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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1876
Denver Wealth Management
Colorado
$239K – – –
SL
1877
Sentry LLC
Tennessee
$238K – – –
EA
1878
Ellsworth Advisors
Ohio
$238K -$217K -3,308 -49%
PPW
1879
Pasadena Private Wealth
California
$237K +$2.63K +40 +1%
OFS
1880
Orrstown Financial Services
Pennsylvania
$237K – – –
CFG
1881
Carr Financial Group
Massachusetts
$236K +$221K +3,372 New
VWM
1882
Vermillion Wealth Management
Minnesota
$234K – – –
PCM
1883
Passive Capital Management
Maryland
$233K -$68.5K -1,044 -24%
MCM
1884
Mendel Capital Management
Arkansas
$233K -$26.3K -400 -11%
DFA
1885
DHJJ Financial Advisors
Illinois
$233K +$12.9K +196 +6%
LWL
1886
Leo Wealth LLC
Texas
$233K +$218K +3,324 New
TF
1887
Trek Financial
Arizona
$232K – – –
APG
1888
Abacus Planning Group
South Carolina
$232K +$1.57K +24 +0.7%
SN
1889
Sittner & Nelson
Oregon
$232K +$9.71K +148 +5%
PAMG
1890
Patton Albertson Miller Group
Tennessee
$231K -$2.63K -40 -1%
TIAAOA
1891
Teachers Insurance & Annuity Association of America
New York
$231K – – –
PCG
1892
Prosperity Consulting Group
Maryland
$231K -$148K -2,252 -41%
CNFG
1893
Creegan & Nassoura Financial Group
New Hampshire
$231K – – –
NPFS
1894
Novak & Powell Financial Services
Florida
$231K -$385K -5,872 -64%
PMSA
1895
Patrick M. Sweeney & Associates
Illinois
$231K +$213K +3,252 New
TWP
1896
Total Wealth Planning
Ohio
$230K +$216K +3,292 New
FCC
1897
Flower City Capital
New York
$230K – – –
SS
1898
Sound Stewardship
Kansas
$229K – – –
MBTD
1899
Mechanics Bank - Trust Department
California
$229K – – –
FHC
1900
First Heartland Consultants
Missouri
$228K -$16.5K -252 -7%
74 75
76
77 78