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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1901
Element Wealth
Mississippi
$305K +$291 +4 +0.1%
FMTCOCP
1902
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$304K -$145K -2,000 -32%
IAS
1903
Insigneo Advisory Services
Florida
$304K -$107K -1,472 -26%
EFG
1904
Embree Financial Group
Illinois
$304K +$2.33K +32 +0.8%
BWP
1905
Balboa Wealth Partners
Arizona
$303K +$32K +440 +12%
CCWM
1906
Correct Capital Wealth Management
Missouri
$302K – – –
NWM
1907
Nova Wealth Management
Florida
$301K +$13.1K +180 +5%
KW
1908
KWB Wealth
California
$301K +$11.9K +164 +4%
TI
1909
tru Independence
Oregon
$301K -$20.4K -280 -6%
AFTS
1910
American Financial & Tax Strategies
New York
$299K -$19.5K -268 -6%
LIM
1911
Lathrop Investment Management
Arkansas
$299K – – –
ANBT
1912
American National Bank & Trust
Texas
$298K – – –
RM
1913
RCW Management
Florida
$297K +$298K +4,100 New
LWCFA
1914
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K – – –
HPM
1915
Hoxton Planning & Management
West Virginia
$296K -$6.11K -84 -2%
MTI
1916
Merrithew & Thorsten Inc
California
$296K +$297K +4,080 New
EWM
1917
Echo Wealth Management
Minnesota
$295K – – –
OPA
1918
Old Port Advisors
Maine
$295K – – –
HA
1919
Herold Advisors
New York
$294K -$125K -1,712 -30%
CF
1920
Convergence Financial
Missouri
$294K -$92.2K -1,268 -24%
B
1921
Bensler
Washington
$294K – – –
GIA
1922
Gateway Investment Advisers
Ohio
$294K +$294K +4,048 New
KOMWMG
1923
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$294K +$2.04K +28 +0.7%
MFG
1924
Midwest Financial Group
Kansas
$293K – – –
APW
1925
Acima Private Wealth
Virginia
$292K – – –
75 76
77
78 79