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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1501
Summit Wealth & Retirement Planning
California
$449K – – –
WF
1502
Womack Financial
Texas
$447K +$459K +6,768 New
LSAG
1503
Lake Street Advisors Group
New Hampshire
$446K +$13.6K +200 +3%
AWM
1504
Avitas Wealth Management
California
$445K -$20.1K -296 -4%
VP
1505
Verum Partners
North Carolina
$445K +$1.09K +16 +0.2%
GFG
1506
Grantvest Financial Group
New Jersey
$443K +$456K +6,712 New
ICP
1507
Impact Capital Partners
Colorado
$442K +$455K +6,696 New
TCM
1508
Towneley Capital Management
California
$442K -$348K -5,128 -43%
EA
1509
Ellsworth Advisors
Ohio
$442K +$815 +12 +0.2%
SDH
1510
Sloy Dahl & Holst
Washington
$440K +$60.6K +892 +15%
HWM
1511
Heirloom Wealth Management
Colorado
$436K – – –
GHA
1512
Granite Harbor Advisors
Texas
$436K -$12.8K -188 -3%
MC
1513
Mathes Company
New York
$435K – – –
LA
1514
Lifeworks Advisors
Michigan
$435K +$7.06K +104 +2%
WCWM
1515
Willow Creek Wealth Management
California
$435K – – –
BWG
1516
Balanced Wealth Group
Ohio
$435K -$60K -884 -12%
RWA
1517
River Wealth Advisors
Pennsylvania
$434K -$11.4K -168 -2%
LCM
1518
Logan Capital Management
Pennsylvania
$434K +$272 +4 +0.1%
HR
1519
Hardy Reed
Mississippi
$433K – – –
CS
1520
Cannell & Spears
New York
$432K +$14.9K +220 +3%
NGA
1521
Naples Global Advisors
Florida
$429K -$266K -3,920 -38%
WI
1522
Westbourne Investments
Virginia
$428K +$440K +6,484 New
KW
1523
Keyvantage Wealth
Pennsylvania
$428K +$440K +6,476 New
BFG
1524
Berger Financial Group
Minnesota
$427K +$29.9K +440 +7%
RFN
1525
Redwood Financial Network
Ohio
$424K -$20.9K -308 -5%
59 60
61
62 63