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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
1201
GW&K Investment Management
Massachusetts
$1.44M +$39.7K +512 +3%
TW
1202
Trajan Wealth
Arizona
$1.44M +$49.2K +635 +4%
BST
1203
Bath Savings Trust
Maine
$1.43M +$85.7K +1,105 +7%
AGWCA
1204
Annis Gardner Whiting Capital Advisors
Florida
$1.43M +$344K +4,433 +33%
O3W
1205
Omni 360 Wealth
New Jersey
$1.43M +$243K +3,136 +21%
FNB
1206
Farmers National Bank
Kentucky
$1.43M +$31K +400 +2%
ALA
1207
Atlas Legacy Advisors
California
$1.42M -$32.5K -419 -2%
HC
1208
Hourglass Capital
Texas
$1.42M – – –
MWM
1209
Madrid Wealth Management
New Mexico
$1.41M -$4.65K -60 -0.3%
3IP
1210
3Chopt Investment Partners
Virginia
$1.41M – – –
EWA
1211
Etesian Wealth Advisors
Oregon
$1.41M -$42.8K -552 -3%
BFA
1212
Blueprint Financial Advisors
North Carolina
$1.4M +$1.35M +17,426 New
ATI
1213
ARK & TLK Investments
Oklahoma
$1.4M +$78 +1 +0%
OFP
1214
OLIO Financial Planning
Virginia
$1.4M -$71.6K -924 -5%
SIAS
1215
Summit Investment Advisory Services
Minnesota
$1.4M +$7.99K +103 +0.6%
SFG
1216
Synergy Financial Group
California
$1.39M -$322K -4,148 -19%
PMFA
1217
Plante Moran Financial Advisors
Michigan
$1.39M +$78.4K +1,011 +6%
SQA
1218
Simon Quick Advisors
New Jersey
$1.39M +$141K +1,822 +12%
SEP
1219
Southland Equity Partners
Missouri
$1.39M -$9.92K -128 -0.7%
RWM
1220
Revisor Wealth Management
Ohio
$1.39M +$146K +1,889 +12%
HWMG
1221
Hurlow Wealth Management Group
Indiana
$1.39M – – –
HNW
1222
High Note Wealth
Minnesota
$1.39M -$155 -2 -0%
WP
1223
Westmount Partners
California
$1.39M +$773K +9,971 +138%
ICP
1224
Impact Capital Partners
Colorado
$1.38M -$620 -8 -0%
NEPWA
1225
New England Private Wealth Advisors
Massachusetts
$1.38M -$19.8K -255 -1%
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