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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
1451
Clear Perspectives Financial Planning
Ohio
$135K -$14.3K -280 -10%
BAAM
1452
Baker Avenue Asset Management
California
$134K +$134K +2,632 New
SFC
1453
SYM Financial Corp
Indiana
$134K +$119K +2,344 +837%
MFA
1454
Morling Financial Advisors
California
$132K – – –
RA
1455
Rise Advisors
New York
$131K +$815 +16 +0.6%
TRCT
1456
Tower Research Capital (TRC)
New York
$130K +$120K +2,360 +1,180%
CSWM
1457
Cassady Schiller Wealth Management
Ohio
$127K +$127K +2,496 New
RLIM
1458
Red Lighthouse Investment Management
New York
$127K +$127K +2,496 New
TH
1459
TCTC Holdings
Texas
$126K – – –
KFI
1460
Key Financial Inc
Pennsylvania
$126K – – –
CWM
1461
Compass Wealth Management
Connecticut
$125K +$125K +2,460 New
CPA
1462
Cardiff Park Advisors
California
$124K -$20K -392 -14%
PMFA
1463
Plante Moran Financial Advisors
Michigan
$121K -$20.4K -400 -14%
BIA
1464
Bell Investment Advisors
California
$118K +$407 +8 +0.3%
SN
1465
Sittner & Nelson
Oregon
$115K +$30.6K +600 +36%
PAIM
1466
Punch & Associates Investment Management
Minnesota
$114K – – –
TFA
1467
Toth Financial Advisory
Virginia
$111K – – –
PP
1468
Pacifica Partners
Canada
$111K – – –
SC
1469
Solstein Capital
California
$109K – – –
IF
1470
Integrity Financial
Wyoming
$109K +$46.5K +912 +74%
LB
1471
Legacy Bridge
Iowa
$109K – – –
PP
1472
PrairieView Partners
Minnesota
$106K – – –
MWP
1473
MYCIO Wealth Partners
Pennsylvania
$103K – – –
M
1474
MOTCO
Texas
$102K -$45.2K -888 -31%
IGWM
1475
ICA Group Wealth Management
Colorado
$101K -$161K -3,164 -62%
57 58
59
60 61