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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
451
Accredited Investors
Minnesota
$8.61M -$65.8K -916 -0.8%
UBV
452
United Bank (Virginia)
Virginia
$8.6M -$237K -3,300 -3%
XF
453
XML Financial
Maryland
$8.56M -$39.9K -556 -0.5%
1WM
454
1900 Wealth Management
Texas
$8.55M +$87K +1,212 +1%
CTA
455
Chesley Taft & Associates
Illinois
$8.53M -$1.44K -20 -0%
JIC
456
Johnson Investment Counsel
Ohio
$8.51M +$160K +2,228 +2%
CFO
457
Custos Family Office
Texas
$8.51M -$5.49M -76,384 -40%
SFS
458
Sowell Financial Services
Arkansas
$8.47M +$91.6K +1,276 +1%
TFA
459
Trinity Financial Advisors
Ohio
$8.44M +$7.47K +104 +0.1%
HL
460
HeadInvest LLC
Maine
$8.35M -$250K -3,476 -3%
PAS
461
Park Avenue Securities
New York
$8.32M +$8.14M +113,312 New
GIA
462
Gladstone Institutional Advisory
Florida
$8.32M +$523K +7,288 +7%
FWM
463
Fonville Wealth Management
Virginia
$8.29M -$22.4K -312 -0.3%
KW
464
Keyvantage Wealth
Pennsylvania
$8.21M +$203K +2,824 +3%
JBA
465
Johnson Bixby & Associates
Washington
$8.2M +$10.6K +148 +0.1%
EGWAG
466
Elwood & Goetz Wealth Advisory Group
Georgia
$8.15M -$122K -1,692 -2%
BFS
467
Bradley Foster & Sargent
Connecticut
$8.14M +$57.2K +796 +0.7%
FIC
468
Family Investment Center
Missouri
$8.12M -$174K -2,416 -2%
MFG
469
Mustico Financial Group
New York
$8.1M +$239K +3,324 +3%
SAM
470
Sawgrass Asset Management
Florida
$8.09M +$406K +5,652 +5%
FAI
471
Fiduciary Advisors Inc
Missouri
$8.09M +$338K +4,704 +4%
HIW
472
Holos Integrated Wealth
Pennsylvania
$8M +$3.73K +52 +0%
AF
473
Amara Financial
California
$7.94M +$394K +5,480 +5%
EFS
474
Essex Financial Services
Connecticut
$7.92M +$517K +7,204 +7%
FF
475
Francis Financial
$7.9M – – –
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