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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WETS
1826
Wealth Enhancement Trust Services
South Dakota
$426K +$61.7K +796 +18%
OPCM
1827
Osborne Partners Capital Management
California
$425K -$130K -1,676 -24%
RF
1828
RetireMitten Financial
Michigan
$424K -$56.1K -723 -12%
SOS
1829
Silver Oak Securities
Tennessee
$424K -$7.21K -93 -2%
AWM
1830
Avaii Wealth Management
Wisconsin
$424K +$78 +1 +0%
CWA
1831
Canvas Wealth Advisors
Kansas
$423K +$310 +4 +0.1%
MFGM
1832
Marshall Financial Group (Maryland)
Maryland
$420K +$404K +5,214 New
RWA
1833
Redhawk Wealth Advisors
Minnesota
$419K -$222K -2,862 -35%
IF
1834
Integrity Financial
Wyoming
$419K +$61.5K +793 +18%
TWA
1835
Trace Wealth Advisors
California
$419K – – –
BWAM
1836
Blue Water Asset Management
Michigan
$418K +$6.59K +85 +2%
VNA
1837
Valley National Advisers
Pennsylvania
$418K – – –
MCM
1838
Morton Capital Management
California
$417K -$187K -2,413 -32%
SW
1839
SkyOak Wealth
Michigan
$415K – – –
CWMGO
1840
Capstone Wealth Management Group (Oregon)
Oregon
$415K +$233 +3 +0.1%
ECM
1841
Elgethun Capital Management
South Dakota
$413K – – –
NWM
1842
Nova Wealth Management
Florida
$413K – – –
HWP
1843
Hibernia Wealth Partners
Louisiana
$411K -$396K -5,102 -50%
PPC
1844
Park Place Capital
Alabama
$410K +$195K +2,509 +97%
IPAM
1845
Investment Partners Asset Management
New Jersey
$409K -$233 -3 -0.1%
MC
1846
Mathes Company
New York
$409K – – –
TC
1847
Trilogy Capital
California
$409K +$169K +2,179 +75%
HNWA
1848
Henrickson Nauta Wealth Advisors
Michigan
$408K +$98.3K +1,268 +33%
JMFC
1849
J.M. Forbes & Co
Massachusetts
$407K – – –
CSC
1850
Caldwell Sutter Capital
California
$407K -$10.6K -137 -3%
72 73
74
75 76