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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1351
Logan Capital Management
Pennsylvania
$410K – – –
HR
1352
Hardy Reed
Mississippi
$410K +$103K +1,744 +36%
PS
1353
Portfolio Strategies
New York
$410K +$388K +6,560 New
MCM
1354
MontVue Capital Management
Virginia
$406K – – –
IPAM
1355
Investment Partners Asset Management
New Jersey
$406K – – –
RWG
1356
Ratio Wealth Group
Colorado
$404K -$16.5K -280 -4%
RWA
1357
River Wealth Advisors
Pennsylvania
$404K +$2.6K +44 +0.7%
WSFS
1358
Wilmington Savings Fund Society
Delaware
$403K +$381K +6,448 New
EFN
1359
Equita Financial Network
Pennsylvania
$401K +$146K +2,476 +63%
ETIA
1360
Epic Trust Investment Advisors
Washington
$400K -$73K -1,236 -16%
SFM
1361
Signet Financial Management
New Jersey
$400K +$83.4K +1,412 +28%
EA
1362
Ellsworth Advisors
Ohio
$399K +$946 +16 +0.2%
LSAG
1363
Lake Street Advisors Group
New Hampshire
$399K +$20.3K +344 +6%
RPWA
1364
Regent Peak Wealth Advisors
Georgia
$396K +$38.1K +644 +11%
DTC
1365
Davidson Trust Company
Washington
$395K +$373K +6,316 New
LWMG
1366
Levy Wealth Management Group
Pennsylvania
$393K – – –
FFBTD
1367
First Financial Bank - Trust Division
Ohio
$392K -$6.15K -104 -2%
BFG
1368
Berger Financial Group
Minnesota
$392K -$14.4K -244 -4%
SI
1369
Saxon Interests
Texas
$391K -$20.8K -352 -5%
VPP
1370
Vertex Planning Partners
Illinois
$390K – – –
SL
1371
SWMG LLC
Texas
$387K -$611K -10,336 -63%
TW
1372
Transform Wealth
Colorado
$387K -$7.09K -120 -2%
SFS
1373
Strategic Financial Services
New York
$385K +$9.46K +160 +3%
PCS
1374
Personal CFO Solutions
New Jersey
$378K +$31K +524 +9%
AWA
1375
Alta Wealth Advisors
Massachusetts
$377K -$7.09K -120 -2%
53 54
55
56 57