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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
426
WESPAC Advisors
California
$850K – – –
W
427
Wealthquest
Ohio
$847K +$921K +24,540 New
WJA
428
Williams Jones & Associates
New York
$842K – – –
FPS
429
Fieldpoint Private Securities
Connecticut
$842K +$584K +15,544 +176%
BWP
430
BSW Wealth Partners
Colorado
$842K +$915K +24,384 New
MFGP
431
Marshall Financial Group (Pennsylvania)
Pennsylvania
$842K +$915K +24,384 New
MA
432
Mutual Advisors
Nebraska
$839K -$264K -7,028 -22%
ONB
433
Old National Bancorp
Indiana
$834K -$70.6K -1,880 -7%
BRWA
434
B. Riley Wealth Advisors
Florida
$823K -$86K -2,292 -9%
STB
435
S&T Bank
Pennsylvania
$819K -$107K -2,860 -11%
MSS
436
Mitchell Sinkler & Starr
Pennsylvania
$818K – – –
SWM
437
Stockman Wealth Management
Montana
$811K – – –
CWM
438
Cornerstone Wealth Management
Missouri
$802K +$872K +23,220 New
SFM
439
Signet Financial Management
New Jersey
$780K -$1.95K -52 -0.2%
SG
440
StoneX Group
New York
$775K +$220K +5,872 +35%
CMO
441
Covenant Multifamily Offices
Texas
$772K +$839K +22,344 New
PWM
442
Paulson Wealth Management
Illinois
$765K -$77.8K -2,072 -9%
HWM
443
Highwater Wealth Management
Colorado
$756K +$822K +21,896 New
ECM
444
EagleClaw Capital Management
Massachusetts
$754K – – –
AF
445
Advisornet Financial
Minnesota
$753K +$47.5K +1,264 +6%
CCA
446
Conservest Capital Advisors
Pennsylvania
$742K +$589K +15,688 +271%
KA
447
Kovack Advisors
Florida
$738K +$8.11K +216 +1%
CTC
448
Central Trust Company
Missouri
$738K +$174K +4,644 +28%
BFO
449
Boston Family Office
Massachusetts
$735K +$306K +8,152 +62%
CPA
450
Clear Perspective Advisors
Illinois
$732K – – –
16 17
18
19 20