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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Abound Wealth Management
Tennessee
$86.8K -$525 -8 -0.6%
MA
2027
MCF Advisors
Kentucky
$86.1K -$24.7K -376 -23%
EPW
2028
Evergreen Private Wealth
Colorado
$85.1K -$44.9K -684 -36%
GFA
2029
Gladwyn Financial Advisors
Virginia
$84K +$78.8K +1,200 New
SC
2030
Swan Capital
Florida
$82.4K -$1.84K -28 -2%
HBW
2031
Hazlett, Burt & Watson
West Virginia
$82K +$33.6K +512 +79%
BC
2032
Broadwater Capital
Massachusetts
$81.2K +$21.2M +322,944 +19,454%
SC
2033
Sawyer & Company
Massachusetts
$79.8K +$198K +3,016 +319%
LCOV
2034
London Company of Virginia
Virginia
$79.5K -$2.89K -44 -4%
KFP
2035
Keener Financial Planning
Texas
$79K – – –
RDFA
2036
Ritter Daniher Financial Advisory
Ohio
$78.9K – – –
AAG
2037
Armstrong Advisory Group
Massachusetts
$78.6K +$9.19K +140 +14%
WPA
2038
Wealth Preservation Advisors
Tennessee
$78.6K -$2.89K -44 -4%
BTD
2039
BankPlus Trust Department
Mississippi
$77K – – –
GWSG
2040
GPS Wealth Strategies Group
Colorado
$75.9K +$788 +12 +1%
KA
2041
Kozak & Associates
Colorado
$75.1K -$3.15K -48 -4%
ACM
2042
Anfield Capital Management
California
$74.7K +$65.6K +1,000 +1,471%
MFC
2043
Morris Financial Concepts
South Carolina
$70.8K – – –
M
2044
MOTCO
Texas
$68.6K – – –
SA
2045
SRH Advisors
Kansas
$68.6K – – –
VWWMG
2046
Vermillion & White Wealth Management Group
Pennsylvania
$67.7K – – –
SCM
2047
Sterling Capital Management
North Carolina
$67.2K – – –
AT
2048
Arlington Trust
Alabama
$66.6K -$26.3K -400 -30%
FC
2049
Fairscale Capital
New Hampshire
$66.3K – – –
PCM
2050
Perritt Capital Management
Illinois
$64.6K – – –
80 81
82
83 84