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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
426
Conning Inc
Connecticut
$3.66M +$101K +1,740 +3%
DSC
427
Duncker Streett & Co
Missouri
$3.64M -$60K -1,036 -2%
TW
428
TrinityPoint Wealth
Connecticut
$3.64M +$30.6K +528 +0.9%
BG
429
Benedetti & Gucer
Georgia
$3.61M +$514K +8,864 +17%
CFA
430
Cahill Financial Advisors
Minnesota
$3.59M +$75.3K +1,300 +2%
WMG
431
WESCAP Management Group
California
$3.57M +$62.6K +1,080 +2%
APWM
432
Atlas Private Wealth Management
New York
$3.56M +$352K +6,068 +11%
SFA
433
Sequoia Financial Advisors
Ohio
$3.54M +$1.41M +24,336 +69%
SC
434
SouthState Corp
Florida
$3.53M +$68.4K +1,180 +2%
SWA
435
SOA Wealth Advisors
New York
$3.5M -$79.7K -1,376 -2%
GC
436
Gilbert & Cook
Iowa
$3.47M +$17.2K +296 +0.5%
PPWM
437
PFG Private Wealth Management
Florida
$3.47M +$19K +328 +0.6%
GWM
438
Greenwich Wealth Management
Connecticut
$3.44M +$511K +8,812 +18%
MFT
439
Moisand Fitzgerald Tamayo
Florida
$3.38M -$16.5K -284 -0.5%
MCWS
440
McKinley Carter Wealth Services
West Virginia
$3.38M -$230K -3,972 -7%
CTC
441
Central Trust Company
Missouri
$3.38M +$293K +5,052 +10%
GG
442
Gleason Group
Kentucky
$3.37M +$9.27K +160 +0.3%
VCM
443
Vivaldi Capital Management
Illinois
$3.37M +$19.9K +344 +0.6%
HAC
444
Harbor Advisory Corp
New Hampshire
$3.35M +$199K +3,428 +6%
RIA
445
Regal Investment Advisors
Michigan
$3.35M +$3.27M +56,396 New
PIFP
446
Partners in Financial Planning
Virginia
$3.34M +$3.26M +56,304 New
CA
447
Continuum Advisory
Idaho
$3.32M +$257K +4,436 +9%
FAIM
448
Financial Advocates Investment Management
Washington
$3.31M -$1.34M -23,072 -29%
AIA
449
Alera Investment Advisors
Illinois
$3.3M -$3.71K -64 -0.1%
SWA
450
Sightline Wealth Advisors
Connecticut
$3.3M -$478K -8,240 -13%
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