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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2026
Townsend Asset Management
North Carolina
$310K -$15K -193 -5%
GA
2027
GSG Advisors
New Jersey
$310K +$775 +10 +0.3%
EIA
2028
Edgemoor Investment Advisors
Maryland
$309K -$40.3K -520 -12%
SJL
2029
Shayne & Jacobs LLC
Tennessee
$309K +$23.4K +302 +9%
TWM
2030
Tradition Wealth Management
Minnesota
$309K -$14.7K -189 -5%
FHC
2031
First Heartland Consultants
Missouri
$307K +$20.8K +268 +8%
PCMF
2032
Private Capital Management (Florida)
Florida
$307K -$8.76K -113 -3%
HA
2033
Herold Advisors
New York
$307K -$83.3K -1,074 -22%
PIWA
2034
Prevail Innovative Wealth Advisors
Kansas
$306K -$21.7K -280 -7%
FMN
2035
Financial Management Network
California
$306K +$296K +3,816 New
NWA
2036
Northwest Wealth Advisors
Washington
$306K +$3.64K +47 +1%
UA
2037
URS Advisory
Florida
$304K +$853 +11 +0.3%
FAN
2038
Financial Advisors Network
California
$302K +$78 +1 +0%
ASW
2039
Astoria Strategic Wealth
Texas
$302K – – –
KA
2040
Klingman & Associates
New York
$302K -$78 -1 -0%
MWM
2041
Maimon Wealth Management
Israel
$301K – – –
JF
2042
JSF Financial
California
$299K +$287K +3,706 New
ATS
2043
Ashton Thomas Securities
New York
$298K -$72.3K -932 -20%
ABTD
2044
Arvest Bank Trust Division
Oklahoma
$298K +$3.1K +40 +1%
DAS
2045
Daybright Advisory Services
Florida
$298K -$9.15K -118 -3%
EWM
2046
Echo Wealth Management
Minnesota
$298K – – –
TBC
2047
Ted Buchan & Co
California
$297K +$233 +3 +0.1%
WWP
2048
Wise Wealth Partners
Arizona
$295K +$27.7K +357 +11%
HCM
2049
Hengehold Capital Management
Ohio
$292K +$40.3K +520 +17%
AFP
2050
ATLas Financial Planning
Georgia
$292K – – –
80 81
82
83 84