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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
526
Moisand Fitzgerald Tamayo
Florida
$2.76M +$1.22M +22,564 +67%
CFA
527
Cahill Financial Advisors
Minnesota
$2.73M -$150K -2,768 -5%
AIA
528
Alera Investment Advisors
Illinois
$2.72M -$29.2K -540 -1%
WCM
529
Windham Capital Management
Massachusetts
$2.69M – – –
CF
530
Centaurus Financial
California
$2.65M -$47.3K -876 -2%
GGS
531
Galvin Gaustad & Stein
Arizona
$2.65M -$232K -4,288 -7%
CHC
532
City Holding Co
West Virginia
$2.63M +$227K +4,200 +9%
SWA
533
Sightline Wealth Advisors
Connecticut
$2.63M -$222K -4,116 -7%
MSFS
534
Main Street Financial Solutions
Pennsylvania
$2.62M -$57.7K -1,068 -2%
CFS
535
CRA Financial Services
New Jersey
$2.62M +$540K +9,988 +23%
RIA
536
Regal Investment Advisors
Michigan
$2.61M -$105K -1,948 -4%
PIFP
537
Partners in Financial Planning
Virginia
$2.59M +$12.3K +228 +0.5%
AFM
538
Abbot Financial Management
Massachusetts
$2.58M -$2.16K -40 -0.1%
WBCM
539
Wilson & Boucher Capital Management
California
$2.58M -$4.11K -76 -0.1%
FTS
540
Fifth Third Securities
Ohio
$2.57M +$2.82M +52,212 New
MA
541
Modus Advisors
Minnesota
$2.57M +$1.3K +24 +0%
CP
542
Camelot Portfolios
Ohio
$2.56M -$307K -5,688 -10%
TFA
543
TPG Financial Advisors
Oregon
$2.55M +$82.8K +1,532 +3%
SAM
544
Sawgrass Asset Management
Florida
$2.54M -$86.4K -1,600 -3%
RTS
545
Round Table Services
New Jersey
$2.52M +$741K +13,720 +37%
KC
546
Kingfisher Capital
North Carolina
$2.49M -$22K -408 -0.8%
MAG
547
Mokosak Advisory Group
Iowa
$2.49M +$126K +2,332 +5%
EFL
548
ERn Financial LLC
Wisconsin
$2.49M +$330K +6,100 +14%
LWM
549
Laidlaw Wealth Management
New York
$2.49M +$434K +8,036 +19%
AMM
550
American Money Management
California
$2.48M -$52.3K -968 -2%
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