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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1901
Sentry LLC
Tennessee
$250K – – –
FHC
1902
First Heartland Consultants
Missouri
$247K +$7.47K +104 +3%
BW
1903
BostonPremier Wealth
Massachusetts
$247K +$241K +3,360 New
RCM
1904
Richardson Capital Management
Wisconsin
$246K +$41.7K +580 +21%
VWM
1905
Vermillion Wealth Management
Minnesota
$246K – – –
MCM
1906
Mendel Capital Management
Arkansas
$244K – – –
APG
1907
Abacus Planning Group
South Carolina
$244K – – –
PCM
1908
Passive Capital Management
Maryland
$244K – – –
SN
1909
Sittner & Nelson
Oregon
$244K – – –
OWP
1910
Obermeyer Wealth Partners
Colorado
$243K -$29.9K -416 -11%
TIAAOA
1911
Teachers Insurance & Annuity Association of America
New York
$243K – – –
CNFG
1912
Creegan & Nassoura Financial Group
New Hampshire
$242K – – –
BWG
1913
Balanced Wealth Group
Ohio
$242K -$13.8K -192 -5%
IAS
1914
Integrity Advisory Solutions
Texas
$241K +$236K +3,288 New
M1FG
1915
Mach-1 Financial Group
Arkansas
$241K +$236K +3,288 New
FCC
1916
Flower City Capital
New York
$241K – – –
DFA
1917
DHJJ Financial Advisors
Illinois
$241K -$3.45K -48 -1%
SS
1918
Sound Stewardship
Kansas
$241K +$575 +8 +0.2%
PMSA
1919
Patrick M. Sweeney & Associates
Illinois
$239K – – –
PAMG
1920
Patton Albertson Miller Group
Tennessee
$239K -$4.31K -60 -2%
CCA
1921
Cypress Capital Advisors
Tennessee
$238K – – –
GT
1922
Greenleaf Trust
Michigan
$238K – – –
SGI
1923
Summit Global Investments
Utah
$238K +$287 +4 +0.1%
TC
1924
Trust Company
Kansas
$238K – – –
LL
1925
LPWM LLC
Minnesota
$236K +$20.1K +280 +10%
75 76
77
78 79