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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1451
Geometric Wealth Advisors
District of Columbia
$599K – – –
PFBT
1452
Parkside Financial Bank & Trust
Missouri
$595K +$108K +1,508 +23%
CFAM
1453
Center For Asset Management
Florida
$594K +$186K +2,588 +47%
CS
1454
Cannell & Spears
New York
$593K +$13.5K +188 +2%
JIP
1455
Jaffetilchin Investment Partners
Florida
$591K +$862 +12 +0.1%
GB
1456
Goepper Burkhardt
South Carolina
$590K -$14.1K -196 -2%
CW
1457
Channel Wealth
California
$586K -$18.4K -256 -3%
FA
1458
FC Advisory
Pennsylvania
$584K -$4.02K -56 -0.7%
OFG
1459
Orcam Financial Group
California
$584K +$1.44K +20 +0.3%
EC
1460
EdgeRock Capital
Colorado
$582K +$570K +7,932 New
WGS
1461
Washington Growth Strategies
District of Columbia
$579K -$90.8K -1,264 -14%
MFGM
1462
Marshall Financial Group (Maryland)
Maryland
$579K +$4.31K +60 +0.8%
AGC
1463
Aspen Grove Capital
Colorado
$578K +$1.15K +16 +0.2%
JAFL
1464
Jay A. Fishman Ltd
Michigan
$577K -$108K -1,500 -16%
WCM
1465
Winebrenner Capital Management
Kentucky
$577K -$33.3K -464 -6%
AWM
1466
Accel Wealth Management
Iowa
$576K +$15.5K +216 +3%
NA
1467
Nautilus Advisors
California
$575K – – –
CFG
1468
Cornerstone Financial Group
Nebraska
$573K +$267K +3,720 +91%
MCM
1469
Magnolia Capital Management
New York
$573K – – –
FFM
1470
Forum Financial Management
Illinois
$572K -$129K -1,800 -19%
NPT
1471
Nixon Peabody Trust
Massachusetts
$567K – – –
HKIMG
1472
Hutchens & Kramer Investment Management Group
Indiana
$566K -$101K -1,400 -15%
UFAC
1473
Urban Financial Advisory Corp
Illinois
$565K +$2.58K +36 +0.5%
GSEP
1474
Golden State Equity Partners
California
$565K +$26.4K +368 +5%
FFG
1475
Fortem Financial Group
California
$562K +$91.1K +1,268 +20%
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