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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1351
Buttonwood Financial Advisors
Maryland
$624K -$28.2K -420 -4%
TTIC
1352
Tower Trust & Investment Company
Iowa
$623K +$653K +9,736 New
PEA
1353
Park Edge Advisors
Ohio
$622K -$16.1K -240 -2%
CW
1354
Channel Wealth
California
$621K -$64.7K -964 -9%
PWA
1355
Physician Wealth Advisors
Utah
$619K +$26K +388 +4%
SWM
1356
Selective Wealth Management
Virginia
$618K -$67.1K -1,000 -9%
JAFL
1357
Jay A. Fishman Ltd
Michigan
$618K -$141K -2,100 -18%
PWPS
1358
Pinnacle Wealth Planning Services
Ohio
$615K +$16.9K +252 +3%
RFP
1359
Root Financial Partners
California
$615K +$142K +2,116 +29%
CFAM
1360
Center For Asset Management
Florida
$614K +$266K +3,968 +72%
RCA
1361
Ranch Capital Advisors
Florida
$613K -$38.9K -580 -6%
KCP
1362
Kera Capital Partners
California
$611K +$1.61K +24 +0.3%
QCG
1363
Quadrant Capital Group
Ohio
$607K -$69K -1,028 -10%
GSF
1364
Grove Street Fiduciary
New Hampshire
$605K – – –
FFM
1365
Forum Financial Management
Illinois
$604K +$33.8K +504 +6%
WCM
1366
WealthTrak Capital Management
Virginia
$599K -$33.3K -496 -5%
DWM
1367
DecisionMap Wealth Management
Virginia
$599K -$1.34K -20 -0.2%
GKIM
1368
GW&K Investment Management
Massachusetts
$596K – – –
FVIM
1369
Fort Vancouver Investment Management
Washington
$596K – – –
IAA
1370
Independent Advisor Alliance
North Carolina
$595K -$21.6M -322,484 -97%
NPFS
1371
Novak & Powell Financial Services
Florida
$593K -$2.42K -36 -0.4%
CA
1372
CGN Advisors
Kansas
$593K +$254K +3,780 +70%
MWA
1373
Moser Wealth Advisors
Washington
$591K +$36.2K +540 +6%
MP
1374
Moment Partners
California
$591K +$304K +4,528 +98%
GWAM
1375
Guardian Wealth Advisors (Minnesota)
Minnesota
$590K -$128K -1,904 -17%
53 54
55
56 57