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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1251
Oakworth Capital
Alabama
$524K – – –
BMMM
1252
Boston Mountain Money Management
Arkansas
$524K +$33.8K +556 +7%
CCA
1253
Clarity Capital Advisors
Florida
$520K – – –
SWIG
1254
Strategic Wealth Investment Group
Kentucky
$520K +$526K +8,656 New
FF
1255
Francis Financial
$518K – – –
PSCM
1256
Per Stirling Capital Management
Texas
$518K -$9.44M -155,264 -95%
OW
1257
Olistico Wealth
Oklahoma
$516K -$63K -1,036 -11%
FA
1258
Fiduciary Alliance
South Carolina
$516K +$1.7K +28 +0.3%
EFG
1259
Ehrlich Financial Group
California
$515K -$8.75K -144 -2%
BCM
1260
Basso Capital Management
Connecticut
$514K – – –
WSFS
1261
Wilmington Savings Fund Society
Delaware
$514K +$125K +2,052 +32%
SBF
1262
Sara-Bay Financial
Florida
$513K +$158K +2,596 +44%
FA
1263
Financial Alternatives
California
$511K – – –
RWM
1264
Revisor Wealth Management
Ohio
$510K +$512K +8,428 New
PFWA
1265
Paces Ferry Wealth Advisors
Georgia
$510K – – –
BB
1266
Busey Bank
Illinois
$506K +$15.1K +248 +3%
GSIS
1267
Global Strategic Investment Solutions
Arizona
$505K -$151K -2,492 -23%
PSF
1268
Pacific Sun Financial
California
$504K +$4.38K +72 +0.9%
TT
1269
TI-Trust
Illinois
$504K +$84.6K +1,392 +20%
MAG
1270
Mayfair Advisory Group
Alabama
$504K – – –
AWM
1271
Accel Wealth Management
Iowa
$498K -$55.4K -912 -10%
LWM
1272
Lyell Wealth Management
California
$498K -$9.72K -160 -2%
BW
1273
BIP Wealth
Georgia
$496K -$124K -2,040 -20%
GWM
1274
GSB Wealth Management
Connecticut
$495K +$38.4K +632 +8%
WTFG
1275
Wells Trecaso Financial Group
Ohio
$493K – – –
49 50
51
52 53