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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
501
Columbus Macro
Pennsylvania
$2.62M – – –
CIAS
502
Capital Investment Advisory Services
North Carolina
$2.62M -$33.2K -572 -1%
MWA
503
Meridian Wealth Advisors
Texas
$2.62M +$492K +8,492 +24%
LWMG
504
Levy Wealth Management Group
Pennsylvania
$2.61M +$210K +3,632 +9%
KC
505
Kingfisher Capital
North Carolina
$2.61M +$107K +1,840 +4%
EFL
506
ERn Financial LLC
Wisconsin
$2.61M -$102K -1,756 -4%
G
507
Gainplan
Michigan
$2.59M +$300K +5,168 +13%
AWA
508
Arete Wealth Advisors
Illinois
$2.57M +$134K +2,312 +5%
BIM
509
Bridges Investment Management
Nebraska
$2.56M -$33.8K -584 -1%
KTM
510
Keeler Thomas Management
Utah
$2.55M +$1.11M +19,204 +81%
JAFL
511
Jay A. Fishman Ltd
Michigan
$2.55M +$5.8K +100 +0.2%
DC
512
DeDora Capital
California
$2.54M -$532K -9,184 -18%
DWM
513
Defined Wealth Management
Oregon
$2.52M +$7.42K +128 +0.3%
ST
514
Spinnaker Trust
Maine
$2.52M -$47.3K -816 -2%
DIA
515
Dana Investment Advisors
Wisconsin
$2.46M +$31.3K +540 +1%
QCM
516
Quest Capital Management
Texas
$2.46M +$1.02M +17,620 +74%
AIM
517
Anchor Investment Management
South Carolina
$2.45M -$67.7K -1,168 -3%
WLIM
518
White Lighthouse Investment Management
Massachusetts
$2.44M +$99K +1,708 +4%
WS
519
Wedbush Securities
California
$2.44M +$20.9K +360 +0.9%
NPI
520
New Perspectives Inc
Mississippi
$2.42M +$2.36M +40,776 New
RPCA
521
Running Point Capital Advisors
California
$2.42M +$695 +12 +0%
CAGAS
522
Capital Advisory Group Advisory Services
Minnesota
$2.41M -$21.3K -368 -0.9%
ASN
523
Advisory Services Network
Georgia
$2.36M +$574K +9,896 +33%
BSSFA
524
Baron Silver Stevens Financial Advisors
Florida
$2.35M +$2.3M +39,672 New
CHC
525
City Holding Co
West Virginia
$2.35M +$377K +6,512 +20%
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