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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1251
Buffington Mohr McNeal
Idaho
$247K – – –
EW
1252
Element Wealth
Mississippi
$247K – – –
EWM
1253
Endurance Wealth Management
Rhode Island
$247K – – –
MPPLM
1254
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$245K – – –
EBT
1255
Enterprise Bank & Trust
Massachusetts
$245K +$75.6K +1,400 +39%
TCWM
1256
Total Clarity Wealth Management
Illinois
$244K +$58.4K +1,080 +28%
BWM
1257
BT Wealth Management
Georgia
$243K -$80.8K -1,496 -23%
HCM
1258
Highview Capital Management
Illinois
$242K – – –
OCG
1259
Opus Capital Group
Ohio
$242K – – –
SWPG
1260
Strategic Wealth Partners Group
Illinois
$241K – – –
ACM
1261
Allred Capital Management
Texas
$240K -$23.6K -436 -8%
NWM
1262
Northwest Wealth Management
Iowa
$240K +$8.64K +160 +3%
FFA
1263
Founders Financial Alliance
North Carolina
$239K -$24K -444 -8%
SWMG
1264
Signature Wealth Management Group
Georgia
$239K – – –
DP
1265
Dearborn Partners
Illinois
$239K +$216 +4 +0.1%
BWM
1266
BigSur Wealth Management
Florida
$238K – – –
HP
1267
HT Partners
Connecticut
$238K +$33.3K +616 +15%
CCM
1268
Carlson Capital Management
Minnesota
$238K +$261K +4,836 New
NEPWA
1269
New England Private Wealth Advisors
Massachusetts
$237K -$216 -4 -0.1%
C1AG
1270
Client 1st Advisory Group
Florida
$237K – – –
YIA
1271
YHB Investment Advisors
Connecticut
$237K – – –
SIM
1272
Sadoff Investment Management
Wisconsin
$236K +$4.32K +80 +2%
GC
1273
Garde Capital
Washington
$236K +$18.2K +336 +8%
RCG
1274
Resource Consulting Group
Florida
$235K -$13K -240 -5%
CG
1275
Corundum Group
Colorado
$235K – – –
49 50
51
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