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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
651
Fogel Capital Management
Florida
$3.76M +$21.5K +316 +0.6%
FPWM
652
Five Pine Wealth Management
Idaho
$3.74M +$3.84M +56,632 New
PVI
653
Pine Valley Investments
New Jersey
$3.74M +$1.39M +20,468 +57%
RCWM
654
Red Crane Wealth Management
California
$3.72M +$3.83M +56,408 New
WS
655
Wedbush Securities
California
$3.72M +$1.42M +20,964 +59%
MPCL
656
My Personal CFO LLC
Washington
$3.71M +$673K +9,916 +21%
VCA
657
Verdence Capital Advisors
Maryland
$3.71M +$578K +8,516 +18%
LA
658
Legacy Advisors
Pennsylvania
$3.71M -$45.9K -676 -1%
GWMR
659
GC Wealth Management RIA
Massachusetts
$3.7M +$326K +4,804 +9%
LSA
660
Lion Street Advisors
Texas
$3.7M +$389K +5,736 +11%
PFG
661
Pinnacle Financial Group
Illinois
$3.68M +$529K +7,796 +16%
BBWP
662
Beacon Bridge Wealth Partners
Pennsylvania
$3.66M -$85.5K -1,260 -2%
BSSFA
663
Baron Silver Stevens Financial Advisors
Florida
$3.64M +$14.7K +216 +0.4%
GWM
664
Greenwich Wealth Management
Connecticut
$3.64M +$32.6K +480 +0.9%
MSWA
665
Marshall & Sterling Wealth Advisors
New York
$3.63M +$3.74M +55,048 New
LFAS
666
Level Four Advisory Services
Texas
$3.63M +$142K +2,088 +4%
SBH
667
Segall Bryant & Hamill
Illinois
$3.63M -$155K -2,276 -4%
WMG
668
WESCAP Management Group
California
$3.62M +$22.8K +336 +0.6%
FHA
669
Flagship Harbor Advisors
Massachusetts
$3.61M +$38.3K +564 +1%
AWA
670
Adapt Wealth Advisors
Georgia
$3.61M -$36.7K -540 -1%
PW
671
Peninsula Wealth
California
$3.58M +$15.8K +232 +0.4%
VCWM
672
Vista Cima Wealth Management
Arizona
$3.57M +$3.67M +54,060 New
VIA
673
Vickerman Investment Advisors
Washington
$3.57M -$91.5K -1,348 -2%
ACA
674
Aptus Capital Advisors
Alabama
$3.55M +$1.08M +15,856 +42%
AWAP
675
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.52M +$145K +2,140 +4%
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