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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
401
Ten Capital Wealth Advisors
Washington
$5.14M +$378K +7,112 +8%
CWMU
402
Caliber Wealth Management (Utah)
Utah
$5.13M +$411K +7,720 +9%
GFWA
403
Grey Fox Wealth Advisors
Delaware
$5.11M +$539K +10,132 +12%
FMC
404
First Merchants Corp
Indiana
$5.11M -$74.5K -1,400 -1%
EWP
405
Elevation Wealth Partners
California
$5.1M +$5.15M +96,792 New
FCA
406
FLC Capital Advisors
California
$5.09M +$520K +9,772 +11%
MWM
407
MorganRosel Wealth Management
Colorado
$5.07M +$2.04M +38,288 +66%
ACP
408
Aveo Capital Partners
Colorado
$5.05M +$114K +2,140 +2%
CFS
409
CRA Financial Services
New Jersey
$5.05M +$385K +7,240 +8%
WF
410
Warner Financial
Maryland
$5.04M +$43.6K +820 +0.9%
RA
411
RFG Advisory
Alabama
$5.04M +$161K +3,024 +3%
CA
412
Continuum Advisory
Idaho
$5.03M +$187K +3,520 +4%
KSWA
413
Kathleen S. Wright Associates
Pennsylvania
$5M +$134K +2,516 +3%
WCFA
414
Walkner Condon Financial Advisors
Wisconsin
$4.98M +$71.9K +1,352 +1%
CSPIA
415
Cary Street Partners Investment Advisory
Virginia
$4.97M -$31.5K -592 -0.6%
EGWAG
416
Elwood & Goetz Wealth Advisory Group
Georgia
$4.96M -$368K -6,920 -7%
DWP
417
Destiny Wealth Partners
Florida
$4.95M +$159K +2,988 +3%
CB
418
Commerce Bank
Missouri
$4.95M -$62.6K -1,176 -1%
BC
419
Bartlett & Co
Ohio
$4.93M -$135K -2,544 -3%
BCWM
420
Bartlett & Co Wealth Management
Ohio
$4.93M -$135K -2,544 -3%
CANC
421
Culbertson A N & Co
Virginia
$4.93M -$40.4K -760 -0.8%
HAC
422
Harbor Advisory Corp
New Hampshire
$4.93M +$26.6K +500 +0.5%
KPWS
423
Kestra Private Wealth Services
Texas
$4.9M +$674K +12,660 +16%
GCP
424
Gill Capital Partners
Colorado
$4.8M +$15.5K +292 +0.3%
FWS
425
FinDec Wealth Services
California
$4.79M +$105K +1,980 +2%
15 16
17
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