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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1526
Summit Wealth & Retirement Planning
California
$475K – – –
GKWIM
1527
Gerber Kawasaki Wealth & Investment Management
California
$475K +$157K +2,388 +54%
CPC
1528
Consolidated Planning Corp
Georgia
$474K – – –
RMDI
1529
R.M. Davis Inc
Maine
$474K -$122K -1,864 -22%
PMG
1530
Private Management Group
California
$473K -$28.6K -436 -6%
NSAM
1531
North Star Asset Management
Wisconsin
$472K -$41.2K -628 -9%
SI
1532
Saxon Interests
Texas
$471K – – –
CFP
1533
Catalyst Financial Partners
Massachusetts
$470K +$441K +6,724 New
FWA
1534
FSM Wealth Advisors
Ohio
$466K +$32.8K +500 +8%
HI
1535
Human Investing
Oregon
$464K +$435K +6,632 New
CCA
1536
Cora Capital Advisors
New Jersey
$463K -$13.1K -200 -3%
NGA
1537
Naples Global Advisors
Florida
$463K -$2.36K -36 -0.5%
RW
1538
RVW Wealth
California
$463K +$22.8K +348 +6%
APA
1539
Astoria Portfolio Advisors
New York
$463K +$161K +2,456 +62%
HWM
1540
Heirloom Wealth Management
Colorado
$462K – – –
TC
1541
TownSquare Capital
Utah
$462K -$12.7M -194,120 -97%
VP
1542
Verum Partners
North Carolina
$462K -$15.5K -236 -3%
PFBT
1543
Parkside Financial Bank & Trust
Missouri
$462K +$18.4K +280 +4%
NCG
1544
Newport Capital Group
New Jersey
$460K -$9.98K -152 -2%
ET
1545
Equitable Trust
Tennessee
$460K – – –
HR
1546
Hardy Reed
Mississippi
$460K +$788 +12 +0.2%
VPP
1547
Vertex Planning Partners
Illinois
$458K +$4.99K +76 +1%
IAMOG
1548
Investors Asset Management of Georgia
Georgia
$457K +$151K +2,296 +54%
RWA
1549
River Wealth Advisors
Pennsylvania
$457K -$13.9K -212 -3%
KA
1550
Kovack Advisors
Florida
$457K -$32.3K -492 -7%
60 61
62
63 64