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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2026
Pathway Financial Advisers
Indiana
$47.2K +$272 +4 +0.6%
RPCA
2027
Running Point Capital Advisors
California
$47K – – –
SIS
2028
Strategic Investment Solutions
Illinois
$46K -$99.7K -1,468 -68%
NC
2029
NewSquare Capital
Pennsylvania
$44.9K +$46.2K +680 New
MEG
2030
Millstone Evans Group
Colorado
$44.1K +$45.3K +668 New
AWM
2031
Angeles Wealth Management
California
$43.1K – – –
MSG
2032
Main Street Group
Virginia
$42.3K +$272 +4 +0.6%
PBK
2033
Peoples Bank (Kansas)
Kansas
$39.6K – – –
CNBTD
2034
Citizens National Bank Trust Department
Mississippi
$39.1K – – –
CMP
2035
Coston McIsaac & Partners
Maine
$38K +$6.52K +96 +20%
OCM
2036
Orion Capital Management
California
$37.8K +$38.8K +572 New
WWA
2037
Wingate Wealth Advisors
Massachusetts
$37.8K +$38.8K +572 New
RCM
2038
Raleigh Capital Management
North Carolina
$37.2K +$34.5K +508 +907%
BCM
2039
Blume Capital Management
California
$36.7K -$36.7K -540 -49%
CPG
2040
Cornerstone Planning Group
New Jersey
$35.5K -$133K -1,952 -79%
HWM
2041
Hemington Wealth Management
Virginia
$35K – – –
POIA
2042
Pin Oak Investment Advisors
Texas
$35K – – –
AWM
2043
Aberdeen Wealth Management
Illinois
$34.3K -$13K -192 -27%
AIP
2044
Alexis Investment Partners
Texas
$34.3K +$35.3K +520 New
ETS
2045
ESL Trust Services
New York
$34.3K – – –
AA
2046
AlphaMark Advisors
Kentucky
$34K +$35.3K +520 New
OP
2047
ORG Partners
Indiana
$33.6K +$2.99K +44 +10%
MCM
2048
Mainstream Capital Management
California
$32.8K +$33.7K +496 New
DPW
2049
DiNuzzo Private Wealth
Pennsylvania
$31.7K – – –
GWP
2050
Gen-Wealth Partners
Michigan
$31.2K -$43.4K -640 -58%
80 81
82
83 84