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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1026
Gerber Kawasaki Wealth & Investment Management
California
$364K -$80.7K -1,336 -18%
SFP
1027
Strategic Financial Partners
Oregon
$364K +$242 +4 +0.1%
BCM
1028
Bienville Capital Management
New York
$363K – – –
CMBA
1029
C.M. Bidwell & Associates
Hawaii
$363K – – –
SAM
1030
Silvercrest Asset Management
New York
$363K – – –
FFWA
1031
FRG Family Wealth Advisors
Washington
$363K +$2.17K +36 +0.6%
EWM
1032
EPG Wealth Management
Georgia
$362K – – –
MIG
1033
McGuire Investment Group
Rhode Island
$362K – – –
FPGK
1034
Financial Partners Group (Kansas)
Kansas
$362K +$725 +12 +0.2%
CAL
1035
Capital Advisors Ltd
Ohio
$361K +$2.9K +48 +0.8%
MFG
1036
Monumental Financial Group
Maryland
$360K – – –
WA1
1037
Wimmer Associates 1
California
$359K -$13.3K -220 -3%
SB
1038
Sunflower Bank
Texas
$359K – – –
SIAG
1039
Safeguard Investment Advisory Group
California
$359K +$725 +12 +0.2%
KW
1040
KWB Wealth
California
$354K -$2.17K -36 -0.6%
FPCM
1041
Financial Partners Capital Management
New York
$353K – – –
BCI
1042
Brinker Capital Investments
Pennsylvania
$352K – – –
RFA
1043
Reilly Financial Advisors
California
$351K +$93.8K +1,552 +35%
SCA
1044
Stonebridge Capital Advisors
Minnesota
$351K +$279K +4,620 +354%
WSFS
1045
Wilmington Savings Fund Society
Delaware
$349K -$60.9K -1,008 -15%
CWM
1046
Chicago Wealth Management
Illinois
$349K – – –
PWA
1047
Physician Wealth Advisors
Utah
$349K +$483 +8 +0.1%
MP
1048
McDonald Partners
Ohio
$344K – – –
CCM
1049
Crew Capital Management
Ohio
$343K -$6.04K -100 -2%
GF
1050
Gries Financial
Ohio
$343K – – –
40 41
42
43 44