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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1626
Aletheian Wealth Advisors
Washington
$390K – – –
WA1
1627
Wimmer Associates 1
California
$389K -$26.3K -400 -7%
CF
1628
Convergence Financial
Missouri
$388K -$70.9K -1,080 -16%
BWL
1629
Bogart Wealth LLC
Virginia
$388K -$4.73K -72 -1%
RCM
1630
Radnor Capital Management
Pennsylvania
$388K – – –
GFL
1631
Granite FO LLC
New Hampshire
$388K – – –
CSC
1632
Caldwell Sutter Capital
California
$387K +$2.63K +40 +0.7%
FNBOMD
1633
First National Bank of Mount Dora
Florida
$386K – – –
VNA
1634
Valley National Advisers
Pennsylvania
$386K – – –
WF
1635
Wayfinding Financial
Washington
$386K – – –
AWA
1636
Alta Wealth Advisors
Massachusetts
$386K – – –
CWM
1637
Centurion Wealth Management
Virginia
$385K -$5.02M -76,528 -93%
IAG
1638
Ipsen Advisor Group
Arkansas
$384K +$1.84K +28 +0.5%
1SB
1639
1ST Source Bank
Indiana
$384K -$525 -8 -0.1%
FFWA
1640
FRG Family Wealth Advisors
Washington
$383K – – –
WIM
1641
Westside Investment Management
California
$383K +$6.56K +100 +2%
MPM
1642
Meritage Portfolio Management
Kansas
$383K +$135K +2,056 +60%
CPA
1643
Compass Planning Associates
Massachusetts
$382K -$11.3K -172 -3%
LFA
1644
LifeGuide Financial Advisors
Pennsylvania
$382K – – –
SWM
1645
Silverlake Wealth Management
Vermont
$381K +$3.41K +52 +1%
AWAG
1646
ARS Wealth Advisors Group
Florida
$381K +$21K +320 +6%
C1AG
1647
Client 1st Advisory Group
Florida
$380K – – –
CC
1648
Cadinha & Co
Hawaii
$378K +$49.9K +760 +16%
SFMG
1649
Sage Financial Management Group
Virginia
$376K +$353K +5,380 New
PRI
1650
Prepared Retirement Institute
Pennsylvania
$373K – – –
64 65
66
67 68