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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
426
Parsons Capital Management
Rhode Island
$4.62M +$48.9K +960 +1%
MAM
427
Mystic Asset Management
Rhode Island
$4.61M +$57.9K +1,136 +1%
TCWA
428
Ten Capital Wealth Advisors
Washington
$4.6M +$102K +1,996 +2%
MA
429
Mutual Advisors
Nebraska
$4.6M -$288K -5,648 -6%
HR
430
Hardy Reed
Mississippi
$4.59M +$4.13M +80,992 +882%
CWMU
431
Caliber Wealth Management (Utah)
Utah
$4.57M -$105K -2,064 -2%
SLT
432
St Louis Trust
Missouri
$4.55M +$4.55M +89,248 New
FWS
433
FinDec Wealth Services
California
$4.53M +$4.53M +88,868 New
CFS
434
CRA Financial Services
New Jersey
$4.51M +$1.25M +24,508 +38%
HHRDM
435
H&H Retirement Design & Management
Nevada
$4.51M +$98.6K +1,936 +2%
CTA
436
Colonial Trust Advisors
South Carolina
$4.5M -$215K -4,216 -5%
FHA
437
Flagship Harbor Advisors
Massachusetts
$4.45M +$115K +2,252 +3%
AWM
438
Avior Wealth Management
Nebraska
$4.43M +$269K +5,272 +6%
GFWA
439
Grey Fox Wealth Advisors
Delaware
$4.43M +$4.42M +86,852 New
FCA
440
FLC Capital Advisors
California
$4.42M +$4.42M +86,840 New
SF
441
Synovus Financial
Georgia
$4.4M +$93.5K +1,836 +2%
MWM
442
MY Wealth Management
Maryland
$4.35M -$118K -2,320 -3%
TI
443
Tidal Investments
Wisconsin
$4.28M +$4.28M +83,956 New
NEGWA
444
New England Guild Wealth Advisors
Connecticut
$4.26M +$24K +472 +0.6%
RIS
445
Retirement Income Solutions
Michigan
$4.25M -$782K -15,348 -16%
WA
446
Waverly Advisors
Alabama
$4.21M +$80.7K +1,584 +2%
LIG
447
Lokken Investment Group
Delaware
$4.21M +$83.9K +1,648 +2%
ZCM
448
Ziegler Capital Management
Illinois
$4.19M +$22.4K +440 +0.5%
BA
449
Bristlecone Advisors
Washington
$4.15M -$89K -1,748 -2%
SFA
450
Sequoia Financial Advisors
Ohio
$4.14M +$1.41M +27,716 +52%
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