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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1351
Wayfinding Financial
Washington
$365K +$88.3K +1,652 +36%
RJTCONH
1352
Raymond James Trust Company of New Hampshire
New Hampshire
$363K -$641 -12 -0.2%
VPP
1353
Vertex Planning Partners
Illinois
$363K – – –
WCWM
1354
Willow Creek Wealth Management
California
$362K – – –
TVWM
1355
Tower View Wealth Management
Wisconsin
$361K +$1.5K +28 +0.5%
GF
1356
Gries Financial
Ohio
$360K – – –
AWA
1357
Alta Wealth Advisors
Massachusetts
$358K -$764K -14,292 -70%
BBNA
1358
Bremer Bank National Association
Minnesota
$353K +$35.5K +664 +12%
NBT
1359
Northwest Bank & Trust
Iowa
$352K +$323K +6,044 New
LSAG
1360
Lake Street Advisors Group
New Hampshire
$351K +$322K +6,036 New
GT
1361
Greenleaf Trust
Michigan
$350K -$228K -4,276 -42%
WA1
1362
Wimmer Associates 1
California
$349K +$9.62K +180 +3%
ML
1363
McAdam LLC
Pennsylvania
$349K -$1.71K -32 -0.5%
RFN
1364
Redwood Financial Network
Ohio
$349K -$18.4K -344 -5%
EIA
1365
Edgemoor Investment Advisors
Maryland
$349K – – –
SFS
1366
Strategic Financial Services
New York
$349K +$5.34K +100 +2%
RA
1367
Riverstone Advisors
Texas
$347K -$374K -7,004 -54%
GWMR
1368
GC Wealth Management RIA
Massachusetts
$346K +$318K +5,956 New
BCM
1369
Becker Capital Management
Oregon
$344K – – –
WJA
1370
Willis Johnson & Associates
Texas
$341K -$8.12K -152 -3%
JWA
1371
JFS Wealth Advisors
Pennsylvania
$341K +$100K +1,880 +47%
WA
1372
Wealthstream Advisors
New York
$339K +$1.71K +32 +0.6%
HWM
1373
Howard Wealth Management
Connecticut
$338K -$9.62K -180 -3%
SB
1374
Sunflower Bank
Texas
$337K – – –
MC
1375
Moors & Cabot
Massachusetts
$337K -$2.56K -48 -0.8%
53 54
55
56 57