 +0.5%
AFS
355
Axiom Financial Strategies
Indiana
$11.6M -$18.1M -252,408 -62%
CAM
356
Cozad Asset Management
Illinois
$11.5M +$198K +2,760 +2%
AHC
357
Anderson Hoagland & Co
Missouri
$11.5M -$233K -3,240 -2%
PIA
358
Petredis Investment Advisors
Pennsylvania
$11.5M +$77K +1,072 +0.7%
CWMK
359
Caliber Wealth Management (Kansas)
Kansas
$11.5M -$2.15M -29,884 -16%
VAS
360
Vestmark Advisory Solutions
Massachusetts
$11.4M +$11.2M +155,720 New
GCM
361
Gibraltar Capital Management
Oklahoma
$11.4M -$33.8M -470,560 -75%
FFA
362
Farther Finance Advisors
California
$11.4M +$5.11M +71,212 +85%
JFG
363
JDM Financial Group
Texas
$11.2M +$10.3K +144 +0.1%
RWA
364
Rooted Wealth Advisors
Illinois
$11.1M -$969K -13,496 -8%
PMWMG
365
Parr McKnight Wealth Management Group
Minnesota
$11.1M +$273K +3,800 +3%
RWI
366
Red Wave Investments
Pennsylvania
$11M -$9.19K -128 -0.1%
FFO
367
Fortitude Family Office
Arizona
$11M +$1.58M +22,064 +17%
HWM
368
Horizons Wealth Management
North Carolina
$11M +$32.5K +452 +0.3%
SC
369
Savant Capital
Illinois
$11M +$255K +3,548 +2%
DK
370
David Kennon
Florida
$11M -$153K -2,124 -1%
AFG
371
Atomi Financial Group
New York
$10.9M +$801K +11,160 +8%
EWP
372
Equity Wealth Partners
Missouri
$10.9M +$10.7M +148,532 New
FB
373
First Bancorp
Maine
$10.9M +$56.6K +788 +0.5%
MBI
374
May Barnhard Investments
Maryland
$10.9M +$1.38M +19,236 +15%
ASN
375
Advisory Services Network
Georgia
$10.8M +$225K +3,140 +2%
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15
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