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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1251
Summit Asset Management
Tennessee
$238K -$13.2K -252 -5%
LIM
1252
Lathrop Investment Management
Arkansas
$237K -$24.2K -464 -8%
MFG
1253
Monumental Financial Group
Maryland
$237K -$4.81K -92 -2%
CWS
1254
Confluence Wealth Services
Pennsylvania
$237K +$8.57K +164 +3%
AWM
1255
Aprio Wealth Management
Georgia
$237K +$264K +5,048 New
SCA
1256
Stokes Capital Advisors
South Carolina
$236K – – –
BCI
1257
Brinker Capital Investments
Pennsylvania
$236K +$418 +8 +0.2%
EW
1258
Element Wealth
Mississippi
$236K +$418 +8 +0.2%
EWM
1259
Endurance Wealth Management
Rhode Island
$235K – – –
DJYG
1260
David J. Yvars Group
Florida
$234K – – –
PCMC
1261
Private Capital Management (Colorado)
Colorado
$233K -$10.7K -204 -4%
EBT
1262
Enterprise Bank & Trust
Massachusetts
$233K – – –
SA
1263
Shilanski & Associates
Alaska
$233K +$259K +4,956 New
HCM
1264
Highview Capital Management
Illinois
$231K – – –
ACM
1265
Allred Capital Management
Texas
$230K +$418 +8 +0.2%
PWA
1266
Physician Wealth Advisors
Utah
$230K +$627 +12 +0.3%
DP
1267
Dearborn Partners
Illinois
$228K – – –
HP
1268
HT Partners
Connecticut
$227K – – –
CCM
1269
Carlson Capital Management
Minnesota
$226K -$1.25K -24 -0.5%
YIA
1270
YHB Investment Advisors
Connecticut
$226K -$627 -12 -0.2%
JAG
1271
Journey Advisory Group
Kentucky
$225K +$8.15K +156 +3%
CG
1272
Corundum Group
Colorado
$224K – – –
RCG
1273
Resource Consulting Group
Florida
$224K – – –
CA
1274
Claro Advisors
Massachusetts
$222K – – –
IWMA
1275
Ironwood Wealth Management (Arizona)
Arizona
$222K – – –
49 50
51
52 53