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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1426
CWS Financial Advisors
Michigan
$338K – – –
CT
1427
Clearstead Trust
Maine
$338K – – –
AWM
1428
Avaii Wealth Management
Wisconsin
$338K -$709 -12 -0.2%
EWM
1429
EPG Wealth Management
Georgia
$337K +$22K +372 +7%
SA
1430
Strategic Advisors
New York
$334K – – –
CT
1431
Coastline Trust
Rhode Island
$334K +$316K +5,344 New
AWAG
1432
ARS Wealth Advisors Group
Florida
$333K +$88.9K +1,504 +39%
PRI
1433
Prepared Retirement Institute
Pennsylvania
$333K +$236 +4 +0.1%
GIA
1434
Guyasuta Investment Advisors
Pennsylvania
$333K – – –
FCC
1435
Flower City Capital
New York
$331K – – –
CWS
1436
Confluence Wealth Services
Pennsylvania
$331K -$515K -8,720 -62%
KW
1437
KWB Wealth
California
$330K -$4.96K -84 -2%
NSIM
1438
North Star Investment Management
Illinois
$330K +$103K +1,748 +49%
TAM
1439
Townsend Asset Management
North Carolina
$330K -$83K -1,404 -21%
CAG
1440
Compass Advisory Group
New York
$329K +$311K +5,264 New
CAG
1441
Csenge Advisory Group
Florida
$328K +$63.6K +1,076 +26%
CCA
1442
Cora Capital Advisors
New Jersey
$328K +$1.18K +20 +0.4%
FBC
1443
Fairfield, Bush & Co
Connecticut
$328K -$4.73K -80 -2%
FAT
1444
First American Trust
California
$327K +$50.6K +856 +20%
AWP
1445
Accretive Wealth Partners
New Jersey
$327K +$14.7K +248 +5%
IFPG
1446
Intrepid Financial Planning Group
Indiana
$326K -$11.6K -196 -4%
HP
1447
HT Partners
Connecticut
$326K – – –
FFWA
1448
FRG Family Wealth Advisors
Washington
$326K – – –
KOMWMG
1449
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$325K +$13K +220 +4%
CFG
1450
Cooper Financial Group
California
$324K +$45.6K +772 +17%
56 57
58
59 60