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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1876
ROI Financial Advisors
Oregon
$214K -$10.9K -160 -5%
SWP
1877
ShoreHaven Wealth Partners
New Jersey
$213K – – –
MM
1878
Main Management
California
$213K – – –
HA
1879
HFG Advisors
Ohio
$212K – – –
SRA
1880
Secured Retirement Advisors
Minnesota
$212K – – –
BAM
1881
Bosun Asset Management
Illinois
$211K – – –
LFASL
1882
Lugano Financial Advisors SA (LFA)
Switzerland
$211K – – –
FA
1883
Fedenia Advisers
Wisconsin
$211K +$217K +3,200 New
WI
1884
Wintrust Investments
Illinois
$211K +$34.2K +504 +19%
TA
1885
TKG Advisors
Indiana
$211K – – –
IWM
1886
Integris Wealth Management
California
$210K +$216K +3,184 New
SWM
1887
Sugarloaf Wealth Management
Georgia
$210K +$20.1K +296 +10%
SXL
1888
Summit X LLC
Missouri
$209K +$215K +3,172 New
AWA
1889
Aquire Wealth Advisors
Utah
$209K +$215K +3,168 New
CWM
1890
Campbell Wealth Management
Virginia
$208K – – –
AC
1891
Anson Capital
Georgia
$207K +$216K +3,180 New
PFG
1892
Prospect Financial Group
Virginia
$206K +$212K +3,128 New
BSA
1893
Braun Stacey Associates
New York
$206K – – –
GTAM
1894
Global Trust Asset Management
Florida
$205K – – –
LWL
1895
Leo Wealth LLC
Texas
$205K +$211K +3,104 New
PAM
1896
PCG Asset Management
New Jersey
$205K +$211K +3,104 New
CMBA
1897
C.M. Bidwell & Associates
Hawaii
$205K -$6.79K -100 -3%
TAM
1898
Trillium Asset Management
Massachusetts
$204K +$210K +3,096 New
CWM
1899
C2C Wealth Management
Arizona
$204K – – –
GWA
1900
Gutierrez Wealth Advisory
Arkansas
$203K +$209K +3,080 New
74 75
76
77 78