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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1926
Refined Wealth Management
Utah
$302K -$3.66M -49,240 -92%
EPW
1927
Evolve Private Wealth
California
$302K +$27.6K +372 +10%
MPPLM
1928
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$302K -$5.65K -76 -2%
EW
1929
Element Wealth
Mississippi
$302K – – –
EA
1930
Everpar Advisors
Oklahoma
$302K +$57.1K +768 +22%
FMTCOCP
1931
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$301K – – –
KW
1932
KWB Wealth
California
$301K – – –
TLFA
1933
True Link Financial Advisors
California
$301K +$27.3K +368 +10%
SLG
1934
Stanley-Laman Group
Pennsylvania
$300K +$311K +4,184 New
CCWM
1935
Correct Capital Wealth Management
Missouri
$299K – – –
HFS
1936
Hantz Financial Services
Michigan
$299K +$57.4K +772 +23%
TI
1937
tru Independence
Oregon
$298K +$892 +12 +0.3%
NCM
1938
Northside Capital Management
Oregon
$298K +$308K +4,140 New
FM
1939
Foster & Motley
Ohio
$296K +$78.8K +1,060 +35%
AWA
1940
Aletheian Wealth Advisors
Washington
$295K +$306K +4,112 New
RM
1941
RCW Management
Florida
$294K – – –
LWCFA
1942
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$294K – – –
PWP
1943
Perfromance Wealth Partners
Illinois
$294K -$8.62K -116 -3%
PCA
1944
Providence Capital Advisors
North Carolina
$293K -$49K -660 -14%
PIWA
1945
Prevail Innovative Wealth Advisors
Kansas
$293K -$10.4K -140 -3%
HPM
1946
Hoxton Planning & Management
West Virginia
$293K – – –
MTI
1947
Merrithew & Thorsten Inc
California
$292K – – –
OPA
1948
Old Port Advisors
Maine
$292K – – –
JIG
1949
Junk Investment Group
Maryland
$291K +$301K +4,056 New
MFG
1950
Midwest Financial Group
Kansas
$290K – – –
76 77
78
79 80