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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2026
Redmont Wealth Advisors
Illinois
$48.4K +$50.2K +748 New
PP
2027
PFS Partners
New Jersey
$48K +$268 +4 +0.5%
RPCA
2028
Running Point Capital Advisors
California
$46K – – –
SIS
2029
Strategic Investment Solutions
Illinois
$45K – – –
AWM
2030
Angeles Wealth Management
California
$42.2K – – –
HBW
2031
Hazlett, Burt & Watson
West Virginia
$42K -$11K -164 -20%
APW
2032
Atlantic Private Wealth
North Carolina
$40.1K +$41.6K +620 New
CPG
2033
Cornerstone Planning Group
New Jersey
$39.3K +$7.79K +116 +22%
PBK
2034
Peoples Bank (Kansas)
Kansas
$38.8K – – –
SRCM
2035
Signature Resources Capital Management
California
$38K +$18K +268 +84%
OAJ
2036
Ogorek Anthony Joseph
New York
$38K -$16.1K -240 -29%
MEG
2037
Millstone Evans Group
Colorado
$37.6K -$5.91K -88 -13%
OCM
2038
Orion Capital Management
California
$37K – – –
BCM
2039
Blume Capital Management
California
$35.9K – – –
AC
2040
Arjuna Capital
North Carolina
$35.7K +$37K +552 New
AT
2041
Avalon Trust
New Mexico
$34.4K -$71.7K -1,068 -67%
FPF
2042
First Pacific Financial
Washington
$34.1K +$35.4K +528 New
HWM
2043
Hemington Wealth Management
Virginia
$34K – – –
POIA
2044
Pin Oak Investment Advisors
Texas
$34K – – –
MSG
2045
Main Street Group
Virginia
$33.8K -$8.05K -120 -19%
ETS
2046
ESL Trust Services
New York
$33.6K – – –
PFA
2047
Pillar Financial Advisors
Kentucky
$32.8K -$29.5K -440 -46%
PA
2048
Pineridge Advisors
Missouri
$32K +$4.03K +60 +14%
DPW
2049
DiNuzzo Private Wealth
Pennsylvania
$31K – – –
CMP
2050
Coston McIsaac & Partners
Maine
$31K -$6.44K -96 -17%
80 81
82
83 84