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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1476
Hoese & Co
Minnesota
$154K – – –
GWSG
1477
GPS Wealth Strategies Group
Colorado
$150K +$419 +8 +0.3%
GTAM
1478
Global Trust Asset Management
Florida
$149K +$32.5K +620 +30%
SWM
1479
Sugarloaf Wealth Management
Georgia
$148K +$629 +12 +0.4%
MFA
1480
Morling Financial Advisors
California
$143K +$210 +4 +0.2%
RA
1481
Rise Advisors
New York
$143K +$419 +8 +0.3%
FFA
1482
Farther Finance Advisors
California
$140K -$215K -4,092 -62%
BAAM
1483
Baker Avenue Asset Management
California
$139K -$16.1K -308 -11%
RLIM
1484
Red Lighthouse Investment Management
New York
$137K – – –
TH
1485
TCTC Holdings
Texas
$136K – – –
CWM
1486
Compass Wealth Management
Connecticut
$135K – – –
BC
1487
Barrett & Company
Rhode Island
$133K +$47.2K +900 +59%
IF
1488
Integrity Financial
Wyoming
$127K +$6.92K +132 +6%
FPFS
1489
First Personal Financial Services
North Carolina
$125K – – –
JWA
1490
JFS Wealth Advisors
Pennsylvania
$124K +$64.4K +1,228 +119%
PAIM
1491
Punch & Associates Investment Management
Minnesota
$123K – – –
PP
1492
Pacifica Partners
Canada
$121K +$1.05K +20 +0.9%
CB
1493
Community Bank
New York
$121K – – –
IAIM
1494
Industrial Alliance Investment Management
Quebec, Canada
$120K -$77.8K -1,484 -40%
VWM
1495
Venturi Wealth Management
Texas
$119K -$108K -2,056 -49%
SC
1496
Solstein Capital
California
$118K – – –
LB
1497
Legacy Bridge
Iowa
$118K – – –
LWANC
1498
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K – – –
GM
1499
GeoWealth Management
Illinois
$116K +$35.2K +672 +46%
NRG
1500
Nemes Rush Group
Michigan
$115K +$110K +2,092 New
58 59
60
61 62