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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
1776
Intrepid Financial Planning Group
Indiana
$260K – – –
MWML
1777
M Wealth Management LLC
California
$260K +$267K +3,936 New
MPCA
1778
Madison Park Capital Advisors
Washington
$259K -$131K -1,932 -33%
FPL
1779
Fortress Private Ledger
North Carolina
$258K +$266K +3,912 New
SFP
1780
Strategic Financial Planning
Texas
$258K – – –
CP
1781
Clarendon Private
Massachusetts
$257K +$264K +3,892 New
SAM
1782
SignalPoint Asset Management
Missouri
$257K -$12.5K -184 -5%
UB
1783
Umpqua Bank
Oregon
$256K – – –
FWTB
1784
First Western Trust Bank
Colorado
$255K -$245K -3,612 -48%
GWA
1785
Gibson Wealth Advisors
Texas
$255K – – –
MCC
1786
Money Concepts Capital
Florida
$255K +$23.1K +340 +10%
JCM
1787
Janney Capital Management
Pennsylvania
$255K – – –
BIM
1788
Baldwin Investment Management
Pennsylvania
$255K -$271K -3,992 -51%
NPF
1789
Norris Perne & French
Michigan
$254K – – –
B
1790
Bensler
Washington
$253K – – –
TBNY
1791
Trustco Bank (New York)
New York
$252K – – –
BCA
1792
Ballentine Capital Advisors
South Carolina
$251K – – –
HNWA
1793
Henrickson Nauta Wealth Advisors
Michigan
$251K – – –
NPAN
1794
Northeast Planning Associates NH
New Hampshire
$251K +$258K +3,796 New
MCM
1795
Mendel Capital Management
Arkansas
$246K -$3.26K -48 -1%
MWA
1796
MFA Wealth Advisors
Pennsylvania
$246K – – –
IAMOG
1797
Investors Asset Management of Georgia
Georgia
$245K +$17.1K +252 +7%
GSB
1798
Greenfield Savings Bank
Massachusetts
$245K – – –
OWA
1799
One Wealth Advisors
California
$244K – – –
OWA
1800
Opal Wealth Advisors
New York
$244K +$29.6K +436 +13%
70 71
72
73 74