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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
551
Principle Wealth Partners
Connecticut
$1.63M +$1.52M +31,468 New
BW
552
Bison Wealth
Georgia
$1.61M +$6.58K +136 +0.4%
CHA
553
Carmichael Hill & Associates
Maryland
$1.6M +$12.4K +256 +0.8%
ECG
554
Edge Capital Group
Georgia
$1.58M +$3.87K +80 +0.3%
HB
555
Homrich & Berg
Georgia
$1.58M +$152K +3,136 +11%
LWMG
556
Levy Wealth Management Group
Pennsylvania
$1.57M +$1.47M +30,428 New
NWS
557
Newport Wealth Strategies
California
$1.55M – – –
BUB
558
BBVA USA Bancshares
Texas
$1.55M -$303K -6,256 -17%
CAGAS
559
Capital Advisory Group Advisory Services
Minnesota
$1.55M +$313K +6,464 +27%
CWMU
560
Caliber Wealth Management (Utah)
Utah
$1.53M +$1.43M +29,564 New
CHC
561
City Holding Co
West Virginia
$1.52M +$1.07M +22,160 +302%
PWMAG
562
Pinnacle Wealth Management Advisory Group
New Jersey
$1.52M +$1.94K +40 +0.1%
BSSFA
563
Baron Silver Stevens Financial Advisors
Florida
$1.51M +$1.42M +29,288 New
JFA
564
Johanson Financial Advisors
California
$1.51M +$121K +2,492 +9%
SWA
565
Sax Wealth Advisors
New Jersey
$1.51M +$1.41M +29,192 New
CPWM
566
Cypress Point Wealth Management
Texas
$1.5M +$1.41M +29,028 New
DHFB
567
Dixon Hubard Feinour & Brown
Virginia
$1.49M – – –
ACA
568
Affinity Capital Advisors
California
$1.48M -$3.87K -80 -0.3%
BRWA
569
B. Riley Wealth Advisors
Florida
$1.47M -$5.1M -105,368 -79%
AC
570
Apella Capital
Connecticut
$1.47M +$128K +2,648 +10%
HNW
571
High Note Wealth
Minnesota
$1.47M +$1.38M +28,476 New
FLI
572
Family Legacy Inc
South Carolina
$1.46M +$17.8K +368 +1%
RTS
573
Round Table Services
New Jersey
$1.45M +$90.8K +1,876 +7%
EA
574
Eclectic Associates
California
$1.45M +$1.36M +28,016 New
FC
575
Ferris Capital
Massachusetts
$1.44M +$57.1K +1,180 +4%
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