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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1151
Capital Investment Advisors
Georgia
$636K +$8.98K +168 +2%
SCTC
1152
Sanibel Captiva Trust Company
Florida
$634K +$583K +10,904 New
T
1153
TNF
Montana
$631K +$107K +2,004 +23%
ANBT
1154
American National Bank & Trust
Texas
$630K +$56K +1,048 +11%
PWM
1155
Paulson Wealth Management
Illinois
$628K -$45.3K -848 -7%
AFG
1156
Atomi Financial Group
New York
$628K +$39.3K +736 +7%
LDB
1157
Lee, Danner & Bass
Tennessee
$628K – – –
EFG
1158
Ehrlich Financial Group
California
$625K +$574K +10,740 New
TC
1159
TownSquare Capital
Utah
$621K -$2.16M -40,504 -79%
AWA
1160
Aletheian Wealth Advisors
Washington
$616K – – –
SPW
1161
Sonoma Private Wealth
California
$614K -$112K -2,104 -17%
MCM
1162
Mengis Capital Management
Oregon
$614K +$107K +2,000 +23%
MLL
1163
Moody Lynn & Lieberson
Massachusetts
$613K +$13.3K +248 +2%
HA
1164
Herold Advisors
New York
$612K -$57.3K -1,072 -9%
BTI
1165
Blue Trust Inc
Georgia
$610K -$2.82M -52,720 -82%
CAI
1166
Capital Advisors Inc
Oklahoma
$610K +$1.28K +24 +0.2%
WW
1167
Westshore Wealth
California
$607K – – –
HGWM
1168
Horst & Graben Wealth Management
Oregon
$605K -$22.4K -420 -4%
MPW
1169
Monterey Private Wealth
California
$605K -$34K -636 -6%
NGA
1170
Naples Global Advisors
Florida
$600K +$118K +2,200 +27%
SC
1171
Slow Capital
California
$599K +$16.5K +308 +3%
PCM
1172
Penn Capital Management
Pennsylvania
$598K +$205K +3,828 +59%
GFP
1173
Gryphon Financial Partners
Ohio
$598K +$549K +10,276 New
TC
1174
TAP Consulting
Missouri
$594K -$222K -4,156 -29%
AIFAIM
1175
American Institute for Advanced Investment Management
Arizona
$594K -$24.6K -460 -4%
45 46
47
48 49