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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1151
Nottingham Advisors
New York
$430K -$35.8K -672 -8%
BCG
1152
Breakwater Capital Group
New Jersey
$429K -$2.98K -56 -0.7%
LOPW
1153
Live Oak Private Wealth
North Carolina
$425K +$155K +2,908 +56%
VNA
1154
Valley National Advisers
Pennsylvania
$423K -$38.1K -716 -8%
WP
1155
WealthPLAN Partners
Nebraska
$421K -$32.1K -604 -7%
ACM
1156
Advance Capital Management
Michigan
$419K -$3.19K -60 -0.7%
CWP
1157
Cyndeo Wealth Partners
Florida
$417K -$3.19K -60 -0.8%
LRPA
1158
L. Roy Papp & Associates
Arizona
$417K – – –
TF
1159
Tompkins Financial
New York
$412K -$36.2K -680 -8%
MCM
1160
Magnolia Capital Management
New York
$411K – – –
WTB
1161
Washington Trust Bank
Washington
$411K -$51.5K -968 -11%
OFG
1162
Orcam Financial Group
California
$410K +$414K +7,780 New
KTA
1163
Keeley-Teton Advisors
Illinois
$409K +$1.06K +20 +0.3%
RPGK
1164
Retirement Planning Group (Kansas)
Kansas
$408K +$86.8K +1,632 +27%
RFN
1165
Redwood Financial Network
Ohio
$407K +$13.8K +260 +3%
DP
1166
Divergent Planning
Maryland
$405K -$23.2M -435,732 -98%
CWM
1167
Chicago Wealth Management
Illinois
$404K – – –
LBA
1168
Lowell Blake & Associates
Massachusetts
$404K – – –
UL
1169
Unionview LLC
Washington
$403K +$1.7K +32 +0.4%
OWA
1170
Octavia Wealth Advisors
Ohio
$400K -$42.1K -792 -9%
FLA
1171
Financial Life Advisors
Texas
$398K -$43.2K -812 -10%
GWM
1172
GSB Wealth Management
Connecticut
$397K +$16.8K +316 +4%
BFA
1173
Beaumont Financial Advisors
Massachusetts
$394K +$1.06K +20 +0.3%
PTP
1174
Platform Technology Partners
New York
$393K +$16K +300 +4%
JCM
1175
Jacobi Capital Management
Pennsylvania
$392K +$86.2K +1,620 +28%
45 46
47
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