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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
501
Envision Financial
Wisconsin
$6.23M +$6.4M +94,280 New
KPWG
502
KFA Private Wealth Group
Virginia
$6.21M -$539K -7,936 -8%
SFS
503
Sowell Financial Services
Arkansas
$6.21M -$678K -9,984 -10%
CWS
504
Cypress Wealth Services
California
$6.2M -$213K -3,140 -3%
BWP
505
Bernardo Wealth Planning
Pennsylvania
$6.2M -$2.98M -43,888 -32%
CA
506
Capital Advantage
California
$6.13M +$471K +6,944 +8%
HI
507
Harbour Investments
Wisconsin
$6.11M +$285K +4,196 +5%
AFP
508
Ausdal Financial Partners
Iowa
$6.09M -$200K -2,944 -3%
GHAM
509
Gilman Hill Asset Management
Connecticut
$6.07M +$1.04M +15,260 +20%
SPC
510
Sigma Planning Corp
Michigan
$6.04M -$85.3K -1,256 -1%
LIG
511
Lokken Investment Group
Delaware
$6.02M -$188K -2,772 -3%
CPL
512
CAP Partners LLC
Tennessee
$6.02M -$46.2K -680 -0.7%
UCFA
513
United Capital Financial Advisors
Texas
$6M +$23.9K +352 +0.4%
FPB
514
First PREMIER Bank
South Dakota
$6M -$15.5K -228 -0.3%
TFA
515
Trinity Financial Advisors
Ohio
$5.95M +$2.93M +43,092 +91%
OCM
516
One Capital Management
California
$5.93M -$29.9K -440 -0.5%
MW
517
MBL Wealth
North Carolina
$5.88M -$89.6K -1,320 -1%
PFG
518
PAX Financial Group
Texas
$5.84M -$348K -5,128 -5%
MBI
519
May Barnhard Investments
Maryland
$5.84M +$537K +7,912 +10%
LWM
520
Latko Wealth Management
Illinois
$5.78M -$59.5K -876 -1%
CIP
521
Capital Insight Partners
Arizona
$5.78M -$119K -1,752 -2%
KCAM
522
Kagan Cocozza Asset Management
New Jersey
$5.77M +$5.93M +87,420 New
MAM
523
Mystic Asset Management
Rhode Island
$5.77M -$4.07K -60 -0.1%
RWM
524
Rialto Wealth Management
New York
$5.76M +$5.92M +87,264 New
GSAM
525
Grant Street Asset Management
Pennsylvania
$5.67M +$329K +4,852 +6%
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