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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWML
1801
M Wealth Management LLC
California
$277K – – –
AG
1802
AmeriFlex Group
Nevada
$276K -$48.6K -740 -16%
FNA
1803
First National Advisers
Nebraska
$274K +$16.3K +248 +7%
CP
1804
Clarendon Private
Massachusetts
$273K -$263K -4,012 -51%
SFP
1805
Strategic Financial Planning
Texas
$273K – – –
KCM
1806
Kanawha Capital Management
Virginia
$273K -$11.6K -176 -4%
JWS
1807
Juncture Wealth Strategies
Arizona
$273K -$90.8K -1,384 -26%
LB
1808
Legacy Bridge
Iowa
$272K – – –
PCMF
1809
Private Capital Management (Florida)
Florida
$271K – – –
BWP
1810
Balboa Wealth Partners
Arizona
$271K +$254K +3,872 New
UF
1811
Univest Financial
Pennsylvania
$270K -$229K -3,492 -48%
SAM
1812
Summit Asset Management
Tennessee
$269K -$10.5K -160 -4%
MWM
1813
Maridea Wealth Management
New York
$269K – – –
TAM
1814
Tocqueville Asset Management
New York
$269K – – –
ZIM
1815
Zacks Investment Management
Illinois
$268K -$46.7K -712 -16%
CIA
1816
Compass Ion Advisors
Pennsylvania
$267K -$1.42M -21,600 -85%
TBC
1817
Ted Buchan & Co
California
$267K – – –
NC
1818
North Capital
Utah
$266K – – –
GCA
1819
Greenwood Capital Associates
South Carolina
$266K -$4.46K -68 -2%
HNWA
1820
Henrickson Nauta Wealth Advisors
Michigan
$266K – – –
GA
1821
GSG Advisors
New Jersey
$265K – – –
CA
1822
Carson Advisory
Georgia
$265K -$37.5K -572 -13%
UAG
1823
United Advisor Group
Ohio
$264K +$32K +488 +15%
NPAN
1824
Northeast Planning Associates NH
New Hampshire
$264K – – –
KA
1825
Klingman & Associates
New York
$262K -$32K -488 -12%
71 72
73
74 75