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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1026
BOS Asset Management
Illinois
$1.75M – – –
MWM
1027
Modern Wealth Management
Kansas
$1.74M -$1.68M -23,132 -49%
ACA
1028
Arsenal Capital Advisors
Pennsylvania
$1.74M +$1.74M +23,940 New
SWM
1029
Spire Wealth Management
Virginia
$1.74M +$44.8K +616 +3%
V
1030
ViaWealth
Kansas
$1.74M -$76.2K -1,048 -4%
HIA
1031
Harbor Investment Advisory
Maryland
$1.73M +$61.1K +840 +4%
BSB
1032
Bangor Savings Bank
Maine
$1.73M -$34.3K -472 -2%
VA
1033
Vident Advisory
Georgia
$1.72M +$6.69K +92 +0.4%
RWM
1034
Ritholtz Wealth Management
New York
$1.72M +$21.8K +300 +1%
FA
1035
Flagstar Advisors
New York
$1.72M -$84.4K -1,160 -5%
SOS
1036
Silver Oak Securities
Tennessee
$1.71M +$65.2K +896 +4%
SA
1037
SoundView Advisors
Washington
$1.71M +$1.72M +23,576 New
AL
1038
Aspiriant LLC
California
$1.71M +$720K +9,900 +73%
CIAS
1039
CFS Investment Advisory Services
New Jersey
$1.7M +$69.8K +960 +4%
PCA
1040
Pallas Capital Advisors
Massachusetts
$1.7M +$729K +10,024 +75%
CWA
1041
Crux Wealth Advisors
California
$1.7M -$132K -1,812 -7%
BFO
1042
Biltmore Family Office
North Carolina
$1.7M +$164K +2,252 +11%
SCTC
1043
Sanibel Captiva Trust Company
Florida
$1.69M -$244K -3,360 -13%
VFG
1044
Victory Financial Group
Texas
$1.69M +$34.6K +476 +2%
RCM
1045
RMR Capital Management
California
$1.68M -$144K -1,980 -8%
BC
1046
Brio Consultants
California
$1.67M +$94.9K +1,304 +6%
BC
1047
Bowman & Company
Wisconsin
$1.67M +$62.9K +864 +4%
BRIA
1048
Balanced Rock Investment Advisors
Massachusetts
$1.67M +$134K +1,848 +9%
MSS
1049
Mitchell Sinkler & Starr
Pennsylvania
$1.66M -$134K -1,840 -7%
IFA
1050
Interactive Financial Advisors
Illinois
$1.65M -$410K -5,636 -20%
40 41
42
43 44