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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1326
SkyOak Wealth
Michigan
$278K – – –
CFC
1327
Coyle Financial Counsel
Illinois
$278K – – –
LIM
1328
Lathrop Investment Management
Arkansas
$277K – – –
EW
1329
Element Wealth
Mississippi
$276K +$210 +4 +0.1%
WPP
1330
Whalerock Point Partners
Rhode Island
$276K – – –
MIG
1331
McGuire Investment Group
Rhode Island
$276K -$167K -3,180 -39%
CPG
1332
Cornerstone Planning Group
New Jersey
$276K +$263K +5,008 New
EWM
1333
Endurance Wealth Management
Rhode Island
$275K – – –
LSPW
1334
Lake Street Private Wealth
Illinois
$275K -$6.5K -124 -2%
WAM
1335
WealthTrust Asset Management
Florida
$274K -$34.2K -652 -12%
MPPLM
1336
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$274K – – –
DJYG
1337
David J. Yvars Group
Florida
$274K – – –
CWM
1338
Cedar Wealth Management
California
$273K -$9.86K -188 -4%
MSAM
1339
Moloney Securities Asset Management
Missouri
$273K +$260K +4,968 New
WFA
1340
WMG Financial Advisors
Tennessee
$272K -$13.8K -264 -5%
KOMWMG
1341
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$272K +$629 +12 +0.2%
CWA
1342
Canvas Wealth Advisors
Kansas
$272K -$726K -13,844 -74%
PCMC
1343
Private Capital Management (Colorado)
Colorado
$271K +$210 +4 +0.1%
YIA
1344
YHB Investment Advisors
Connecticut
$270K – – –
TCWM
1345
Total Clarity Wealth Management
Illinois
$268K -$38.4K -732 -13%
FCH
1346
Freestone Capital Holdings
Washington
$266K -$198K -3,772 -44%
HR
1347
Hardy Reed
Mississippi
$265K -$4.47M -85,360 -95%
HP
1348
HT Partners
Connecticut
$265K – – –
ACM
1349
Allred Capital Management
Texas
$264K -$3.77K -72 -1%
LFASL
1350
Lugano Financial Advisors SA (LFA)
Switzerland
$264K +$252K +4,800 New
52 53
54
55 56