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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1051
Peterson Wealth Advisors
Utah
$838K -$33.8K -632 -4%
MWC
1052
MBM Wealth Consultants
Missouri
$832K -$1.01M -18,996 -57%
CWM
1053
Curi Wealth Management
North Carolina
$829K +$2.35K +44 +0.3%
CAL
1054
Capital Analysts LLC
Pennsylvania
$827K +$247K +4,620 +48%
MAS
1055
Madden Advisory Services
Florida
$827K +$88.3K +1,652 +13%
JFGIW
1056
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$825K +$427K +7,992 +129%
AA
1057
Aire Advisors
California
$821K – – –
SF
1058
Symphony Financial
Texas
$819K -$11.1K -208 -1%
OFG
1059
Oxford Financial Group
Indiana
$818K +$45.7K +856 +6%
MPW
1060
Melone Private Wealth
Michigan
$818K -$19.9K -372 -3%
LWM
1061
LJI Wealth Management
Indiana
$817K +$492K +9,216 +191%
RCM
1062
Rain Capital Management
Oregon
$817K +$117K +2,192 +19%
CWS
1063
Confluence Wealth Services
Pennsylvania
$815K +$466K +8,720 +165%
ES
1064
ETF Store
Kansas
$814K -$13.3K -248 -2%
PL
1065
Plancorp LLC
Missouri
$812K +$5.56K +104 +0.8%
ICP
1066
Interchange Capital Partners
Pennsylvania
$810K +$73.3K +1,372 +11%
EWA
1067
Etesian Wealth Advisors
Oregon
$808K – – –
SWA
1068
Strata Wealth Advisors
Texas
$805K +$23.5K +440 +3%
USCWA
1069
U.S. Capital Wealth Advisors
Texas
$802K -$18K -336 -2%
RCM
1070
RMR Capital Management
California
$798K +$732K +13,700 New
MCM
1071
Mitchell Capital Management
Kansas
$796K -$70.5K -1,320 -9%
CAM
1072
Covenant Asset Management
New Jersey
$793K -$247K -4,620 -25%
SIC
1073
Sigma Investment Counselors
Michigan
$792K -$4.06K -76 -0.6%
WC
1074
Waterloo Capital
Texas
$790K +$61.5K +1,152 +9%
BBW
1075
Blue Barn Wealth
Utah
$790K +$34.8K +652 +5%
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