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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1801
Highline Wealth Partners
California
$9.54K +$8.76K +164 New
RAM
1802
Riggs Asset Management
Pennsylvania
$9.31K – – –
VWM
1803
Valley Wealth Managers
New Jersey
$9.31K – – –
LCOV
1804
London Company of Virginia
Virginia
$8.97K +$8.34K +156 New
PS
1805
Planned Solutions
California
$7.91K +$7.27K +136 New
TWD
1806
True Wealth Design
Ohio
$5.82K -$5.34K -100 -50%
CFS
1807
CGC Financial Services
Oregon
$5.82K – – –
LFA
1808
Livelsberger Financial Advisory
Ohio
$5.82K +$5.34K +100 New
KFS
1809
Kelly Financial Services
Massachusetts
$5.44K -$2.35K -44 -32%
BWP
1810
Baldwin Wealth Partners
Massachusetts
$5.35K – – –
VL
1811
Vima LLC
Michigan
$5.35K +$4.92K +92 New
WWM
1812
Wolff Wiese Magana
California
$5.35K +$4.92K +92 New
GPFA
1813
Game Plan Financial Advisors
Ohio
$5.16K +$4.7K +88 New
EL
1814
EMFO LLC
Florida
$5.12K – – –
UOTTAIMCU
1815
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.12K +$4.7K +88 New
MCM
1816
MV Capital Management
Maryland
$4.19K – – –
RCM
1817
Raleigh Capital Management
North Carolina
$3.26K -$106K -1,992 -97%
APC
1818
Aspire Private Capital
North Carolina
$3.02K – – –
AI
1819
Arvest Investments
Arkansas
$2.79K +$2.56K +48 New
AIA
1820
Arcadia Investment Advisors
Idaho
$2.56K – – –
WBC
1821
West Branch Capital
Massachusetts
$2.33K – – –
MWM
1822
MGB Wealth Management
Texas
$2.33K +$2.14K +40 New
EBA
1823
Eagle Bay Advisors
New York
$2.09K -$66.9K -1,252 -97%
VCM
1824
Viewpoint Capital Management
Washington
$2.09K – – –
AA
1825
AlphaMark Advisors
Kentucky
$2K -$641 -12 -23%
71 72
73
74 75