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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1626
Sound Stewardship
Kansas
$216K -$1.66K -28 -0.8%
WP
1627
WealthShield Partners
North Carolina
$215K -$4.02K -68 -2%
RCM
1628
Radnor Capital Management
Pennsylvania
$215K – – –
I
1629
INVST
Indiana
$215K +$204K +3,460 New
RW
1630
Regimen Wealth
Georgia
$215K -$9.69K -164 -5%
OWA
1631
Opal Wealth Advisors
New York
$215K +$203K +3,436 New
IFAM
1632
Institutional & Family Asset Management
Colorado
$213K – – –
RWB
1633
RMR Wealth Builders
New Jersey
$213K +$201K +3,404 New
SL
1634
Sentry LLC
Tennessee
$212K +$201K +3,400 New
FLA
1635
Financial Life Advisors
Texas
$212K -$53.4K -904 -21%
RFA
1636
ROI Financial Advisors
Oregon
$212K -$34.5K -584 -15%
CW
1637
CIC Wealth
Maryland
$212K +$200K +3,392 New
TC
1638
Trust Company
Kansas
$211K – – –
ECG
1639
EPIQ Capital Group
California
$211K +$200K +3,380 New
SAM
1640
Strategy Asset Managers
California
$211K +$200K +3,380 New
MPM
1641
Meritage Portfolio Management
Kansas
$211K -$778K -13,168 -80%
LWL
1642
Leo Wealth LLC
Texas
$211K -$1.18K -20 -0.6%
TA
1643
TKG Advisors
Indiana
$210K +$198K +3,356 New
SA
1644
SpiderRock Advisors
Delaware
$209K +$203K +3,440 New
MC
1645
Middleton & Co
Massachusetts
$208K +$197K +3,336 New
CNFG
1646
Creegan & Nassoura Financial Group
New Hampshire
$206K +$195K +3,300 New
APG
1647
Abacus Planning Group
South Carolina
$206K +$195K +3,296 New
PCMC
1648
Planning Capital Management Corporation
Pennsylvania
$206K -$1.18K -20 -0.6%
HVP
1649
Hudson Value Partners
Florida
$205K +$194K +3,288 New
TNA
1650
True North Advisors
Texas
$205K +$194K +3,288 New
64 65
66
67 68