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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1301
Sterling Investment Management
Arizona
$290K – – –
NRC
1302
New Republic Capital
North Carolina
$290K – – –
GFL
1303
Granite FO LLC
New Hampshire
$288K – – –
AWM
1304
Avitas Wealth Management
California
$288K +$304K +5,540 New
FNBOMD
1305
First National Bank of Mount Dora
Florida
$288K – – –
FPCG
1306
Fort Pitt Capital Group
Pennsylvania
$286K – – –
PWM
1307
Penobscot Wealth Management
Maine
$286K +$658 +12 +0.2%
DA
1308
Detalus Advisors
Missouri
$286K -$80.9K -1,476 -21%
LTL
1309
Lowery Thomas LLC
California
$286K +$1.1K +20 +0.4%
FFWA
1310
FRG Family Wealth Advisors
Washington
$285K – – –
FLA
1311
Financial Life Advisors
Texas
$285K -$2.41K -44 -0.8%
TFA
1312
Triad Financial Advisors
North Carolina
$285K – – –
IDA
1313
Intelligence Driven Advisers
California
$284K +$22.8K +416 +8%
IF
1314
Intrua Financial
Texas
$283K -$19.1K -348 -6%
BCMLT
1315
Beacon Capital Management LLC (Tennessee)
Tennessee
$283K – – –
C1AG
1316
Client 1st Advisory Group
Florida
$283K – – –
AWM
1317
Avaii Wealth Management
Wisconsin
$282K – – –
CFA
1318
CWS Financial Advisors
Michigan
$282K – – –
BBNA
1319
Bremer Bank National Association
Minnesota
$282K – – –
CT
1320
Clearstead Trust
Maine
$282K – – –
CIAS
1321
CFS Investment Advisory Services
New Jersey
$278K -$658 -12 -0.2%
SFM
1322
Signet Financial Management
New Jersey
$278K -$21.7K -396 -7%
CFO
1323
Callan Family Office
Pennsylvania
$278K +$65.4K +1,192 +29%
MSAM
1324
Moloney Securities Asset Management
Missouri
$278K +$20K +364 +7%
CWM
1325
Cedar Wealth Management
California
$277K +$19.5K +356 +7%
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