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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1126
Atlantic Union Bankshares
Virginia
$769K – – –
HFS
1127
Heritage Financial Services
Massachusetts
$764K -$137K -2,324 -16%
BWG
1128
Balanced Wealth Group
Ohio
$764K -$651K -11,008 -47%
MPCG
1129
Matrix Private Capital Group
New York
$762K +$61K +1,032 +9%
MCM
1130
Mengis Capital Management
Oregon
$759K +$94.6K +1,600 +15%
CFO
1131
Collective Family Office
Pennsylvania
$759K +$21.5K +364 +3%
CW
1132
Channel Wealth
California
$757K -$138K -2,340 -16%
LGWM
1133
Litman Gregory Wealth Management
California
$757K +$63.8K +1,080 +10%
S
1134
SignatureFD
Georgia
$755K -$22.5K -380 -3%
ORC
1135
O'Rourke & Company
Massachusetts
$753K +$5.91K +100 +0.8%
TP
1136
Tranquility Partners
Tennessee
$749K +$236 +4 +0%
NP
1137
NorthRock Partners
Minnesota
$748K -$17.5K -296 -2%
BTI
1138
Blue Trust Inc
Georgia
$747K +$15.1K +256 +2%
GAB
1139
German American Bancorp
Indiana
$747K -$1.59M -26,968 -69%
SAI
1140
Savvy Advisors Inc
New York
$742K +$390K +6,600 +125%
IAA
1141
Independent Advisor Alliance
North Carolina
$739K -$201K -3,404 -22%
SIAS
1142
Summit Investment Advisory Services
Minnesota
$738K +$5.67K +96 +0.8%
VFPW
1143
Vantage Financial Partners (Wisconsin)
Wisconsin
$726K +$4.73K +80 +0.7%
BFA
1144
Buttonwood Financial Advisors
Maryland
$723K – – –
MWA
1145
Muirfield Wealth Advisors
North Carolina
$720K -$19.1K -324 -3%
CIA
1146
Capital Investment Advisors
Georgia
$713K +$27.7K +468 +4%
OBWG
1147
Onyx Bridge Wealth Group
New York
$711K -$6.62K -112 -0.9%
CT
1148
Cambridge Trust
Massachusetts
$711K -$108K -1,824 -14%
TI
1149
Tidal Investments
Wisconsin
$709K -$1.31M -22,116 -66%
CFIA
1150
Cantor Fitzgerald Investment Advisors
New York
$708K -$4.25K -72 -0.6%
44 45
46
47 48