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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
551
Beaumont Capital Management
Massachusetts
$5.68M – – –
FUBT
552
First United Bank & Trust
Maryland
$5.67M +$548K +7,628 +11%
RF
553
Robinswood Financial
Washington
$5.64M -$13.5K -188 -0.2%
OL
554
Optas LLC
Texas
$5.63M -$2.43M -33,796 -31%
SG
555
StoneX Group
New York
$5.63M -$89K -1,240 -2%
CBA
556
Coastal Bridge Advisors
Connecticut
$5.62M -$121K -1,680 -2%
CIP
557
Capital Insight Partners
Arizona
$5.6M +$348K +4,840 +7%
EW
558
Evoke Wealth
California
$5.6M +$1.92M +26,764 +54%
BWM
559
BKM Wealth Management
Wisconsin
$5.57M -$8.04K -112 -0.1%
EPAM
560
Evelyn Partners Asset Management
$5.57M +$522K +7,268 +11%
KWA
561
Kingswood Wealth Advisors
California
$5.54M +$2.09M +29,148 +63%
RWIA
562
Roger Wittlin Investment Advisory
California
$5.5M -$23K -320 -0.4%
VCWM
563
Vista Cima Wealth Management
Arizona
$5.5M +$200K +2,780 +4%
BPC
564
Bearing Point Capital
Minnesota
$5.48M +$35.9K +500 +0.7%
PFG
565
PAX Financial Group
Texas
$5.46M -$105K -1,456 -2%
CCM
566
Colorado Capital Management
Colorado
$5.45M +$128K +1,788 +2%
KWMG
567
King Wealth Management Group
Florida
$5.43M -$128K -1,776 -2%
GG
568
Gleason Group
Kentucky
$5.43M +$11.8K +164 +0.2%
LEA
569
Legacy Edge Advisors
New York
$5.42M +$13.8K +192 +0.3%
OGF
570
Orin Green Financial
California
$5.41M +$52.9K +736 +1%
EP
571
Ehrenkranz Partners
New York
$5.39M +$5.25M +73,168 New
PWMG
572
Pinnacle Wealth Management Group
Michigan
$5.38M +$5.26M +73,280 New
GSWM
573
Greenup Street Wealth Management
Michigan
$5.37M +$5.26M +73,192 New
FGWP
574
Founders Grove Wealth Partners
Virginia
$5.37M -$132K -1,832 -2%
CIA
575
Choate Investment Advisors
Massachusetts
$5.32M -$108M -1,497,680 -95%
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