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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
501
REDW Wealth
New Mexico
$3.75M -$125K -2,276 -3%
MG
502
Mather Group
Illinois
$3.74M -$412K -7,512 -9%
FNBSF
503
First National Bank Sioux Falls
South Dakota
$3.73M +$894K +16,304 +29%
MF
504
Meridian Financial
Massachusetts
$3.73M +$20.8K +380 +0.5%
CL
505
Choreo LLC
Illinois
$3.69M +$86K +1,568 +2%
HI
506
Harbour Investments
Wisconsin
$3.69M +$483K +8,800 +14%
KWMG
507
King Wealth Management Group
Florida
$3.67M +$1.1K +20 +0%
WWM
508
Windsor Wealth Management
Indiana
$3.67M +$372K +6,780 +11%
VCP
509
Verus Capital Partners
Arizona
$3.63M -$856K -15,604 -18%
GG
510
Gleason Group
Kentucky
$3.6M +$14K +256 +0.4%
GJIA
511
Glass Jacobson Investment Advisors
Maryland
$3.57M +$153K +2,788 +4%
KCM
512
Kendall Capital Management
Maryland
$3.55M +$74.1K +1,352 +2%
BTI
513
Blue Trust Inc
Georgia
$3.55M -$21.5K -392 -0.6%
SAM
514
S.A. Mason
Michigan
$3.54M +$300K +5,472 +9%
JWBC
515
John W. Brooker & Co
California
$3.51M +$11K +200 +0.3%
MW
516
Marcum Wealth
Ohio
$3.5M -$57.5K -1,048 -2%
TFGT
517
TS Financial Group (TSFG)
Illinois
$3.49M +$783K +14,272 +27%
PTC
518
Philadelphia Trust Company
Pennsylvania
$3.49M – – –
CIAS
519
Capital Investment Advisory Services
North Carolina
$3.49M +$32.9K +600 +0.9%
BWM
520
BCGM Wealth Management
Indiana
$3.48M -$4.2M -76,564 -53%
HWA
521
Hilltop Wealth Advisors
North Carolina
$3.45M -$96.1K -1,752 -3%
UB
522
UMB Bank
Missouri
$3.44M -$3.77M -68,808 -51%
GSAM
523
Grant Street Asset Management
Pennsylvania
$3.44M +$139K +2,540 +4%
BWM
524
Benchmark Wealth Management
Connecticut
$3.39M +$304K +5,540 +9%
SC
525
Scotia Capital
Ontario, Canada
$3.38M +$49.6K +904 +1%
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