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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1526
Cove Private Wealth
New York
$423K – – –
AIC
1527
Allodium Investment Consultants
Minnesota
$422K +$434K +6,396 New
SWIG
1528
Strategic Wealth Investment Group
Kentucky
$422K -$1.9K -28 -0.4%
BBNA
1529
Bremer Bank National Association
Minnesota
$420K +$41.5K +612 +11%
WF
1530
Wayfinding Financial
Washington
$417K +$429K +6,316 New
RWA
1531
Roberts Wealth Advisors
California
$417K +$160K +2,364 +62%
T
1532
Transce3nd
Texas
$417K +$429K +6,312 New
NCG
1533
Newport Capital Group
New Jersey
$417K -$2.17K -32 -0.5%
MCM
1534
MontVue Capital Management
Virginia
$415K – – –
JPG
1535
Jordan Park Group
California
$415K +$426K +6,280 New
CF
1536
Convergence Financial
Missouri
$415K -$372K -5,476 -47%
CC
1537
Chicago Capital
Illinois
$414K – – –
VPP
1538
Vertex Planning Partners
Illinois
$412K – – –
GSEP
1539
Golden State Equity Partners
California
$412K +$119K +1,752 +39%
TW
1540
Transform Wealth
Colorado
$409K +$272 +4 +0.1%
KCM
1541
Kathmere Capital Management
Pennsylvania
$409K +$123K +1,816 +42%
WA1
1542
Wimmer Associates 1
California
$409K – – –
BCM
1543
Becker Capital Management
Oregon
$408K – – –
SFS
1544
Strategic Financial Services
New York
$407K -$9.78K -144 -2%
MCM
1545
Mengis Capital Management
Oregon
$406K -$54.3K -800 -12%
ACM
1546
Allred Capital Management
Texas
$406K +$543 +8 +0.1%
NFG
1547
Northeast Financial Group
Pennsylvania
$405K -$87.7K -1,292 -17%
WMN
1548
Wealth Management Nebraska
Nebraska
$404K +$415K +6,116 New
PSP
1549
Pacific Sage Partners
Washington
$403K -$75.8K -1,116 -15%
IPAM
1550
Investment Partners Asset Management
New Jersey
$402K -$27.7K -408 -6%
60 61
62
63 64