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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
526
Principle Wealth Partners
Connecticut
$2.13M +$384K +7,080 +22%
NWS
527
Newport Wealth Strategies
California
$2.13M +$176K +3,240 +9%
G
528
Gainplan
Michigan
$2.13M +$125K +2,296 +6%
CFS
529
CRA Financial Services
New Jersey
$2.13M +$25.8K +476 +1%
AWM
530
Avior Wealth Management
Nebraska
$2.12M +$286K +5,268 +13%
NFP
531
Narus Financial Partners
Utah
$2.11M +$2.07M +38,116 New
CWM
532
Capital Wealth Management
Rhode Island
$2.1M +$190K +3,504 +10%
TFA
533
TPG Financial Advisors
Oregon
$2.08M -$150K -2,764 -7%
BFA
534
Bragg Financial Advisors
North Carolina
$2.07M -$70.8K -1,304 -3%
AAM
535
Aureus Asset Management
Massachusetts
$2.06M +$96.8K +1,784 +5%
CCP
536
Clarkston Capital Partners
Michigan
$2.05M +$47.1K +868 +2%
GGS
537
Galvin Gaustad & Stein
Arizona
$2.04M +$280K +5,164 +16%
ICP
538
Interchange Capital Partners
Pennsylvania
$2.03M -$481K -8,868 -20%
SPA
539
Sentinel Pension Advisors
Massachusetts
$2.03M +$7.19M +132,420 +230%
CCMD
540
Cypress Capital Management (Delaware)
Delaware
$2.02M -$194K -3,580 -9%
TC
541
TAP Consulting
Missouri
$2.02M -$378K -6,964 -16%
TFGT
542
TS Financial Group (TSFG)
Illinois
$2.01M +$104K +1,908 +6%
CL
543
Choreo LLC
Illinois
$2.01M +$146K +2,692 +8%
JFA
544
Johanson Financial Advisors
California
$1.99M +$306K +5,640 +19%
SAG
545
Spotlight Asset Group
Illinois
$1.98M -$178K -3,284 -8%
CAM
546
Columbia Asset Management
Michigan
$1.98M +$37.6K +692 +2%
FT
547
Fiduciary Trust
Massachusetts
$1.98M – – –
KAH
548
Kathryn A. Hall
$1.97M – – –
MWA
549
Meridian Wealth Advisors
Texas
$1.97M +$98.3K +1,812 +5%
MNBTD
550
Moody National Bank Trust Division
Texas
$1.97M – – –
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