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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2026
Plotkin Financial Advisors
Maryland
$249K – – –
DWM
2027
Destination Wealth Management
California
$248K +$43.4K +596 +21%
SI
2028
Saxon Interests
Texas
$247K -$277K -3,812 -53%
SFS
2029
Sharp Financial Services
Pennsylvania
$247K -$42.8K -588 -15%
SL
2030
Sentry LLC
Tennessee
$247K – – –
AWM
2031
Aureum Wealth Management
Florida
$246K +$247K +3,396 New
HFS
2032
Hantz Financial Services
Michigan
$246K +$67.5K +928 +38%
VWM
2033
Vermillion Wealth Management
Minnesota
$245K +$2.04K +28 +0.8%
TF
2034
Trek Financial
Arizona
$244K -$23.9K -328 -9%
RMF
2035
Red Mountain Financial
Colorado
$244K +$244K +3,360 New
BW
2036
BostonPremier Wealth
Massachusetts
$244K – – –
VBCG
2037
Valley Brook Capital Group
Pennsylvania
$242K +$10.2K +140 +4%
AHB
2038
Abner Herrman & Brock
New Jersey
$241K +$242K +3,328 New
APG
2039
Abacus Planning Group
South Carolina
$241K – – –
PCM
2040
Passive Capital Management
Maryland
$241K – – –
OWP
2041
Obermeyer Wealth Partners
Colorado
$240K – – –
SWIG
2042
Strategic Wealth Investment Group
Kentucky
$240K -$269K -3,692 -53%
CNFG
2043
Creegan & Nassoura Financial Group
New Hampshire
$239K – – –
SS
2044
Sound Stewardship
Kansas
$238K +$291 +4 +0.1%
FCC
2045
Flower City Capital
New York
$237K – – –
LL
2046
LPWM LLC
Minnesota
$237K +$3.78K +52 +2%
SGI
2047
Summit Global Investments
Utah
$236K +$873 +12 +0.4%
CCA
2048
Cypress Capital Advisors
Tennessee
$235K – – –
PMSA
2049
Patrick M. Sweeney & Associates
Illinois
$235K -$873 -12 -0.4%
NCM
2050
Next Capital Management
New York
$234K +$235K +3,232 New
80 81
82
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