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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1451
Hibernia Wealth Partners
Louisiana
$732K -$15.5K -208 -2%
EBA
1452
Eagle Bay Advisors
New York
$732K +$297 +4 +0%
WLPWM
1453
Walled Lake Planning & Wealth Management
Illinois
$730K -$67.2K -904 -8%
SWM
1454
SpringVest Wealth Management
Texas
$729K +$71.9K +968 +11%
KFSN
1455
Keystone Financial Services (Nebraska)
Nebraska
$728K -$4.75K -64 -0.6%
WCM
1456
WealthTrak Capital Management
Virginia
$726K -$5.35K -72 -0.7%
BWA
1457
Bestgate Wealth Advisors
Maryland
$726K -$80.5K -1,084 -10%
DTC
1458
Davidson Trust Company
Washington
$722K +$42.8K +576 +6%
WFA
1459
Wells Financial Advisors
Massachusetts
$722K -$1.25M -16,808 -63%
PAM
1460
PCG Asset Management
New Jersey
$722K +$388K +5,228 +108%
AWP
1461
Astra Wealth Partners
New Jersey
$719K -$5.35K -72 -0.7%
HI
1462
Human Investing
Oregon
$718K +$127K +1,708 +21%
UFAC
1463
Urban Financial Advisory Corp
Illinois
$718K +$152K +2,052 +26%
KOC
1464
Koss-Olinger Consulting
Florida
$717K -$354K -4,764 -32%
STFP
1465
Signal Tree Financial Partners
Ohio
$715K -$53.5K -720 -7%
SVWG
1466
Shared Vision Wealth Group
United States
$715K +$383K +5,152 +107%
FA
1467
Financial Alternatives
California
$714K – – –
FCH
1468
Freestone Capital Holdings
Washington
$709K +$5.05K +68 +0.7%
WG
1469
Welch Group
Alabama
$709K -$141K -1,892 -16%
FNWM
1470
Financial Network Wealth Management
Utah
$709K -$47.8K -644 -6%
IBOK
1471
Independence Bank of Kentucky
Kentucky
$707K -$14K -188 -2%
BFIM
1472
Beese Fulmer Investment Management
Ohio
$707K -$103K -1,388 -12%
DI
1473
Diligent Investors
California
$706K – – –
HCMG
1474
Howard Capital Management Group
California
$704K – – –
CQWA
1475
Chokshi & Queen Wealth Advisors
California
$704K – – –
57 58
59
60 61