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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
501
Kingswood Wealth Advisors
California
$7.42M +$422K +5,684 +6%
KCAM
502
Kagan Cocozza Asset Management
New Jersey
$7.39M +$90K +1,212 +1%
EPAM
503
Evelyn Partners Asset Management
$7.37M +$1.27M +17,084 +20%
SFG
504
Strive Financial Group
Indiana
$7.37M +$395K +5,316 +5%
WTB
505
Washington Trust Bank
Washington
$7.36M +$4.88M +65,680 +178%
SFWA
506
Summit Financial Wealth Advisors
Louisiana
$7.33M +$134K +1,800 +2%
UCFA
507
United Capital Financial Advisors
Texas
$7.33M -$225K -3,032 -3%
HWA
508
HighRoad Wealth Advisors
Oregon
$7.33M -$73.1K -984 -1%
PCIA
509
Prime Capital Investment Advisors
Kansas
$7.31M -$93K -1,252 -1%
RWP
510
RWA Wealth Partners
Massachusetts
$7.3M +$233K +3,136 +3%
JBA
511
Johnson Bixby & Associates
Washington
$7.28M +$279K +3,752 +4%
PCM
512
Parsons Capital Management
Rhode Island
$7.28M +$63.9K +860 +0.9%
FF
513
Francis Financial
$7.27M -$292K -3,928 -4%
NL
514
NWAM LLC
Washington
$7.26M -$79.9K -1,076 -1%
AIA
515
Arcadia Investment Advisors
Idaho
$7.22M -$3.27K -44 -0%
TA
516
TruWealth Advisors
Louisiana
$7.18M -$177K -2,376 -2%
GHAM
517
Gilman Hill Asset Management
Connecticut
$7.17M +$572K +7,700 +8%
AFP
518
Ausdal Financial Partners
Iowa
$7.17M +$340K +4,580 +5%
IA
519
IFS Advisors
Kansas
$7.16M +$336K +4,520 +5%
IA
520
Integrity Alliance
Iowa
$7.16M -$4.77M -64,168 -39%
HAC
521
Harbor Advisory Corp
New Hampshire
$7.16M -$3.04M -40,892 -29%
CM
522
Cornerstone Management
Georgia
$7.15M +$1.55M +20,900 +27%
NWM
523
Northcape Wealth Management
New York
$7.14M -$63.9K -860 -0.9%
QIM
524
Quest Investment Management
Oregon
$7.13M +$222K +2,988 +3%
CFO
525
Custos Family Office
Texas
$7.12M -$78.5K -1,056 -1%
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