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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
401
Prosperitas Financial
California
$5.44M +$5.73M +104,440 New
WA
402
Waverly Advisors
Alabama
$5.43M +$205K +3,740 +4%
UBV
403
United Bank (Virginia)
Virginia
$5.43M -$1.67M -30,508 -23%
OIA
404
OneDigital Investment Advisors
Kansas
$5.42M -$418K -7,620 -7%
AI
405
Atria Investments
North Carolina
$5.4M +$1.8M +32,776 +46%
WF
406
Warner Financial
Maryland
$5.38M +$174K +3,176 +3%
SC
407
Steph & Co
Wisconsin
$5.37M -$267K -4,872 -5%
JIC
408
Johnson Investment Counsel
Ohio
$5.32M -$18.4K -336 -0.3%
CWMU
409
Caliber Wealth Management (Utah)
Utah
$5.31M +$79.8K +1,456 +1%
SI
410
Saxon Interests
Texas
$5.31M +$5.38M +98,112 +2,480%
CB
411
Commerce Bank
Missouri
$5.31M +$241K +4,396 +5%
HAC
412
Harbor Advisory Corp
New Hampshire
$5.29M +$250K +4,560 +5%
CWS
413
Cypress Wealth Services
California
$5.28M -$39K -712 -0.7%
MWM
414
MorganRosel Wealth Management
Colorado
$5.23M +$115K +2,100 +2%
XF
415
XML Financial
Maryland
$5.23M +$1.2M +21,824 +28%
MWA
416
Meridian Wealth Advisors
Texas
$5.2M +$178K +3,240 +3%
FCP
417
Fidelis Capital Partners
Florida
$5.19M +$367K +6,692 +7%
OCM
418
One Capital Management
California
$5.17M -$426K -7,768 -7%
AWM
419
Avior Wealth Management
Nebraska
$5.16M +$82.9K +1,512 +1%
FI
420
Financial Insights
Washington
$5.15M -$1.12M -20,504 -16%
CA
421
Continuum Advisory
Idaho
$5.13M +$322K +5,876 +6%
ACP
422
Aveo Capital Partners
Colorado
$5.07M +$27K +492 +0.5%
PWP
423
Perfromance Wealth Partners
Illinois
$5.06M +$900K +16,404 +20%
FWS
424
FinDec Wealth Services
California
$5.02M +$15.1K +276 +0.3%
KSWA
425
Kathleen S. Wright Associates
Pennsylvania
$5.01M +$67.1K +1,224 +1%
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