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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
Wealth Alliance
New York
$3.56M -$184K -2,536 -5%
BWM
752
Boyd Wealth Management
California
$3.53M -$3.49K -48 -0.1%
GAM
753
GEM Asset Management
Michigan
$3.51M +$200K +2,752 +6%
CIA
754
Covington Investment Advisors
Pennsylvania
$3.5M +$1.03M +14,096 +41%
GSWA
755
Good Steward Wealth Advisors
Tennessee
$3.5M +$523K +7,188 +18%
TFGT
756
TS Financial Group (TSFG)
Illinois
$3.5M -$409K -5,628 -10%
GWM
757
GoalFusion Wealth Management
Texas
$3.48M +$117K +1,608 +3%
AWA
758
Adapt Wealth Advisors
Georgia
$3.48M -$330K -4,532 -9%
BHWM
759
Bar Harbor Wealth Management
New Hampshire
$3.47M -$20.9K -288 -0.6%
BI
760
Beckerman Institutional
New Jersey
$3.46M +$96.6K +1,328 +3%
AWM
761
Aprio Wealth Management
Georgia
$3.45M +$331K +4,552 New
EW
762
Evoke Wealth
California
$3.45M -$2.07M -28,424 -37%
WAM
763
WealthTrust Asset Management
Florida
$3.44M +$3.45M +47,436 New
SWM
764
SeaCrest Wealth Management
New York
$3.43M +$467K +6,424 +16%
IC
765
IEQ Capital
California
$3.42M -$314K -4,316 -8%
OL
766
Optas LLC
Texas
$3.41M -$2.16M -29,640 -39%
FPH
767
Financial Planning Hawaii
Hawaii
$3.41M +$3.42M +47,012 New
SFWC
768
Strategic Family Wealth Counselors
New Jersey
$3.4M +$145K +1,988 +5%
NB
769
Nicolet Bankshares
Wisconsin
$3.39M +$1.55M +21,244 +83%
QCG
770
Quadrant Capital Group
Ohio
$3.39M +$223K +3,060 +7%
MWM
771
Maltin Wealth Management
New Jersey
$3.39M +$140K +1,920 +4%
BOM
772
Bank of Marin
California
$3.37M – – –
MPCL
773
My Personal CFO LLC
Washington
$3.36M +$3.05M +41,952 +962%
MFA
774
Mayflower Financial Advisors
Massachusetts
$3.36M -$91.4K -1,256 -3%
BTWM
775
Baker Tilly Wealth Management
Wisconsin
$3.35M +$712K +9,784 +27%
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