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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
1351
Vantage Financial Partners (Wisconsin)
Wisconsin
$734K -$21.8K -304 -3%
FNWM
1352
Financial Network Wealth Management
Utah
$733K +$723K +10,068 New
VFIC
1353
Valley Forge Investment Consultants
Pennsylvania
$727K +$7.76K +108 +1%
BWP
1354
BSW Wealth Partners
Colorado
$726K -$4.6K -64 -0.6%
DI
1355
Diligent Investors
California
$723K +$3.16K +44 +0.4%
HFS
1356
Heritage Financial Services
Massachusetts
$723K +$11.8K +164 +2%
PIM
1357
Penobscot Investment Management
Massachusetts
$722K -$14.4K -200 -2%
HCMG
1358
Howard Capital Management Group
California
$721K -$25K -348 -3%
CQWA
1359
Chokshi & Queen Wealth Advisors
California
$720K – – –
APP
1360
Avantax Planning Partners
Iowa
$716K -$11.5K -160 -2%
RDWM
1361
Red Door Wealth Management
Tennessee
$714K +$46K +640 +7%
SFO
1362
Stokes Family Office
Louisiana
$713K +$151K +2,104 +28%
LDB
1363
Lee, Danner & Bass
Tennessee
$713K -$287 -4 -0%
MLL
1364
Moody Lynn & Lieberson
Massachusetts
$713K -$62.3K -868 -8%
BWM
1365
Baron Wealth Management
Michigan
$711K +$862 +12 +0.1%
VAF
1366
Values Added Financial
District of Columbia
$709K -$277K -3,856 -29%
DPI
1367
Diversified Portfolios Inc
Michigan
$709K +$13.5K +188 +2%
JCM
1368
J2 Capital Management
Michigan
$708K -$41.9K -584 -6%
PAG
1369
Private Advisory Group
Washington
$708K -$6.61K -92 -0.9%
DP
1370
Divergent Planning
Maryland
$705K -$4.31K -60 -0.6%
TAFW
1371
Tred Avon Family Wealth
Maryland
$701K +$685K +9,544 New
AWM
1372
Angeles Wealth Management
California
$700K -$19.2K -268 -3%
PWPS
1373
Pinnacle Wealth Planning Services
Ohio
$699K -$1.44K -20 -0.2%
CT
1374
Colonial Trust
South Carolina
$698K +$22.4K +312 +3%
LA
1375
Lifeworks Advisors
Michigan
$694K +$98.2K +1,368 +17%
53 54
55
56 57