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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
501
Prime Capital Investment Advisors
Kansas
$7.48M -$149K -2,048 -2%
RMS
502
Retirement Management Systems
Maryland
$7.48M +$7.5M +103,084 New
HWA
503
HighRoad Wealth Advisors
Oregon
$7.48M +$7.5M +103,080 New
NL
504
NWAM LLC
Washington
$7.47M -$28.5K -392 -0.4%
BAWM
505
Bennett Associates Wealth Management
Pennsylvania
$7.45M +$56.7K +780 +0.8%
TA
506
TruWealth Advisors
Louisiana
$7.43M -$298K -4,100 -4%
KCAM
507
Kagan Cocozza Asset Management
New Jersey
$7.38M +$463K +6,360 +7%
SC
508
Sapient Capital
Indiana
$7.37M +$5.47M +75,180 +295%
HP
509
Holistic Planning
Texas
$7.36M +$1.25M +17,144 +20%
OFS
510
OneAscent Financial Services
Alabama
$7.34M -$5.53M -76,052 -43%
AIA
511
Arcadia Investment Advisors
Idaho
$7.3M +$1.66M +22,880 +29%
PCM
512
Parsons Capital Management
Rhode Island
$7.29M +$131K +1,796 +2%
SFWA
513
Summit Financial Wealth Advisors
Louisiana
$7.28M +$3.49M +47,944 +91%
NWM
514
Northcape Wealth Management
New York
$7.28M -$82.3K -1,132 -1%
CFO
515
Custos Family Office
Texas
$7.27M -$1.14M -15,672 -14%
RWP
516
RWA Wealth Partners
Massachusetts
$7.15M +$1.01M +13,848 +16%
SC
517
Steph & Co
Wisconsin
$7.14M -$313K -4,304 -4%
JBA
518
Johnson Bixby & Associates
Washington
$7.09M -$1.02M -13,992 -13%
MA
519
Mutual Advisors
Nebraska
$7.09M -$216K -2,964 -3%
KWA
520
Kingswood Wealth Advisors
California
$7.09M +$1.62M +22,212 +29%
SFG
521
Strive Financial Group
Indiana
$7.06M +$7.08M +97,324 New
WCFA
522
Walkner Condon Financial Advisors
Wisconsin
$7.03M -$60.5K -832 -0.9%
IAN
523
Integrated Advisors Network
Texas
$7.02M -$349K -4,792 -5%
FUBT
524
First United Bank & Trust
Maryland
$6.99M +$1.39M +19,160 +25%
QIM
525
Quest Investment Management
Oregon
$6.99M +$456K +6,268 +7%
19 20
21
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