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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
526
Financial Insights
Washington
$3.18M +$1.43M +28,056 +82%
AWM
527
Axxcess Wealth Management
California
$3.18M +$908K +17,824 +40%
FFA
528
First Foundation Advisors
California
$3.17M – – –
OFW
529
Omnia Family Wealth
Florida
$3.16M – – –
CPO
530
Cerity Partners OCIO
New York
$3.16M +$2.11M +41,488 +202%
ZIG
531
Zuckerman Investment Group
Illinois
$3.16M +$40.5K +796 +1%
PIFP
532
Partners in Financial Planning
Virginia
$3.15M +$9.17K +180 +0.3%
BTI
533
Blue Trust Inc
Georgia
$3.15M +$3.34M +65,644 +5,003%
GL
534
Graypoint LLC
New York
$3.15M -$279K -5,476 -8%
MFT
535
Moisand Fitzgerald Tamayo
Florida
$3.14M +$318K +6,236 +11%
RGF
536
Retirement Guys Formula
Ohio
$3.14M -$749K -14,704 -19%
GCA
537
Gradient Capital Advisors
California
$3.12M +$98.2K +1,928 +3%
GJIA
538
Glass Jacobson Investment Advisors
Maryland
$3.11M +$3.11M +60,996 New
MAG
539
Mokosak Advisory Group
Iowa
$3.08M -$30.2K -592 -1%
SYBT
540
Stock Yards Bank & Trust
Kentucky
$3.05M -$201K -3,952 -6%
MOS
541
MGO One Seven
Ohio
$3.04M +$469K +9,216 +18%
EWA
542
EP Wealth Advisors
California
$3.03M -$46K -904 -1%
KIA
543
KCM Investment Advisors
California
$2.99M -$5.09K -100 -0.2%
CWM
544
Capital Wealth Management
Rhode Island
$2.97M -$511K -10,028 -15%
ACM
545
Advisors Capital Management
New Jersey
$2.96M +$260K +5,112 +10%
CFO
546
Custos Family Office
Texas
$2.96M -$3.01M -59,008 -50%
MA
547
Modus Advisors
Minnesota
$2.95M +$128K +2,512 +5%
MWM
548
MorganRosel Wealth Management
Colorado
$2.94M +$86.2K +1,692 +3%
SS
549
Simplicity Solutions
Minnesota
$2.94M -$121K -2,372 -4%
AIA
550
Alera Investment Advisors
Illinois
$2.94M -$16.1K -316 -0.5%
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