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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
1726
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$288K +$296K +4,360 New
PAS
1727
PKS Advisory Services
New York
$288K +$296K +4,356 New
HIA
1728
HTG Investment Advisors
Connecticut
$288K +$17.7K +260 +6%
PCM
1729
Pennsylvania Capital Management
Pennsylvania
$287K +$54.9K +808 +23%
SM
1730
Sensible Money
Arizona
$287K – – –
GWM
1731
GK Wealth Management
Nevada
$286K +$294K +4,328 New
STCOSD
1732
Sageworth Trust Company of South Dakota
South Dakota
$285K – – –
SL
1733
SWMG LLC
Texas
$284K -$272 -4 -0.1%
HA
1734
Helium Advisors
Washington
$284K +$292K +4,296 New
BCMLT
1735
Beacon Capital Management LLC (Tennessee)
Tennessee
$282K +$31K +456 +12%
AWP
1736
Axis Wealth Partners
Rhode Island
$282K +$290K +4,272 New
TWP
1737
Tyche Wealth Partners
Texas
$278K +$272 +4 +0.1%
LT
1738
Legacy Trust
Michigan
$278K – – –
CA
1739
Carson Advisory
Georgia
$278K +$10.3K +152 +4%
EW
1740
Element Wealth
Mississippi
$277K +$272 +4 +0.1%
MWM
1741
Maridea Wealth Management
New York
$276K +$284K +4,180 New
WTA
1742
Washington Trust Advisors
Massachusetts
$276K +$1.36K +20 +0.5%
CCWM
1743
Correct Capital Wealth Management
Missouri
$275K – – –
SFG
1744
Snider Financial Group
Washington
$275K +$282K +4,160 New
GEA
1745
Glen Eagle Advisors
New Jersey
$274K +$4.34K +64 +2%
CFGSD
1746
Compass Financial Group (South Dakota)
South Dakota
$274K -$3.8K -56 -1%
AF
1747
Apexium Financial
Texas
$273K +$281K +4,136 New
LWCFA
1748
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$272K – – –
LF
1749
Lee Financial
Texas
$272K +$31K +456 +12%
MFS
1750
Miller Financial Services
Michigan
$271K +$278K +4,100 New
68 69
70
71 72