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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
KNFPWM
1651
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$205K +$194K +3,288 New
WA
1652
Wealthstar Advisors
Texas
$205K +$194K +3,276 New
PFA
1653
Plotkin Financial Advisors
Maryland
$204K +$193K +3,272 New
RBFC
1654
Roman Butler Fullerton & Co
Missouri
$204K +$203K +3,440 New
PCA
1655
Providence Capital Advisors
North Carolina
$203K – – –
MFG
1656
Midwest Financial Group
Kansas
$203K +$192K +3,248 New
FMI
1657
F/M Investments
District of Columbia
$203K +$201K +3,408 New
SFP
1658
Strategic Financial Partners
Oregon
$202K +$191K +3,236 New
MM
1659
Main Management
California
$202K – – –
CYG
1660
Clean Yield Group
Vermont
$202K – – –
TIM
1661
Tortoise Investment Management
New York
$202K +$108K +1,820 +129%
SRA
1662
Secured Retirement Advisors
Minnesota
$200K +$189K +3,204 New
LFASL
1663
Lugano Financial Advisors SA (LFA)
Switzerland
$200K +$94.6K +1,600 +100%
CMBA
1664
C.M. Bidwell & Associates
Hawaii
$200K – – –
ITIM
1665
Indiana Trust & Investment Management
Indiana
$195K – – –
DFA
1666
DHJJ Financial Advisors
Illinois
$195K – – –
GTAM
1667
Global Trust Asset Management
Florida
$194K – – –
RCM
1668
Richardson Capital Management
Wisconsin
$188K – – –
SWM
1669
Sugarloaf Wealth Management
Georgia
$188K +$17.5K +296 +11%
HWA
1670
HHM Wealth Advisors
Tennessee
$184K -$6.62K -112 -4%
SN
1671
Sittner & Nelson
Oregon
$184K – – –
BCMLT
1672
Beacon Capital Management LLC (Tennessee)
Tennessee
$180K -$25.8K -436 -13%
TSWM
1673
Tyler-Stone Wealth Management
Ohio
$180K +$473 +8 +0.3%
AIC
1674
Archer Investment Corporation
Indiana
$179K -$11.3K -192 -6%
HGERS
1675
Householder Group Estate & Retirement Specialist
Arizona
$176K +$12.1K +204 +8%
65 66
67
68 69