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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
2026
Gibson Wealth Advisors
Texas
$251K – – –
SN
2027
Sittner & Nelson
Oregon
$250K +$291 +4 +0.1%
SWP
2028
Strategic Wealth Partners
Ohio
$250K +$34K +468 +16%
DCA
2029
DB&C Advisors
Michigan
$250K +$250K +3,440 New
EA
2030
Everpar Advisors
Oklahoma
$249K – – –
RFW
2031
Rainier Family Wealth
Washington
$249K +$250K +3,436 New
PFA
2032
Plotkin Financial Advisors
Maryland
$249K – – –
Destination Wealth Management
2033
Destination Wealth Management
California
$248K +$43.4K +596 +21%
SI
2034
Saxon Interests
Texas
$247K -$277K -3,812 -53%
SFS
2035
Sharp Financial Services
Pennsylvania
$247K -$42.8K -588 -15%
SL
2036
Sentry LLC
Tennessee
$247K – – –
AWM
2037
Aureum Wealth Management
Florida
$246K +$247K +3,396 New
Hantz Financial Services
2038
Hantz Financial Services
Michigan
$246K +$67.5K +928 +38%
VWM
2039
Vermillion Wealth Management
Minnesota
$245K +$2.04K +28 +0.8%
TF
2040
Trek Financial
Arizona
$244K -$23.9K -328 -9%
RMF
2041
Red Mountain Financial
Colorado
$244K +$244K +3,360 New
BW
2042
BostonPremier Wealth
Massachusetts
$244K – – –
VBCG
2043
Valley Brook Capital Group
Pennsylvania
$242K +$10.2K +140 +4%
AHB
2044
Abner Herrman & Brock
New Jersey
$241K +$242K +3,328 New
APG
2045
Abacus Planning Group
South Carolina
$241K – – –
PCM
2046
Passive Capital Management
Maryland
$241K – – –
Obermeyer Wealth Partners
2047
Obermeyer Wealth Partners
Colorado
$240K – – –
SWIG
2048
Strategic Wealth Investment Group
Kentucky
$240K -$269K -3,692 -53%
CNFG
2049
Creegan & Nassoura Financial Group
New Hampshire
$239K – – –
SS
2050
Sound Stewardship
Kansas
$238K +$291 +4 +0.1%