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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
501
Scotia Capital
Ontario, Canada
$2.99M +$350K +6,476 +12%
GWM
502
Greenwich Wealth Management
Connecticut
$2.98M +$54K +1,000 +2%
FPCG
503
Forum Private Client Group
Indiana
$2.97M +$600K +11,108 +23%
KPWS
504
Kestra Private Wealth Services
Texas
$2.96M -$15.3K -284 -0.5%
SFWA
505
Summit Financial Wealth Advisors
Louisiana
$2.95M -$18.6K -344 -0.6%
WMG
506
WESCAP Management Group
California
$2.95M -$258K -4,784 -7%
SFA
507
Sequoia Financial Advisors
Ohio
$2.95M -$276K -5,116 -8%
PLU
508
Performa Ltd (US)
South Carolina
$2.95M +$1.5M +27,788 +87%
BAM
509
Belpointe Asset Management
Nevada
$2.94M +$1.57M +29,148 +96%
IP
510
Investment Partners
Ohio
$2.91M -$253K -4,684 -7%
KIA
511
KCM Investment Advisors
California
$2.91M -$5.4K -100 -0.2%
TW
512
Towerpoint Wealth
California
$2.89M +$353K +6,540 +13%
SS
513
Simplicity Solutions
Minnesota
$2.88M +$381K +7,044 +14%
G
514
Gainplan
Michigan
$2.87M +$219K +4,048 +7%
RA
515
RFG Advisory
Alabama
$2.85M +$1.9M +35,232 +204%
PGF
516
Plan Group Financial
Oklahoma
$2.85M +$3.12M +57,836 New
FAP
517
Financial Advisory Partners
Florida
$2.85M +$68.5K +1,268 +2%
SWA
518
SOA Wealth Advisors
New York
$2.84M -$56K -1,036 -2%
AMBIA
519
Allen Mooney & Barnes Investment Advisors
Georgia
$2.83M -$25.3K -468 -0.8%
ZIG
520
Zuckerman Investment Group
Illinois
$2.81M +$64.6K +1,196 +2%
GC
521
Gilbert & Cook
Iowa
$2.81M +$305K +5,648 +11%
CWMGP
522
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.81M -$123K -2,280 -4%
FUBT
523
First United Bank & Trust
Maryland
$2.8M -$972K -17,988 -24%
FNT
524
First National Trust
Pennsylvania
$2.8M +$25.7K +476 +0.8%
FAIM
525
Financial Advocates Investment Management
Washington
$2.76M -$270K -4,992 -8%
19 20
21
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