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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1701
Concord Wealth Partners
Virginia
$68.8K -$1.5K -28 -2%
BCM
1702
Birch Capital Management
Texas
$67.5K – – –
LPP
1703
Life Planning Partners
Florida
$66.5K +$61.1K +1,144 New
FFA
1704
Frazier Financial Advisors
Ohio
$66.3K +$60.9K +1,140 New
EA
1705
Evolution Advisers
Virginia
$66K +$17.1K +320 +39%
KFP
1706
Keener Financial Planning
Texas
$66K +$60.5K +1,132 New
FC
1707
Family CFO
California
$65.8K – – –
SIS
1708
Sound Income Strategies
Florida
$65.7K +$48.9K +916 +432%
PWM
1709
Provident Wealth Management
Tennessee
$63.5K – – –
AWM
1710
Atticus Wealth Management
Florida
$59.9K -$3.85K -72 -7%
AT
1711
Avalon Trust
New Mexico
$58.2K +$53.4K +1,000 New
SA
1712
SRH Advisors
Kansas
$57K – – –
VWWMG
1713
Vermillion & White Wealth Management Group
Pennsylvania
$56.3K +$51.7K +968 New
M
1714
MOTCO
Texas
$55.8K – – –
PCM
1715
Perritt Capital Management
Illinois
$54.9K +$214 +4 +0.4%
CCA
1716
Criterion Capital Advisors
Tennessee
$53.5K +$49.2K +920 New
BCPWM
1717
Bradley & Co Private Wealth Management
Florida
$51.2K – – –
RPCA
1718
Running Point Capital Advisors
California
$50.9K – – –
WAS
1719
Winch Advisory Services
Wisconsin
$50.9K +$214 +4 +0.5%
TVAMP
1720
Tennessee Valley Asset Management Partners
Tennessee
$49.1K +$45.1K +844 New
GI
1721
GAMMA Investing
California
$48.6K +$45.3K +848 New
WIA
1722
Wetzel Investment Advisors
Indiana
$47K +$43.2K +808 New
FCG
1723
Financial Connections Group
California
$47K +$43.8K +820 New
GWSG
1724
GPS Wealth Strategies Group
Colorado
$46.6K -$53K -992 -55%
DWA
1725
Dougherty Wealth Advisers
Minnesota
$46.5K – – –
67 68
69
70 71