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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1751
Dearborn Partners
Illinois
$276K +$17.2K +256 +6%
PAM
1752
PCG Asset Management
New Jersey
$276K +$77.8K +1,160 +37%
IAMOG
1753
Investors Asset Management of Georgia
Georgia
$274K +$35.4K +528 +14%
PPW
1754
Parcion Private Wealth
Washington
$274K +$284K +4,236 New
KA
1755
Klingman & Associates
New York
$274K -$55K -820 -16%
MWA
1756
MFA Wealth Advisors
Pennsylvania
$273K +$33K +492 +13%
SIAG
1757
Safeguard Investment Advisory Group
California
$273K +$61.2K +912 +28%
CFGA
1758
Cambridge Financial Group (Arizona)
Arizona
$272K -$557K -8,300 -66%
EW
1759
Element Wealth
Mississippi
$271K +$268 +4 +0.1%
IAS
1760
Insigneo Advisory Services
Florida
$271K +$281K +4,188 New
SPW
1761
Sonoma Private Wealth
California
$270K -$403K -6,008 -59%
CCWM
1762
Correct Capital Wealth Management
Missouri
$269K – – –
NWM
1763
Nova Wealth Management
Florida
$269K +$279K +4,164 New
FS
1764
Financial Symmetry
North Carolina
$268K +$278K +4,144 New
EFG
1765
Embree Financial Group
Illinois
$268K +$5.37K +80 +2%
AWP
1766
Axis Wealth Partners
Rhode Island
$266K -$10.5K -156 -4%
B
1767
Bensler
Washington
$265K +$17.4K +260 +7%
TI
1768
tru Independence
Oregon
$264K – – –
C
1769
Covestor
United Kingdom
$264K -$19.1K -284 -6%
KCM
1770
Kanawha Capital Management
Virginia
$263K -$20.7K -308 -7%
MAM
1771
Madison Asset Management
Wisconsin
$263K +$273K +4,068 New
EWM
1772
Echo Wealth Management
Minnesota
$263K -$1.88K -28 -0.7%
CA
1773
Crumly & Associates
Illinois
$263K +$5.37K +80 +2%
TC
1774
Trilogy Capital
California
$263K +$273K +4,064 New
RMAM
1775
Raab & Moskowitz Asset Management
New Jersey
$262K – – –
69 70
71
72 73