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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
651
Conservest Capital Advisors
Pennsylvania
$3.71M -$29.5K -440 -0.8%
CWM
652
Congress Wealth Management
Massachusetts
$3.7M +$2.06M +30,752 +117%
HWA
653
Hilltop Wealth Advisors
North Carolina
$3.7M -$232K -3,452 -6%
PIFP
654
Partners in Financial Planning
Virginia
$3.7M +$12.9K +192 +0.3%
PVI
655
Pine Valley Investments
New Jersey
$3.69M +$35.7K +532 +0.9%
FCM
656
Fogel Capital Management
Florida
$3.67M -$4.29K -64 -0.1%
RCWM
657
Red Crane Wealth Management
California
$3.67M +$22.8K +340 +0.6%
AC
658
Anson Capital
Georgia
$3.67M +$3.6M +53,596 +1,685%
SEIA
659
Signature Estate & Investment Advisors
California
$3.66M -$105K -1,560 -3%
MFT
660
Moisand Fitzgerald Tamayo
Florida
$3.66M -$109K -1,628 -3%
FHA
661
Flagship Harbor Advisors
Massachusetts
$3.66M +$128K +1,908 +3%
MPCL
662
My Personal CFO LLC
Washington
$3.64M +$9.13K +136 +0.2%
LFAS
663
Level Four Advisory Services
Texas
$3.64M +$85.9K +1,280 +2%
WMG
664
WESCAP Management Group
California
$3.63M +$90.7K +1,352 +2%
LSA
665
Lion Street Advisors
Texas
$3.63M +$11.8K +176 +0.3%
WS
666
Wedbush Securities
California
$3.63M -$16.1K -240 -0.4%
CPL
667
CAP Partners LLC
Tennessee
$3.62M -$2.36M -35,108 -39%
FAB
668
First American Bank
Illinois
$3.62M +$279K +4,152 +8%
AWAP
669
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.61M +$164K +2,448 +5%
RGF
670
Retirement Guys Formula
Ohio
$3.6M +$394K +5,876 +12%
AP
671
Americana Partners
Texas
$3.59M -$646K -9,628 -15%
CWM
672
Cornerstone Wealth Management
Missouri
$3.59M -$165K -2,460 -4%
GWM
673
Greenwich Wealth Management
Connecticut
$3.56M -$805 -12 -0%
AI
674
Atria Investments
North Carolina
$3.55M -$719K -10,712 -16%
BPWM
675
Badgley Phelps Wealth Managers
Washington
$3.55M +$275K +4,092 +8%
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