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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1751
McDonald Partners
Ohio
$403K +$26.8K +368 +7%
AWA
1752
Alta Wealth Advisors
Massachusetts
$402K +$1.46K +20 +0.4%
GFL
1753
Granite FO LLC
New Hampshire
$402K – – –
FNBOMD
1754
First National Bank of Mount Dora
Florida
$401K – – –
LFA
1755
LifeGuide Financial Advisors
Pennsylvania
$399K – – –
MPM
1756
Meritage Portfolio Management
Kansas
$399K +$1.46K +20 +0.4%
WP
1757
WealthShield Partners
North Carolina
$398K +$65.2K +896 +20%
1SB
1758
1ST Source Bank
Indiana
$398K – – –
BWL
1759
Bogart Wealth LLC
Virginia
$398K -$5.24K -72 -1%
FFWA
1760
FRG Family Wealth Advisors
Washington
$397K – – –
WIM
1761
Westside Investment Management
California
$397K – – –
SWGC
1762
Summit Wealth Group (Colorado)
Colorado
$397K +$398K +5,468 New
STB
1763
S&T Bank
Pennsylvania
$396K -$6.11K -84 -2%
PWM
1764
PTM Wealth Management
United States
$395K +$64.3K +884 +20%
LKBC
1765
L.K. Benson & Company
Maryland
$395K -$118K -1,616 -23%
SWM
1766
Silverlake Wealth Management
Vermont
$395K -$291 -4 -0.1%
CWM
1767
Collaborative Wealth Management
Florida
$394K +$395K +5,436 New
GSF
1768
Grove Street Fiduciary
New Hampshire
$394K – – –
DFA
1769
DHJJ Financial Advisors
Illinois
$394K +$157K +2,152 +66%
JSA
1770
Jim Saulnier & Associates
Colorado
$394K +$66.9K +920 +20%
CSC
1771
Caldwell Sutter Capital
California
$393K -$2.04K -28 -0.5%
WJA
1772
Willis Johnson & Associates
Texas
$393K -$20.1K -276 -5%
TIM
1773
Tortoise Investment Management
New York
$393K +$111K +1,520 +39%
WF
1774
Wayfinding Financial
Washington
$392K – – –
CAM
1775
Clark Asset Management
New Hampshire
$391K -$214K -2,936 -35%
69 70
71
72 73