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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
876
Modus Advisors
Minnesota
$2M -$81.6K -1,216 -4%
PD
877
Planning Directions
Pennsylvania
$1.98M -$38.7K -576 -2%
EPW
878
Endeavor Private Wealth
Kansas
$1.98M +$2.06M +30,656 New
PFA
879
Portland Financial Advisors
New York
$1.97M -$23.9K -356 -1%
IIM
880
InTrack Investment Management
Vermont
$1.97M +$714K +10,632 +53%
AIM
881
Anchor Investment Management
South Carolina
$1.97M -$9.93K -148 -0.5%
PAM
882
Peak Asset Management
Colorado
$1.96M -$608K -9,056 -23%
WIA
883
Wetzel Investment Advisors
Indiana
$1.96M +$265K +3,948 +15%
AF
884
Affiance Financial
Minnesota
$1.96M +$157K +2,344 +8%
CIA
885
Covington Investment Advisors
Pennsylvania
$1.96M +$54K +804 +3%
NCTC
886
New Covenant Trust Company
Indiana
$1.95M -$3.22K -48 -0.2%
BFA
887
Bragg Financial Advisors
North Carolina
$1.94M +$80.8K +1,204 +4%
PT
888
Plimoth Trust
Massachusetts
$1.94M +$507K +7,548 +34%
OFG
889
Oxford Financial Group
Indiana
$1.93M +$1.07K +16 +0.1%
CC
890
Callan Capital
California
$1.93M +$129K +1,924 +7%
LWM
891
LongView Wealth Management
Georgia
$1.93M +$333K +4,960 +20%
GC
892
Gibson Capital
Pennsylvania
$1.92M – – –
FTWA
893
Fifth Third Wealth Advisors
Ohio
$1.92M +$898K +13,380 +82%
SPF
894
South Plains Financial
Texas
$1.92M -$5.91K -88 -0.3%
JWA
895
JFS Wealth Advisors
Pennsylvania
$1.91M +$35.7K +532 +2%
SP
896
Stablepoint Partners
Massachusetts
$1.91M +$83.2K +1,240 +4%
YWM
897
Yukon Wealth Management
Kansas
$1.91M +$1.98M +29,568 New
MWA
898
Monograph Wealth Advisors
California
$1.9M – – –
WPW
899
Watershed Private Wealth
Illinois
$1.9M -$46.7K -696 -2%
VFG
900
Victory Financial Group
Texas
$1.9M -$1.17M -17,456 -37%
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