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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1951
Tocqueville Asset Management
New York
$280K +$291 +4 +0.1%
KCM
1952
Kanawha Capital Management
Virginia
$280K -$2.91K -40 -1%
DAS
1953
Daybright Advisory Services
Florida
$279K +$280K +3,852 New
SAM
1954
Summit Asset Management
Tennessee
$279K – – –
MFS
1955
Miller Financial Services
Michigan
$279K +$11.6K +160 +4%
NC
1956
North Capital
Utah
$279K +$1.75K +24 +0.6%
AWP
1957
Axis Wealth Partners
Rhode Island
$279K +$20.7K +284 +8%
EPW
1958
Evolve Private Wealth
California
$278K +$279K +3,836 New
LTL
1959
Lowery Thomas LLC
California
$278K -$172K -2,368 -38%
GA
1960
GSG Advisors
New Jersey
$278K +$873 +12 +0.3%
CPCM
1961
Cardinal Point Capital Management
Ontario, Canada
$277K +$278K +3,824 New
TLFA
1962
True Link Financial Advisors
California
$277K +$278K +3,820 New
CWM
1963
Centurion Wealth Management
Virginia
$277K -$7.57K -104 -3%
SC
1964
Solstein Capital
California
$276K +$104K +1,428 +60%
BWM
1965
BCS Wealth Management
Tennessee
$275K +$276K +3,800 New
NWA
1966
Northwest Wealth Advisors
Washington
$275K +$276K +3,792 New
CPA
1967
Cathy Pareto & Associates
Florida
$275K +$2.04K +28 +0.7%
SCA
1968
Southern Capital Advisors
Tennessee
$274K +$2.91K +40 +1%
SS
1969
Sunbelt Securities
Texas
$274K -$13.1K -180 -5%
NPAN
1970
Northeast Planning Associates NH
New Hampshire
$274K – – –
FAN
1971
Financial Advisors Network
California
$272K +$12.8K +176 +5%
ASW
1972
Astoria Strategic Wealth
Texas
$272K +$4.66K +64 +2%
KA
1973
Klingman & Associates
New York
$272K – – –
OWA
1974
One Wealth Advisors
California
$271K – – –
RW
1975
Regimen Wealth
Georgia
$271K -$5.24K -72 -2%
77 78
79
80 81