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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
401
Aveo Capital Partners
Colorado
$4.62M -$364K -6,728 -7%
SF
402
Synovus Financial
Georgia
$4.62M +$358K +6,620 +8%
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$4.53M +$2.84M +52,496 +133%
RW
404
REDW Wealth
New Mexico
$4.5M -$91.2K -1,688 -2%
H
405
HoyleCohen
California
$4.49M -$688K -12,736 -12%
LWAC
406
Laurel Wealth Advisors (California)
California
$4.45M -$723K -13,380 -13%
WA
407
Waverly Advisors
Alabama
$4.44M -$4.11K -76 -0.1%
HI
408
Harbour Investments
Wisconsin
$4.44M +$4.87M +90,084 New
JIC
409
Johnson Investment Counsel
Ohio
$4.42M +$574K +10,616 +13%
TA
410
TrueWealth Advisors
Alabama
$4.41M -$2.47M -45,688 -34%
CTA
411
Colonial Trust Advisors
South Carolina
$4.4M -$203K -3,756 -4%
PCM
412
Parsons Capital Management
Rhode Island
$4.38M +$68.3K +1,264 +1%
FPIS
413
Financial Planning & Information Services
Wisconsin
$4.37M -$153K -2,828 -3%
CB
414
Commerce Bank
Missouri
$4.32M +$84.1K +1,556 +2%
WF
415
Warner Financial
Maryland
$4.32M +$171K +3,164 +4%
WCFA
416
Walkner Condon Financial Advisors
Wisconsin
$4.32M +$273K +5,048 +6%
EWM
417
Echo Wealth Management
Minnesota
$4.31M +$306K +5,660 +7%
ACA
418
Aspire Capital Advisors
Washington
$4.3M +$4.72M +87,404 New
DWP
419
Destiny Wealth Partners
Florida
$4.29M +$180K +3,340 +4%
IAN
420
Integrated Advisors Network
Texas
$4.29M +$582K +10,768 +14%
GBT
421
Grove Bank & Trust
Florida
$4.28M +$185K +3,428 +4%
RC
422
Roundview Capital
New Jersey
$4.28M +$196K +3,636 +4%
MWA
423
MFA Wealth Advisors
Pennsylvania
$4.27M +$297K +5,492 +7%
CWMU
424
Caliber Wealth Management (Utah)
Utah
$4.26M +$277K +5,120 +6%
CA
425
Continuum Advisory
Idaho
$4.2M +$861K +15,944 +23%
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