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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1226
Lutz Financial Services
Nebraska
$1.14M -$25.9K -356 -2%
PMFA
1227
Plante Moran Financial Advisors
Michigan
$1.14M -$95.1K -1,308 -8%
RTC
1228
Riverview Trust Company
Washington
$1.13M +$91.4K +1,256 +9%
SCA
1229
Stillwater Capital Advisors
Pennsylvania
$1.13M -$169K -2,324 -13%
EFA
1230
Evernest Financial Advisors
Indiana
$1.13M -$3.78K -52 -0.3%
CFA
1231
Churchill Financial Advisors
Kentucky
$1.13M +$1.13M +15,512 New
BFA
1232
Bluestem Financial Advisors
Illinois
$1.13M +$16.9K +232 +2%
EWM
1233
Elevatus Welath Management
New York
$1.12M +$246K +3,376 +28%
LKWM
1234
Lee-Kelleher Wealth Management
Maryland
$1.12M – – –
FAG
1235
Fortitude Advisory Group
Washington
$1.12M -$31.7K -436 -3%
SW
1236
SteelPeak Wealth
California
$1.11M -$40.7K -560 -4%
WAM
1237
Wernau Asset Management
Massachusetts
$1.11M +$30K +412 +3%
LFA
1238
Longview Financial Advisors
Alabama
$1.11M +$291 +4 +0%
O3W
1239
Omni 360 Wealth
New Jersey
$1.1M -$6.4K -88 -0.6%
LHP
1240
Lexington Hill Partners
Texas
$1.1M +$1.11M +15,212 New
KSB
1241
Kennebec Savings Bank
Maine
$1.1M -$12.5K -172 -1%
EFG
1242
Elm3 Financial Group
Georgia
$1.1M +$634K +8,716 +136%
GGS
1243
Galvin Gaustad & Stein
Arizona
$1.1M +$11.3K +156 +1%
TSWM
1244
Triangle Securities Wealth Management
North Carolina
$1.1M -$28.8K -396 -3%
MFPI
1245
Midwest Financial Partners Investments
Minnesota
$1.1M +$1.1M +15,116 New
MAWA
1246
Moss Adams Wealth Advisors
Washington
$1.1M -$4.07K -56 -0.4%
MCM
1247
Mitchell Capital Management
Kansas
$1.09M – – –
HGA
1248
Hobbs Group Advisors
South Carolina
$1.09M +$34.9K +480 +3%
KCIC
1249
Kuhn & Co Investment Counsel
Illinois
$1.09M +$1.09M +15,016 New
EAM
1250
Evanson Asset Management
California
$1.09M +$582 +8 +0.1%
48 49
50
51 52