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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1926
Sunbelt Securities
Texas
$174K -$25.5K -376 -13%
RA
1927
Rise Advisors
New York
$174K -$815 -12 -0.5%
1L
1928
10Elms LLP
Oklahoma
$169K +$174K +2,560 New
PGAM
1929
Princeton Global Asset Management
New Jersey
$167K +$67.9K +1,000 +65%
KFI
1930
Key Financial Inc
Pennsylvania
$166K -$13.6K -200 -7%
SIM
1931
Synergy Investment Management
Florida
$165K +$170K +2,500 New
CFS
1932
Compass Financial Services
Iowa
$165K +$169K +2,496 New
CWM
1933
Compass Wealth Management
Connecticut
$162K – – –
RLIM
1934
Red Lighthouse Investment Management
New York
$162K -$2.99K -44 -2%
QC
1935
Quent Capital
New York
$161K -$47.3K -696 -22%
RIA
1936
Realta Investment Advisors
Delaware
$158K +$39.1K +576 +32%
NMG
1937
New Millennium Group
Utah
$155K -$272 -4 -0.2%
CAS
1938
Coppell Advisory Solutions
Texas
$155K +$23.4K +344 +17%
IWM
1939
IMG Wealth Management
Florida
$149K +$154K +2,264 New
PP
1940
PrairieView Partners
Minnesota
$149K – – –
BIM
1941
Breakwater Investment Management
Washington
$149K – – –
HI
1942
Human Investing
Oregon
$146K +$150K +2,216 New
SC
1943
Solstein Capital
California
$142K – – –
CPA
1944
Cardiff Park Advisors
California
$142K +$543 +8 +0.4%
HCM
1945
Hollencrest Capital Management
California
$142K +$133K +1,952 +1,017%
BCM
1946
Birch Capital Management
Texas
$139K -$11.1K -164 -7%
BL
1947
BFSG LLC
California
$138K -$1.36K -20 -0.9%
RFA
1948
Reyes Financial Architecture
California
$136K +$140K +2,056 New
MWP
1949
MYCIO Wealth Partners
Pennsylvania
$134K – – –
BIG
1950
Brooklyn Investment Group
New York
$132K +$136K +2,000 New
76 77
78
79 80