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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
501
Strategic Investment Advisors
Michigan
$8.87M +$1.13M +14,520 +15%
GSWM
502
Greenup Street Wealth Management
Michigan
$8.8M +$1.21M +15,551 +17%
NL
503
NWAM LLC
Washington
$8.8M +$621K +8,010 +8%
KWA
504
Kingswood Wealth Advisors
California
$8.69M +$354K +4,564 +4%
AI
505
Accredited Investors
Minnesota
$8.69M -$731K -9,430 -8%
EGWAG
506
Elwood & Goetz Wealth Advisory Group
Georgia
$8.63M +$73.6K +949 +0.9%
MJFG
507
Mars Jewett Financial Group
Washington
$8.63M +$8.3M +107,072 New
UBV
508
United Bank (Virginia)
Virginia
$8.62M -$633K -8,166 -7%
RWA
509
Rooted Wealth Advisors
Illinois
$8.6M -$30.7M -396,119 -79%
IA
510
Integrity Alliance
Iowa
$8.52M +$465K +6,001 +6%
CCM
511
Cannon Capital Management
Utah
$8.45M +$941K +12,135 +13%
RWP
512
RWA Wealth Partners
Massachusetts
$8.42M +$218K +2,814 +3%
WT
513
Washington Trust
Rhode Island
$8.39M +$33.3K +430 +0.4%
CWMK
514
Caliber Wealth Management (Kansas)
Kansas
$8.37M -$228K -2,940 -3%
PCM
515
Parsons Capital Management
Rhode Island
$8.35M +$172K +2,223 +2%
FIC
516
Family Investment Center
Missouri
$8.35M -$104K -1,346 -1%
VFA
517
Valeo Financial Advisors
Indiana
$8.33M -$1.64M -21,166 -16%
UCFA
518
United Capital Financial Advisors
Texas
$8.27M +$36.4K +470 +0.5%
HWA
519
HighRoad Wealth Advisors
Oregon
$8.27M +$38.8K +500 +0.5%
BAWM
520
Bennett Associates Wealth Management
Pennsylvania
$8.26M -$611K -7,877 -7%
SFWA
521
Summit Financial Wealth Advisors
Louisiana
$8.24M +$7.44K +96 +0.1%
SPWM
522
Smith Partners Wealth Management
North Carolina
$8.2M -$313K -4,037 -4%
FF
523
Francis Financial
$8.19M +$26.6K +343 +0.3%
EPW
524
Endeavor Private Wealth
Kansas
$8.17M -$736K -9,492 -9%
AFP
525
Ausdal Financial Partners
Iowa
$8.16M +$114K +1,466 +1%
19 20
21
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