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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
Conning Inc
Connecticut
$2.72M – – –
KWA
752
Kingswood Wealth Advisors
California
$2.72M -$494K -7,356 -15%
EWA
753
Encompass Wealth Advisors
Oregon
$2.71M +$16.9K +252 +0.6%
BCA
754
Bay Colony Advisors
Massachusetts
$2.7M -$69.8K -1,040 -2%
KF
755
Krilogy Financial
Missouri
$2.69M -$47.8K -712 -2%
SSI
756
Scott & Selber Inc
Texas
$2.68M +$74.1K +1,104 +3%
AG
757
AlTi Global
New York
$2.68M -$344K -5,124 -11%
RI
758
Ridgewood Investments
New Jersey
$2.68M +$205K +3,048 +8%
BL
759
Balentine LLC
Georgia
$2.67M +$1.41M +21,012 +104%
BI
760
Beckerman Institutional
New Jersey
$2.66M +$250K +3,720 +10%
AMM
761
American Money Management
California
$2.66M -$82.9K -1,236 -3%
DSC
762
Duncker Streett & Co
Missouri
$2.66M +$5.37K +80 +0.2%
SFG
763
Seamount Financial Group
Colorado
$2.65M +$153K +2,276 +6%
PIAS
764
PCA Investment Advisory Services
Ohio
$2.64M +$129K +1,924 +5%
RPCONE
765
Retirement Planning Company of New England
Rhode Island
$2.63M -$63.1K -940 -2%
PA
766
PFW Advisors
Georgia
$2.63M +$24.2K +360 +0.9%
SIA
767
Soltis Investment Advisors
Utah
$2.63M +$125K +1,868 +5%
UB
768
UMB Bank
Missouri
$2.62M -$17.2K -256 -0.6%
BA
769
BCM Advisors
Louisiana
$2.62M +$190K +2,824 +8%
ISFAN
770
Investor's Fiduciary Advisor Network
Washington
$2.62M -$182K -2,712 -6%
AWM
771
AAF Wealth Management
Massachusetts
$2.6M -$456K -6,792 -14%
IA
772
IFS Advisors
Kansas
$2.59M +$139K +2,068 +5%
MWM
773
Maltin Wealth Management
New Jersey
$2.59M +$155K +2,304 +6%
FFN
774
Focus Financial Network
Minnesota
$2.58M -$37.3K -556 -1%
AWM
775
Accredited Wealth Management
Kentucky
$2.56M +$344K +5,120 +15%
29 30
31
32 33