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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
851
Strengthening Families & Communities LLC
Massachusetts
$1.13M +$1.08M +20,616 New
AWA
852
Alta Wealth Advisors
Massachusetts
$1.13M +$2.1K +40 +0.2%
GC
853
Guidance Capital
Kentucky
$1.13M +$1.07M +20,424 New
SEP
854
Southland Equity Partners
Missouri
$1.12M -$5.45K -104 -0.5%
RSVP
855
Ramsay Stattman Vela & Price
Colorado
$1.11M – – –
GP
856
Greenline Partners
New York
$1.11M – – –
SWM
857
Spire Wealth Management
Virginia
$1.11M -$15.5K -296 -1%
EWM
858
Empirical Wealth Management
Washington
$1.11M +$205K +3,908 +24%
IC
859
IEQ Capital
California
$1.1M – – –
MJRIC
860
Mogy Joel R Investment Counsel
California
$1.1M -$11.5K -220 -1%
EW
861
Enzi Wealth
Texas
$1.1M -$304K -5,792 -23%
MWPCG
862
Measured Wealth Private Client Group
New Hampshire
$1.1M -$104K -1,980 -9%
CFFP
863
Center for Financial Planning
Michigan
$1.09M -$30.4K -580 -3%
SF
864
Safeguard Financial
Wisconsin
$1.09M +$2.94K +56 +0.3%
EFG
865
Everhart Financial Group
Ohio
$1.09M -$10.7K -204 -1%
KOC
866
Koss-Olinger Consulting
Florida
$1.08M -$35.4K -676 -3%
TCOV
867
Trust Company of Vermont
Vermont
$1.08M +$44.9K +856 +5%
GWAM
868
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.08M +$97.9K +1,868 +11%
CWMGP
869
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.08M -$17.8K -340 -2%
ECM
870
Evergreen Capital Management
Washington
$1.08M +$344K +6,556 +51%
FAB
871
First American Bank
Illinois
$1.07M +$419 +8 +0%
GLA
872
Good Life Advisors
Pennsylvania
$1.07M +$89.3K +1,704 +10%
FCM
873
Fortis Capital Management
Washington
$1.07M +$344K +6,560 +51%
RIA
874
Realta Investment Advisors
Delaware
$1.06M -$22.9K -436 -2%
RWRC
875
R.W. Roge & Company
New York
$1.06M – – –
33 34
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36 37