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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1301
Clearstead Trust
Maine
$296K – – –
SFG
1302
Synergy Financial Group
California
$295K +$1.05K +20 +0.4%
CIAS
1303
CFS Investment Advisory Services
New Jersey
$295K -$419 -8 -0.1%
1SB
1304
1ST Source Bank
Indiana
$294K – – –
FBC
1305
Fairfield, Bush & Co
Connecticut
$294K +$10.5K +200 +4%
CC
1306
Cannell & Co
New York
$294K +$9.44K +180 +3%
BFG
1307
Berger Financial Group
Minnesota
$293K +$279K +5,316 New
FCC
1308
Flower City Capital
New York
$292K – – –
IIC
1309
Ironwood Investment Counsel
Arizona
$291K -$4.19K -80 -1%
SFP
1310
Strategic Financial Partners
Oregon
$291K +$278K +5,296 New
AWP
1311
Accretive Wealth Partners
New Jersey
$290K – – –
TT
1312
TI-Trust
Illinois
$289K – – –
LWM
1313
Lodestone Wealth Management
Washington
$288K -$3.35K -64 -1%
BWL
1314
Bogart Wealth LLC
Virginia
$288K -$49.7K -948 -15%
SAM
1315
Summit Asset Management
Tennessee
$287K +$17.8K +340 +7%
RIM
1316
Rockbridge Investment Management
New York
$286K +$15.1K +288 +6%
FFA
1317
Founders Financial Alliance
North Carolina
$285K +$138K +2,628 +103%
HS
1318
Horan Securities
United States
$284K -$15.3K -292 -5%
BCMLT
1319
Beacon Capital Management LLC (Tennessee)
Tennessee
$283K +$46.6K +888 +21%
AIMC
1320
Alley Investment Management Company
Illinois
$283K -$21.8K -416 -7%
HW
1321
Hamilton Wealth
California
$281K -$47.8K -912 -15%
VAF
1322
Values Added Financial
District of Columbia
$281K +$267K +5,100 New
IDA
1323
Intelligence Driven Advisers
California
$279K +$2.31K +44 +0.9%
CCA
1324
Cora Capital Advisors
New Jersey
$279K +$210 +4 +0.1%
CWS
1325
Confluence Wealth Services
Pennsylvania
$278K – – –
51 52
53
54 55