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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1351
Saxon Interests
Texas
$474K -$8.04K -128 -2%
IAG
1352
Investment Advisory Group
Massachusetts
$473K +$3.77K +60 +0.8%
SRWM
1353
Shira Ridge Wealth Management
California
$473K – – –
NFP
1354
NorthLanding Financial Partners
New York
$472K +$1.26K +20 +0.3%
CF
1355
Centaurus Financial
California
$470K -$2.27M -36,088 -84%
HWM
1356
Howard Wealth Management
Connecticut
$468K -$2.26K -36 -0.5%
RW
1357
RVW Wealth
California
$466K – – –
FPGK
1358
Financial Partners Group (Kansas)
Kansas
$465K +$1.76K +28 +0.4%
AWM
1359
Avitas Wealth Management
California
$464K +$88.2K +1,404 +25%
TFF
1360
The Family Firm
Maryland
$463K +$3.01K +48 +0.7%
UF
1361
Univest Financial
Pennsylvania
$463K +$440K +7,012 New
CFMC
1362
Curbstone Financial Management Corp
New Hampshire
$462K -$653K -10,400 -60%
ITIM
1363
Indiana Trust & Investment Management
Indiana
$461K +$251K +3,992 +133%
CAG
1364
Compass Advisory Group
New York
$461K +$108K +1,720 +33%
MCM
1365
Mengis Capital Management
Oregon
$459K -$326K -5,200 -43%
SBF
1366
Sara-Bay Financial
Florida
$457K -$96.9K -1,544 -18%
JPLA
1367
Joseph P. Lucia & Associates
New York
$456K -$7.53K -120 -2%
PCS
1368
Personal CFO Solutions
New Jersey
$455K +$19.3K +308 +5%
FBT
1369
First Bank & Trust
South Dakota
$452K -$2.51K -40 -0.6%
DI
1370
Disciplined Investments
Oklahoma
$451K -$4.52K -72 -1%
AWA
1371
Aletheian Wealth Advisors
Washington
$451K -$206K -3,280 -32%
SWRP
1372
Summit Wealth & Retirement Planning
California
$448K – – –
GHA
1373
Granite Harbor Advisors
Texas
$448K -$3.77K -60 -0.9%
CA
1374
CGN Advisors
Kansas
$448K +$93.2K +1,484 +28%
RWA
1375
River Wealth Advisors
Pennsylvania
$445K +$19.1K +304 +5%
53 54
55
56 57