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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
826
Planning Directions
Pennsylvania
$1.73M +$23.6K +388 +1%
GP
827
Greenline Partners
New York
$1.72M +$516K +8,496 +42%
IF
828
Ironwood Financial
Arizona
$1.7M +$34.3K +564 +2%
YWS
829
Yarger Wealth Strategies
Ohio
$1.7M – – –
LCC
830
Lincoln Capital Corp
Rhode Island
$1.7M -$6.81K -112 -0.4%
MWA
831
Monograph Wealth Advisors
California
$1.69M +$619K +10,188 +58%
CIA
832
Choate Investment Advisors
Massachusetts
$1.69M +$242K +3,988 +17%
HCMT
833
Highland Capital Management (Tennessee)
Tennessee
$1.69M -$137K -2,260 -8%
MWM
834
Modern Wealth Management
Kansas
$1.69M +$756K +12,436 +81%
BFO
835
Boston Family Office
Massachusetts
$1.68M +$204K +3,360 +14%
WB
836
West Bancorporation
Iowa
$1.67M -$46.2K -760 -3%
ECA
837
Elevated Capital Advisors
Utah
$1.67M -$94.1K -1,548 -5%
RH
838
RFG Holdings
Texas
$1.67M +$24.1K +396 +1%
NLP
839
Next Level Private
New York
$1.65M +$486 +8 +0%
CCG
840
Chatham Capital Group
Georgia
$1.65M +$75.4K +1,240 +5%
BAM
841
Belpointe Asset Management
Nevada
$1.65M +$662K +10,900 +67%
AFS
842
AFG Fiduciary Services
Massachusetts
$1.64M -$162K -2,660 -9%
AF
843
Affiance Financial
Minnesota
$1.64M +$49.8K +820 +3%
S
844
Sachetta
Massachusetts
$1.62M +$34.5K +568 +2%
NCMW
845
Northern Capital Management (Washington)
Washington
$1.61M +$178K +2,928 +12%
MCWS
846
McKinley Carter Wealth Services
West Virginia
$1.61M -$39.4K -648 -2%
HWMG
847
Hurlow Wealth Management Group
Indiana
$1.61M +$1.46K +24 +0.1%
V
848
ViaWealth
Kansas
$1.6M – – –
ACA
849
Atlas Capital Advisors
Wyoming
$1.6M -$832K -13,692 -34%
WWM
850
Western Wealth Management
Colorado
$1.57M +$346K +5,696 +28%
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