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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
651
Stevens Capital Partners
Nebraska
$2.12M +$2.12M +41,608 New
JAFL
652
Jay A. Fishman Ltd
Michigan
$2.12M +$14.9K +292 +0.7%
AWAP
653
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.1M +$59.5K +1,168 +3%
CCB
654
Country Club Bank
Missouri
$2.1M +$729K +14,308 +53%
SIA
655
Strategic Investment Advisors
Michigan
$2.09M -$93.1K -1,828 -4%
DIA
656
Dana Investment Advisors
Wisconsin
$2.08M +$21.8K +428 +1%
DC
657
DeDora Capital
California
$2.08M -$18.7K -368 -0.9%
HIM
658
Hanlon Investment Management
New Jersey
$2.07M +$2.07M +40,632 New
WPW
659
Watershed Private Wealth
Illinois
$2.06M +$2.06M +40,428 New
GWM
660
GoalFusion Wealth Management
Texas
$2.05M +$151K +2,960 +9%
TI
661
Truepoint Inc
Ohio
$2.05M +$62.6K +1,228 +3%
TCA
662
Transcend Capital Advisors
New Jersey
$2.05M +$39.7K +780 +2%
LW
663
Linscomb Wealth
Texas
$2.04M +$223K +4,380 +12%
SWM
664
Southern Wealth Management
Texas
$2.02M -$467K -9,164 -19%
CWA
665
CM Wealth Advisors
Ohio
$2.02M – – –
GA
666
GFS Advisors
Texas
$2.02M +$45.8K +900 +2%
NEWAS
667
N.E.W. Advisory Services
Wisconsin
$2.01M +$114K +2,232 +6%
SSWM
668
Sheets Smith Wealth Management
North Carolina
$2M +$240K +4,720 +14%
GSAM
669
Grant Street Asset Management
Pennsylvania
$2M -$284K -5,576 -12%
CAM
670
Columbia Asset Management
Michigan
$1.99M +$8.76K +172 +0.4%
RWG
671
Regal Wealth Group
California
$1.99M – – –
BHWM
672
Bar Harbor Wealth Management
New Hampshire
$1.99M -$17.7K -348 -0.9%
CCP
673
Clarkston Capital Partners
Michigan
$1.96M -$21K -412 -1%
JE
674
JMAC Enterprises
Pennsylvania
$1.94M +$204 +4 +0%
CP
675
Camelot Portfolios
Ohio
$1.94M -$452K -8,876 -19%
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