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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1951
Plotkin Financial Advisors
Maryland
– -$204K -3,272 Closed
MFG
1952
Midwest Financial Group
Kansas
– -$203K -3,248 Closed
SFP
1953
Strategic Financial Partners
Oregon
– -$202K -3,236 Closed
SRA
1954
Secured Retirement Advisors
Minnesota
– -$200K -3,204 Closed
HBT
1955
Hills Bank & Trust
Iowa
– -$114K -1,832 Closed
NJIM
1956
Nabity-Jensen Investment Management
Nebraska
– -$104K -1,672 Closed
HFS
1957
Hantz Financial Services
Michigan
– -$80K -1,284 Closed
MIM
1958
Macroview Investment Management
Maryland
– -$75K -1,200 Closed
TWP
1959
TFO Wealth Partners
Ohio
– -$75K -1,200 Closed
AT
1960
Avalon Trust
New Mexico
– -$62.5K -1,000 Closed
LF
1961
LifeSteps Financial
California
– -$61.9K -992 Closed
IPW
1962
Impact Partnership Wealth
Georgia
– -$56.5K -904 Closed
NIC
1963
Northwest Investment Counselors
Oregon
– -$48K -768 Closed
HWP
1964
Highline Wealth Partners
California
– -$20.1K -320 Closed
FIM
1965
Fernwood Investment Management
Massachusetts
– -$12.2K -196 Closed
GAA
1966
Global Assets Advisory
Florida
– -$11.2K -180 Closed
VL
1967
Vima LLC
Michigan
– -$4.85K -92 Closed
PCG
1968
PFC Capital Group
California
– -$3K -64 Closed
AA
1969
AlphaMark Advisors
Kentucky
– -$2K -40 Closed
OLVIG
1970
Oliver Lagore Vanvalin Investment Group
Michigan
– -$1.5K -24 Closed
RS
1971
Rakuten Securities
Japan
– -$1.5K -24 Closed
BWP
1972
Baldwin Wealth Partners
Massachusetts
– -$750 -12 Closed
TCA
1973
Trifecta Capital Advisors
Illinois
– -$750 -12 Closed
AWA
1974
Alaska Wealth Advisors
Alaska
– -$500 -8 Closed
SVCP
1975
Silicon Valley Capital Partners
California
– -$234 -4 Closed
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