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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1776
Helium Advisors
Washington
$318K -$64.3K -896 -17%
LWP
1777
LMG Wealth Partners
Louisiana
$318K – – –
DP
1778
Dearborn Partners
Illinois
$318K – – –
STCOSD
1779
Sageworth Trust Company of South Dakota
South Dakota
$317K – – –
BCA
1780
Bay Capital Advisors
Virginia
$315K -$46K -640 -13%
MPPLM
1781
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$313K -$17.2K -240 -5%
MC
1782
Miramar Capital
Illinois
$311K -$106K -1,476 -26%
CBT
1783
Crews Bank & Trust
Florida
$311K -$50.3K -700 -14%
TPW
1784
Transatlantique Private Wealth
New York
$310K +$304K +4,228 New
MAM
1785
McLean Asset Management
Virginia
$310K – – –
SW
1786
SkyOak Wealth
Michigan
$309K -$25.9K -360 -8%
EW
1787
Element Wealth
Mississippi
$309K +$287 +4 +0.1%
MPCA
1788
Madison Park Capital Advisors
Washington
$308K +$12.1K +168 +4%
LFA
1789
Legacy Financial Advisors
Kentucky
$307K +$50.8K +708 +20%
CCWM
1790
Correct Capital Wealth Management
Missouri
$306K – – –
HPM
1791
Hoxton Planning & Management
West Virginia
$306K – – –
EFG
1792
Embree Financial Group
Illinois
$305K +$1.15K +16 +0.4%
MFF
1793
Michels Family Financial
Texas
$304K -$20.7K -288 -7%
LIM
1794
Lathrop Investment Management
Arkansas
$303K – – –
ANBT
1795
American National Bank & Trust
Texas
$302K +$90.5K +1,260 +44%
PWP
1796
Perfromance Wealth Partners
Illinois
$301K – – –
PIWA
1797
Prevail Innovative Wealth Advisors
Kansas
$301K -$9.77K -136 -3%
DWM
1798
Denver Wealth Management
Colorado
$300K +$48.5K +676 +20%
EWM
1799
Echo Wealth Management
Minnesota
$298K – – –
OPA
1800
Old Port Advisors
Maine
$298K -$48.8K -680 -14%
70 71
72
73 74