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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1751
Financial Perspectives
Minnesota
$73.9K +$31.1K +512 +72%
EPW
1752
Evergreen Private Wealth
Colorado
$73.6K – – –
FCMT
1753
Founders Capital Management (Texas)
Texas
$73.4K – – –
CWP
1754
Concord Wealth Partners
Virginia
$71.9K – – –
FC
1755
Family CFO
California
$68.5K – – –
MFC
1756
Morris Financial Concepts
South Carolina
$68.1K – – –
KFP
1757
Keener Financial Planning
Texas
$68K – – –
GWP
1758
Gen-Wealth Partners
Michigan
$67.3K – – –
SC
1759
Swan Capital
Florida
$66.1K +$66.4K +1,092 New
GWSG
1760
GPS Wealth Strategies Group
Colorado
$64.8K +$16.3K +268 +33%
NRG
1761
Nemes Rush Group
Michigan
$62K -$24.6K -404 -28%
AWM
1762
Atticus Wealth Management
Florida
$61.6K -$972 -16 -2%
SA
1763
SRH Advisors
Kansas
$59.3K – – –
FC
1764
Fairscale Capital
New Hampshire
$58.8K +$56.4K +928 New
VWWMG
1765
Vermillion & White Wealth Management Group
Pennsylvania
$58.6K – – –
M
1766
MOTCO
Texas
$58.1K – – –
IC
1767
Innealta Capital
Texas
$58.1K +$58.3K +960 New
CCA
1768
Criterion Capital Advisors
Tennessee
$55.7K – – –
PCM
1769
Perritt Capital Management
Illinois
$55K – – –
SC
1770
Sawyer & Company
Massachusetts
$54K – – –
AEPWM
1771
Atlantic Edge Private Wealth Management
Florida
$53.7K +$10.2K +168 +23%
BCPWM
1772
Bradley & Co Private Wealth Management
Florida
$53.3K – – –
WAS
1773
Winch Advisory Services
Wisconsin
$53.2K – – –
UWS
1774
Unique Wealth Strategies
Illinois
$52K +$50.6K +832 New
WIA
1775
Wetzel Investment Advisors
Indiana
$52K +$486 +8 +1%
69 70
71
72 73