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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1251
Howard Wealth Management
Connecticut
$333K -$4.19K -80 -1%
FPGK
1252
Financial Partners Group (Kansas)
Kansas
$332K -$6.92K -132 -2%
RPWA
1253
Regent Peak Wealth Advisors
Georgia
$332K +$8.81K +168 +3%
SFA
1254
Seneca Financial Advisors
New York
$332K – – –
LMKC
1255
L.M. Kohn & Company
Ohio
$329K +$11.7K +224 +4%
SFS
1256
Strategic Financial Services
New York
$327K +$10.5K +200 +4%
ASFA
1257
All Season Financial Advisors
Colorado
$325K +$3.35K +64 +1%
AWA
1258
Acorn Wealth Advisors
Michigan
$323K +$629 +12 +0.2%
WA1
1259
Wimmer Associates 1
California
$323K – – –
EWM
1260
EPG Wealth Management
Georgia
$322K -$11.1K -212 -3%
EAM
1261
Evanson Asset Management
California
$320K +$419 +8 +0.1%
SA
1262
Strategic Advisors
New York
$320K -$178K -3,392 -37%
SB
1263
Sunflower Bank
Texas
$319K – – –
IF
1264
Intrua Financial
Texas
$319K -$36.9K -704 -11%
WA
1265
Wealthstream Advisors
New York
$318K +$95.8K +1,828 +46%
GC
1266
GFG Capital
Florida
$316K +$479K +9,128 New
SFM
1267
Signet Financial Management
New Jersey
$315K -$6.08K -116 -2%
GIA
1268
Guyasuta Investment Advisors
Pennsylvania
$315K +$53.7K +1,024 +22%
CAM
1269
Congress Asset Management
Massachusetts
$314K – – –
KA
1270
Klingman & Associates
New York
$313K +$298K +5,692 New
HVP
1271
Hudson Value Partners
Florida
$313K – – –
TI
1272
Trexquant Investment
Connecticut
$313K -$253K -4,828 -46%
BMD
1273
Better Money Decisions
New Mexico
$313K +$5.24K +100 +2%
AFO
1274
Arrowroot Family Office
California
$312K -$152K -2,904 -34%
FIB
1275
First Interstate Bank
Montana
$311K +$2.31K +44 +0.8%
49 50
51
52 53