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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1926
Maimon Wealth Management
Israel
$291K +$292K +4,012 New
TWM
1927
Tradition Wealth Management
Minnesota
$291K +$13.1K +180 +5%
CPWM
1928
Cypress Point Wealth Management
Texas
$290K – – –
SC
1929
Searle & Co
Connecticut
$290K – – –
MWML
1930
M Wealth Management LLC
California
$290K +$2.33K +32 +0.8%
CMP
1931
Courage Miller Partners
Virginia
$290K – – –
AIS
1932
Advocate Investing Services
Maryland
$289K +$290K +3,988 New
GWS
1933
Glassman Wealth Services
Virginia
$289K +$873 +12 +0.3%
AFG
1934
ABLE Financial Group
Arizona
$288K -$582 -8 -0.2%
ABTD
1935
Arvest Bank Trust Division
Oklahoma
$287K +$21.8K +300 +8%
MBWA
1936
Marin Bay Wealth Advisors
California
$286K +$287K +3,948 New
IWM
1937
Integris Wealth Management
California
$286K +$82.3K +1,132 +40%
CP
1938
Clarendon Private
Massachusetts
$286K +$1.46K +20 +0.5%
FNA
1939
First National Advisers
Nebraska
$284K – – –
PCMF
1940
Private Capital Management (Florida)
Florida
$284K +$2.04K +28 +0.7%
RFA
1941
Register Financial Advisors
Georgia
$284K -$6.98K -96 -2%
SFP
1942
Strategic Financial Planning
Texas
$283K – – –
RYIA
1943
Roehl & Yi Investment Advisors
Oregon
$283K +$284K +3,900 New
CWM
1944
CCG Wealth Management
California
$283K -$6.69K -92 -2%
DF
1945
Dunhill Financial
United Kingdom
$282K -$125K -1,712 -31%
LB
1946
Legacy Bridge
Iowa
$282K – – –
IAS
1947
Integrity Advisory Solutions
Texas
$282K +$43.4K +596 +18%
AFP
1948
ATLas Financial Planning
Georgia
$282K +$282K +3,880 New
TCM
1949
Traub Capital Management
Massachusetts
$281K +$14.8K +204 +6%
AL
1950
ARWA LLC
Texas
$281K +$281K +3,868 New
76 77
78
79 80