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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
2201
Baker Avenue Asset Management
California
$224K +$215K +2,774 New
VR
2202
Valued Retirements
Texas
$223K +$214K +2,764 New
CF
2203
Clarity Financial
Texas
$223K +$214K +2,764 New
PFG
2204
Prospect Financial Group
Virginia
$223K -$28.3K -365 -12%
BAM
2205
Belleair Asset Management
Florida
$222K -$11.2K -144 -5%
PPW
2206
Pasadena Private Wealth
California
$222K +$214K +2,756 New
HBW
2207
Hazlett, Burt & Watson
West Virginia
$222K +$65.7K +847 +45%
CAI
2208
Capital Advisors Inc
Oklahoma
$219K -$10.2K -131 -5%
EA
2209
Emerald Advisors
Washington
$219K +$210K +2,712 New
CPW
2210
Catalyst Private Wealth
California
$219K +$210K +2,712 New
TA
2211
TKG Advisors
Indiana
$219K +$210K +2,712 New
KNW
2212
Kesler Norman & Wride
Utah
$218K +$210K +2,711 New
JWM
2213
Jeppson Wealth Management
California
$218K +$210K +2,708 New
SFG
2214
Sather Financial Group
Texas
$218K +$210K +2,706 New
BHBT
2215
Burke & Herbert Bank & Trust
Virginia
$218K +$210K +2,704 New
DG
2216
Diesslin Group
Texas
$218K +$209K +2,701 New
STCOSD
2217
Sageworth Trust Company of South Dakota
South Dakota
$217K +$209K +2,696 New
RA
2218
Rise Advisors
New York
$217K +$209K +2,693 New
AV
2219
Aspiring Ventures
Ohio
$217K -$198K -2,548 -49%
PAMG
2220
Patton Albertson Miller Group
Tennessee
$216K +$208K +2,680 New
LTL
2221
Lowery Thomas LLC
California
$216K -$75.3K -971 -27%
FG
2222
Fairman Group
Pennsylvania
$215K -$775 -10 -0.4%
GWM
2223
Glass Wealth Management
Texas
$215K +$207K +2,666 New
1L
2224
10Elms LLP
Oklahoma
$214K – – –
MFA
2225
Morling Financial Advisors
California
$214K +$4.65K +60 +2%
87 88
89
90 91