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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1151
Breakwater Capital Group
New Jersey
$454K +$6.29K +120 +1%
SB
1152
Strategic Blueprint
Georgia
$454K -$99.6K -1,900 -19%
B
1153
Bensler
Washington
$452K +$419 +8 +0.1%
BB
1154
Busey Bank
Illinois
$451K -$21K -400 -5%
STB
1155
S&T Bank
Pennsylvania
$450K -$419 -8 -0.1%
WB
1156
Webster Bank
Connecticut
$450K -$21K -400 -5%
GHA
1157
Granite Harbor Advisors
Texas
$448K -$32.9K -628 -7%
NGA
1158
Naples Global Advisors
Florida
$446K +$62.7K +1,196 +17%
AG
1159
Ascent Group
Virginia
$445K -$61.9K -1,180 -13%
SRWM
1160
Shira Ridge Wealth Management
California
$444K -$10.5K -200 -2%
FWTB
1161
First Western Trust Bank
Colorado
$440K -$14.3K -272 -3%
WP
1162
WealthPLAN Partners
Nebraska
$440K +$839 +16 +0.2%
PRS
1163
Pinkerton Retirement Specialists
Idaho
$438K -$25.4M -484,908 -98%
HWM
1164
Heirloom Wealth Management
Colorado
$438K +$29.4K +560 +8%
LRPA
1165
L. Roy Papp & Associates
Arizona
$437K +$1.68K +32 +0.4%
PFBT
1166
Parkside Financial Bank & Trust
Missouri
$435K -$146K -2,776 -26%
RPGK
1167
Retirement Planning Group (Kansas)
Kansas
$435K +$9.02K +172 +2%
RWA
1168
Rooted Wealth Advisors
Illinois
$433K +$413K +7,872 New
MCM
1169
Magnolia Capital Management
New York
$429K – – –
ACM
1170
Advance Capital Management
Michigan
$428K -$8.81K -168 -2%
KTA
1171
Keeley-Teton Advisors
Illinois
$426K – – –
CWP
1172
Cyndeo Wealth Partners
Florida
$425K -$9.86K -188 -2%
OWA
1173
Octavia Wealth Advisors
Ohio
$423K +$5.24K +100 +1%
NWMG
1174
National Wealth Management Group
Ohio
$422K +$13.2K +252 +3%
LBA
1175
Lowell Blake & Associates
Massachusetts
$421K – – –
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