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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1651
Icon Wealth Advisors
Texas
$331K +$340K +5,012 New
GF
1652
Gimbal Financial
Indiana
$331K – – –
NW
1653
Naviter Wealth
Arkansas
$330K – – –
CBT
1654
Crews Bank & Trust
Florida
$330K +$340K +5,004 New
FMTCOCP
1655
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$329K +$32.9K +484 +11%
DJYG
1656
David J. Yvars Group
Florida
$328K – – –
FG
1657
Fairman Group
Pennsylvania
$327K +$4.89K +72 +1%
KPP
1658
Kings Path Partners
Texas
$326K -$9.78K -144 -3%
MWG
1659
Martin Worley Group
Utah
$326K +$335K +4,940 New
CHJWM
1660
Carlton Hofferkamp & Jenks Wealth Management
Texas
$325K – – –
WIM
1661
Westside Investment Management
California
$325K +$10.9K +160 +3%
CG
1662
CFO4Life Group
Texas
$325K +$8.15K +120 +3%
HP
1663
HT Partners
Connecticut
$324K -$2.17K -32 -0.6%
FCA
1664
Fortis Capital Advisors
Kansas
$324K -$9.5K -140 -3%
PCA
1665
Providence Capital Advisors
North Carolina
$323K +$134K +1,968 +67%
PWM
1666
Penobscot Wealth Management
Maine
$323K +$1.36K +20 +0.4%
UW
1667
Unique Wealth
Florida
$322K – – –
CIA
1668
Cladis Investment Advisory
Montana
$322K +$19K +280 +6%
FFBTD
1669
First Financial Bank - Trust Division
Ohio
$322K – – –
CAG
1670
Csenge Advisory Group
Florida
$321K -$14.1K -208 -4%
AWP
1671
Accretive Wealth Partners
New Jersey
$320K +$102K +1,500 +45%
EW
1672
Enzi Wealth
Texas
$318K -$272 -4 -0.1%
NAM
1673
NorthCrest Asset Manangement
Minnesota
$318K +$272 +4 +0.1%
HIP
1674
HUB Investment Partners
Texas
$318K -$35.3K -520 -10%
AG
1675
AmeriFlex Group
Nevada
$317K +$313K +4,604 New
65 66
67
68 69