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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1351
Heirloom Wealth Management
Colorado
$400K – – –
MC
1352
Mathes Company
New York
$399K – – –
PCS
1353
Personal CFO Solutions
New Jersey
$399K +$32.8K +540 +9%
WCWM
1354
Willow Creek Wealth Management
California
$398K – – –
LSAG
1355
Lake Street Advisors Group
New Hampshire
$398K +$10.2K +168 +3%
LCM
1356
Logan Capital Management
Pennsylvania
$398K – – –
HR
1357
Hardy Reed
Mississippi
$397K – – –
FFM
1358
Forum Financial Management
Illinois
$397K -$12.6K -208 -3%
PMFA
1359
Plante Moran Financial Advisors
Michigan
$396K -$55.4K -912 -12%
ML
1360
McAdam LLC
Pennsylvania
$395K +$31.4K +516 +9%
DA
1361
Detalus Advisors
Missouri
$395K +$84.6K +1,392 +27%
IPAM
1362
Investment Partners Asset Management
New Jersey
$393K – – –
WAM
1363
WNY Asset Management
New York
$392K -$8.74M -143,860 -96%
RWA
1364
River Wealth Advisors
Pennsylvania
$390K -$1.7K -28 -0.4%
CPW
1365
Cove Private Wealth
New York
$387K -$72.9K -1,200 -16%
TW
1366
Transform Wealth
Colorado
$386K +$9.72K +160 +3%
MCM
1367
MontVue Capital Management
Virginia
$380K -$13.4K -220 -3%
FWTB
1368
First Western Trust Bank
Colorado
$380K +$25.5K +420 +7%
NEPWA
1369
New England Private Wealth Advisors
Massachusetts
$379K +$37.2K +612 +11%
VPP
1370
Vertex Planning Partners
Illinois
$378K – – –
WA1
1371
Wimmer Associates 1
California
$375K +$10.9K +180 +3%
AWA
1372
Aaron Wealth Advisors
Illinois
$374K +$376K +6,180 New
NBT
1373
Northwest Bank & Trust
Iowa
$374K +$8.02K +132 +2%
MCM
1374
Morton Capital Management
California
$373K +$73.2K +1,204 +24%
SFS
1375
Strategic Financial Services
New York
$373K – – –
53 54
55
56 57