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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MI
701
Moneywise Inc
Virginia
$2.47M -$64.4K -1,060 -3%
SF
702
SWP Financial
California
$2.43M -$7.34M -120,828 -75%
FNT
703
First National Trust
Pennsylvania
$2.43M -$18.2K -300 -0.7%
FAIM
704
Financial Advocates Investment Management
Washington
$2.42M -$62.7K -1,032 -3%
AFM
705
Abbot Financial Management
Massachusetts
$2.41M – – –
PA
706
PFW Advisors
Georgia
$2.4M -$8.51K -140 -0.4%
KC
707
Kingfisher Capital
North Carolina
$2.39M +$15.6K +256 +0.7%
WF
708
Welch & Forbes
Massachusetts
$2.39M +$10.7K +176 +0.4%
AG
709
Advocate Group
Minnesota
$2.39M +$129K +2,116 +6%
FT
710
Fiduciary Trust
Massachusetts
$2.38M +$535K +8,804 +29%
PIAS
711
PCA Investment Advisory Services
Ohio
$2.37M +$64.7K +1,064 +3%
LW
712
Linscomb Wealth
Texas
$2.36M +$146K +2,396 +7%
NPI
713
New Perspectives Inc
Mississippi
$2.36M -$20.7K -340 -0.9%
MTIC
714
Missouri Trust & Investment Company
Missouri
$2.35M -$93.6K -1,540 -4%
SFG
715
Seamount Financial Group
Colorado
$2.34M +$105K +1,736 +5%
TFS
716
Thoroughbred Financial Services
Tennessee
$2.33M +$13.6K +224 +0.6%
SVWAG
717
Sound View Wealth Advisors Group
Georgia
$2.31M +$27K +444 +1%
CM
718
Columbus Macro
Pennsylvania
$2.31M -$122K -2,000 -5%
9WM
719
9258 Wealth Management
Ohio
$2.31M -$340K -5,596 -13%
FFO
720
Fiduciary Family Office
Florida
$2.3M – – –
SIA
721
Soltis Investment Advisors
Utah
$2.3M +$53.5K +880 +2%
AFG
722
Atomi Financial Group
New York
$2.29M +$559K +9,200 +32%
EWA
723
Encompass Wealth Advisors
Oregon
$2.29M +$5.83K +96 +0.3%
VCM
724
Vivaldi Capital Management
Illinois
$2.29M +$972 +16 +0%
ACA
725
Aptus Capital Advisors
Alabama
$2.29M -$73.4K -1,208 -3%
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