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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1826
WealthCare Investment Partners
Rhode Island
$360K -$22.9K -308 -6%
EP
1827
Essential Partners
California
$360K – – –
WPP
1828
Whalerock Point Partners
Rhode Island
$360K – – –
CHJWM
1829
Carlton Hofferkamp & Jenks Wealth Management
Texas
$359K +$1.05M +14,076 +300%
SWM
1830
Silverlake Wealth Management
Vermont
$358K -$34.2K -460 -8%
RFN
1831
Redwood Financial Network
Ohio
$358K -$48.7K -656 -12%
SFP
1832
Shepherd Financial Partners
Massachusetts
$358K +$12.5K +168 +3%
CSIC
1833
Clifford Swan Investment Counsel
California
$357K -$7.13K -96 -2%
CA
1834
Claro Advisors
Massachusetts
$357K -$4.46K -60 -1%
RYIA
1835
Roehl & Yi Investment Advisors
Oregon
$356K +$79.1K +1,064 +27%
ACP
1836
Aviance Capital Partners
Florida
$356K +$4.75K +64 +1%
SFA
1837
Seneca Financial Advisors
New York
$354K -$10.1K -136 -3%
TBNY
1838
Trustco Bank (New York)
New York
$354K – – –
FFA
1839
Frazier Financial Advisors
Ohio
$354K +$39.5K +532 +12%
DJYG
1840
David J. Yvars Group
Florida
$353K – – –
UAG
1841
United Advisor Group
Ohio
$352K -$3.27K -44 -0.9%
BI
1842
Breachway Investments
Rhode Island
$352K -$1.78K -24 -0.5%
HA
1843
Herold Advisors
New York
$351K +$61.8K +832 +21%
WW
1844
Westshore Wealth
California
$350K -$392K -5,272 -52%
FIT
1845
Financially in Tune
Massachusetts
$349K – – –
ARA
1846
Approach Retirement Advisors
Alabama
$348K +$892 +12 +0.2%
OW
1847
Olistico Wealth
Oklahoma
$348K -$2.97K -40 -0.8%
GWAM
1848
Guardian Wealth Advisors (Minnesota)
Minnesota
$347K +$26.2K +352 +8%
MWM
1849
Maripau Wealth Management
Indiana
$347K +$131K +1,764 +57%
OWMIAS
1850
One Wealth Management Investment & Advisory Services
Florida
$345K – – –
72 73
74
75 76