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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1676
Cove Private Wealth
New York
$464K – – –
RWA
1677
River Wealth Advisors
Pennsylvania
$463K -$9.02K -124 -2%
CBT
1678
Crews Bank & Trust
Florida
$462K +$155K +2,132 +50%
SIC
1679
Sigma Investment Counselors
Michigan
$462K – – –
PA
1680
Prosperity Advisers
Pennsylvania
$462K +$463K +6,364 New
CIA
1681
Cladis Investment Advisory
Montana
$461K – – –
NSAM
1682
North Star Asset Management
Wisconsin
$460K -$29.1K -400 -6%
FBC
1683
Fairfield, Bush & Co
Connecticut
$459K -$9.02K -124 -2%
GWM
1684
GDS Wealth Management
Texas
$459K -$9.89K -136 -2%
ACM
1685
Allred Capital Management
Texas
$458K +$582 +8 +0.1%
LWP
1686
LMG Wealth Partners
Louisiana
$457K +$143K +1,964 +45%
MCM
1687
MontVue Capital Management
Virginia
$456K – – –
ET
1688
Equitable Trust
Tennessee
$455K -$22.7K -312 -5%
C
1689
Covestor
United Kingdom
$454K +$17.2K +236 +4%
RMP
1690
Richards, Merrill & Peterson
Washington
$453K +$10.2K +140 +2%
OCG
1691
Opus Capital Group
Ohio
$450K -$20.9K -288 -4%
CT
1692
Clearstead Trust
Maine
$448K +$15.7K +216 +4%
GCL
1693
Gouws Capital LLC
North Carolina
$447K – – –
JPLA
1694
Joseph P. Lucia & Associates
New York
$447K -$11.6K -160 -3%
CCP
1695
Clarkston Capital Partners
Michigan
$447K +$448K +6,160 New
PWM
1696
Pursuit Wealth Management
Florida
$446K +$448K +6,152 New
GHA
1697
Granite Harbor Advisors
Texas
$446K – – –
PP
1698
Patten & Patten
Tennessee
$445K – – –
IIM
1699
InTrack Investment Management
Vermont
$444K -$28.2K -388 -6%
M
1700
MYeCFO
California
$444K -$40.7K -560 -8%
66 67
68
69 70