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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1726
Aquire Wealth Advisors
Utah
$315K +$4.99K +76 +2%
PWM
1727
PTM Wealth Management
United States
$315K +$292K +4,448 New
SFS
1728
Sharp Financial Services
Pennsylvania
$315K -$16.8K -256 -5%
MPPLM
1729
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$315K -$4.99K -76 -2%
CAG
1730
Compass Advisory Group
New York
$315K -$164K -2,504 -36%
AFA
1731
Alpha Financial Advisors
North Carolina
$314K +$295K +4,488 New
VC
1732
Vicus Capital
Pennsylvania
$313K -$1.57K -24 -0.5%
IWMA
1733
Ironwood Wealth Management (Arizona)
Arizona
$313K -$18.1K -276 -6%
AC
1734
Avestar Capital
New York
$312K +$293K +4,460 New
CCA
1735
Clearwater Capital Advisors
Illinois
$312K +$28.9K +440 +11%
SAM
1736
Silvercrest Asset Management
New York
$310K +$7.88K +120 +3%
KCM
1737
Kathmere Capital Management
Pennsylvania
$310K -$115K -1,756 -28%
AFTS
1738
American Financial & Tax Strategies
New York
$310K – – –
MFF
1739
Michels Family Financial
Texas
$310K -$1.05K -16 -0.4%
SWG
1740
Summit Wealth Group
Vermont
$309K +$290K +4,424 New
ODIJL
1741
One Day In July LLC
Vermont
$308K +$83K +1,264 +40%
WMA
1742
West Michigan Advisors
Michigan
$308K – – –
WFA
1743
WMG Financial Advisors
Tennessee
$306K -$3.94K -60 -1%
BC
1744
Barrett & Company
Rhode Island
$306K – – –
BSA
1745
Braun Stacey Associates
New York
$306K -$26.3K -400 -8%
CFG
1746
Cooper Financial Group
California
$305K -$33.1K -504 -10%
EIA
1747
Edgemoor Investment Advisors
Maryland
$305K – – –
FWMP
1748
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$305K – – –
HIA
1749
HTG Investment Advisors
Connecticut
$305K – – –
WAM
1750
WNY Asset Management
New York
$304K -$239K -3,640 -46%
68 69
70
71 72