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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1776
Strategic Financial Services
New York
$388K – – –
PRI
1777
Prepared Retirement Institute
Pennsylvania
$387K +$291 +4 +0.1%
CG
1778
Cynosure Group
Utah
$387K +$291 +4 +0.1%
WIP
1779
WealthCare Investment Partners
Rhode Island
$385K +$37.8K +520 +11%
LCWP
1780
Legacy Capital Wealth Partners
Arkansas
$385K -$7.86K -108 -0.4%
AWM
1781
Avaii Wealth Management
Wisconsin
$381K – – –
OC
1782
Opal Capital
Florida
$381K +$402K +5,520 New
BL
1783
BFSG LLC
California
$380K -$50.6K -696 -12%
PA
1784
Powerhouse Assets
Massachusetts
$379K +$380K +5,224 New
ODIJL
1785
One Day In July LLC
Vermont
$379K +$59.1K +812 +18%
CWMGO
1786
Capstone Wealth Management Group (Oregon)
Oregon
$378K +$582 +8 +0.2%
MIM
1787
MTM Investment Management
South Carolina
$378K +$18.3K +252 +5%
TWA
1788
Trace Wealth Advisors
California
$377K – – –
VNA
1789
Valley National Advisers
Pennsylvania
$376K – – –
PCP
1790
Proficio Capital Partners
Massachusetts
$375K +$48K +660 +15%
CAP
1791
Columbia Advisory Partners
Washington
$374K +$57.9K +796 +18%
VC
1792
Vestor Capital
Illinois
$374K -$175K -2,404 -47%
IAG
1793
Ipsen Advisor Group
Arkansas
$373K -$15.1K -208 -4%
WCP
1794
Wick Capital Partners
Pennsylvania
$373K – – –
MCM
1795
Morton Capital Management
California
$372K – – –
ECM
1796
Elgethun Capital Management
South Dakota
$372K +$373K +5,124 New
BWAM
1797
Blue Water Asset Management
Michigan
$370K +$371K +5,096 New
MC
1798
Mathes Company
New York
$369K – – –
FWP
1799
Falcon Wealth Planning
California
$369K -$4.37K -60 -1%
IPAM
1800
Investment Partners Asset Management
New Jersey
$369K -$75.1K -1,032 -17%
70 71
72
73 74