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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1851
Pekin Hardy Strauss
Illinois
$250K +$235K +3,576 New
FAN
1852
Financial Advisors Network
California
$250K +$3.41K +52 +1%
TFM
1853
Trademark Financial Management
Minnesota
$249K +$234K +3,560 New
CG
1854
Corundum Group
Colorado
$249K – – –
FLII
1855
First Long Island Investors
New York
$249K – – –
HSWM
1856
Hubbell Strickland Wealth Management
Louisiana
$249K +$28.6K +436 +14%
BHBT
1857
Burke & Herbert Bank & Trust
Virginia
$248K -$210K -3,200 -47%
RA
1858
Riversedge Advisors
Delaware
$247K +$232K +3,536 New
HIS
1859
Horizon Investment Services
Indiana
$246K – – –
PWA
1860
Prairie Wealth Advisors
Nebraska
$246K -$9.98K -152 -4%
OPCM
1861
Osborne Partners Capital Management
California
$245K – – –
BC
1862
Burney Company
Virginia
$244K -$137K -2,084 -37%
TBNY
1863
Trustco Bank (New York)
New York
$244K – – –
MCA
1864
Midwest Capital Advisors
Michigan
$244K -$159K -2,420 -41%
CAL
1865
Capital Advisors Ltd
Ohio
$243K -$34.1K -520 -13%
LFA
1866
Legacy Financial Advisors
Kentucky
$243K -$1.05K -16 -0.5%
BCM
1867
Basso Capital Management
Connecticut
$243K – – –
GWA
1868
Gibson Wealth Advisors
Texas
$242K -$26.3K -400 -10%
WCG
1869
Weaver Consulting Group
California
$242K +$227K +3,452 New
PWP
1870
Prasad Wealth Partners
Ohio
$241K – – –
EA
1871
Everpar Advisors
Oklahoma
$240K – – –
GF
1872
Gries Financial
Ohio
$240K – – –
PFA
1873
Plotkin Financial Advisors
Maryland
$240K – – –
CWM
1874
Cahaba Wealth Management
Georgia
$239K +$224K +3,420 New
MGWA
1875
Monument Group Wealth Advisors
Massachusetts
$239K -$89K -1,356 -28%
73 74
75
76 77