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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1301
WBH Advisory
Maryland
$820K +$287 +4 +0%
WCM
1302
WealthTrak Capital Management
Virginia
$820K +$130K +1,808 +19%
BWA
1303
Bestgate Wealth Advisors
Maryland
$818K -$119K -1,652 -13%
LRPA
1304
L. Roy Papp & Associates
Arizona
$817K +$20.4K +284 +3%
PWG
1305
Private Wealth Group
Florida
$816K – – –
ONST
1306
Old North State Trust
North Carolina
$811K +$64.3K +896 +9%
GCA
1307
Gallagher Capital Advisors
Texas
$811K +$2.87K +40 +0.4%
HAS
1308
HBW Advisory Services
California
$810K +$35.6K +496 +5%
GP
1309
Greenline Partners
New York
$808K – – –
QCM
1310
QRG Capital Management
Illinois
$807K -$100K -1,396 -11%
OFI
1311
Outbound Financial Inc
Colorado
$807K – – –
FSG
1312
Financial Strategies Group
Michigan
$805K +$36.8K +512 +5%
TC
1313
TFR Capital
Texas
$802K -$7.47K -104 -0.9%
TCOT
1314
Trust Company of Toledo
Ohio
$800K – – –
WLPWM
1315
Walled Lake Planning & Wealth Management
Illinois
$799K +$39.1K +544 +5%
S
1316
SignatureFD
Georgia
$798K +$50K +696 +7%
AF
1317
Alerus Financial
North Dakota
$793K +$66.4K +924 +9%
GFP
1318
Gryphon Financial Partners
Ohio
$793K -$2.87K -40 -0.4%
NWMP
1319
Noble Wealth Management PBC
Colorado
$788K +$771K +10,732 New
WMWM
1320
Wilkins Miller Wealth Management
Alabama
$782K +$158K +2,196 +25%
TT
1321
TI-Trust
Illinois
$782K -$14.9K -208 -2%
ES
1322
ETF Store
Kansas
$781K +$862 +12 +0.1%
AIFAIM
1323
American Institute for Advanced Investment Management
Arizona
$781K -$2.87K -40 -0.4%
SA
1324
Strategic Advisors
New York
$779K -$44K -612 -5%
GD
1325
Grandfield & Dodd
New York
$775K +$23K +320 +3%
51 52
53
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