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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1401
Congress Asset Management
Massachusetts
$357K – – –
TVWM
1402
Tower View Wealth Management
Wisconsin
$357K -$29.3K -496 -8%
VNA
1403
Valley National Advisers
Pennsylvania
$356K – – –
HWM
1404
Howard Wealth Management
Connecticut
$356K -$7.09K -120 -2%
GFL
1405
Granite FO LLC
New Hampshire
$353K – – –
HHRDM
1406
H&H Retirement Design & Management
Nevada
$352K -$176K -2,972 -33%
RJTCONH
1407
Raymond James Trust Company of New Hampshire
New Hampshire
$352K -$36.2K -612 -10%
EFA
1408
Edge Financial Advisors
Illinois
$351K +$333K +5,628 New
NEPWA
1409
New England Private Wealth Advisors
Massachusetts
$351K +$946 +16 +0.3%
AWM
1410
Avitas Wealth Management
California
$349K -$3.07K -52 -0.9%
GWA
1411
Gibson Wealth Advisors
Texas
$349K +$330K +5,588 New
D
1412
Dentgroup
Louisiana
$349K +$1.18K +20 +0.4%
TFA
1413
Toth Financial Advisory
Virginia
$348K +$236 +4 +0.1%
SAW
1414
Signal Advisors Wealth
Michigan
$348K +$28.1K +476 +9%
PFBT
1415
Parkside Financial Bank & Trust
Missouri
$346K -$145K -2,452 -31%
CSC
1416
Caldwell Sutter Capital
California
$346K +$18K +304 +6%
FNBOMD
1417
First National Bank of Mount Dora
Florida
$345K – – –
FPCG
1418
Fort Pitt Capital Group
Pennsylvania
$344K – – –
HCM
1419
Howland Capital Management
Massachusetts
$344K – – –
LTL
1420
Lowery Thomas LLC
California
$343K +$1.18K +20 +0.4%
BMD
1421
Better Money Decisions
New Mexico
$343K +$25.5K +432 +9%
CA
1422
CGN Advisors
Kansas
$343K -$11.6K -196 -3%
LFA
1423
LifeGuide Financial Advisors
Pennsylvania
$341K -$143K -2,420 -31%
C1AG
1424
Client 1st Advisory Group
Florida
$339K – – –
SEM
1425
Strategic Equity Management
Arizona
$339K +$321K +5,432 New
55 56
57
58 59