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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1001
NBC Securities
Alabama
$1.89M +$48.3K +664 +3%
GPA
1002
Garrison Point Advisors
California
$1.89M +$58.5K +804 +3%
FCM
1003
Fortis Capital Management
Washington
$1.89M +$71.3K +980 +4%
MWA
1004
Medallion Wealth Advisors
Connecticut
$1.87M -$3.49K -48 -0.2%
GI
1005
GAMCO Investors
Connecticut
$1.86M +$1.27M +17,396 +210%
CFM
1006
Cornerstone Financial Management
Massachusetts
$1.86M +$1.86M +25,616 New
BRWA
1007
B. Riley Wealth Advisors
Florida
$1.86M -$70.7K -972 -4%
FCB
1008
First County Bank
Connecticut
$1.85M -$24.2K -332 -1%
ECM
1009
Evergreen Capital Management
Washington
$1.85M +$10.8K +148 +0.6%
OFG
1010
Opulen Financial Group
Virginia
$1.84M +$83.2K +1,144 +5%
SWA
1011
Sax Wealth Advisors
New Jersey
$1.83M -$23.9K -328 -1%
MCM
1012
MidAtlantic Capital Management
Virginia
$1.83M -$15.7K -216 -0.8%
SCP
1013
Stevens Capital Partners
Nebraska
$1.83M +$59.6K +820 +3%
ACGA
1014
Atlanta Consulting Group Advisors
Georgia
$1.82M -$138K -1,900 -7%
SAM
1015
Secure Asset Management
Michigan
$1.82M -$116K -1,600 -6%
WWC
1016
Waypoint Wealth Counsel
Georgia
$1.81M -$8.44K -116 -0.5%
CHAM
1017
Clear Harbor Asset Management
Connecticut
$1.81M -$2.91K -40 -0.2%
BMWM
1018
Brown Miller Wealth Management
Virginia
$1.81M -$29.7K -408 -2%
FIA
1019
Foundations Investment Advisors
Arizona
$1.8M +$470K +6,464 +35%
RWM
1020
Rockwood Wealth Management
Pennsylvania
$1.8M +$14K +192 +0.8%
SWA
1021
Strata Wealth Advisors
Texas
$1.79M -$35.8K -492 -2%
WJWM
1022
Williams Jones Wealth Management
New York
$1.78M – – –
SFS
1023
Security Financial Services
Indiana
$1.77M -$128K -1,760 -7%
ATC
1024
Adirondack Trust Company
New York
$1.75M – – –
LAM
1025
LOM Asset Management
$1.75M -$642K -8,820 -27%
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