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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2026
Denver Wealth Management
Colorado
$255K – – –
CIA
2027
Compass Ion Advisors
Pennsylvania
$255K +$297 +4 +0.1%
EW
2028
Enzi Wealth
Texas
$255K +$297 +4 +0.1%
FHC
2029
First Heartland Consultants
Missouri
$255K -$836K -11,252 -76%
ESBC
2030
E.S. Barr & Co
Kentucky
$254K – – –
PWA
2031
Prairie Wealth Advisors
Nebraska
$254K – – –
CW
2032
Code Waechter
Florida
$254K +$263K +3,536 New
SJL
2033
Shayne & Jacobs LLC
Tennessee
$254K +$263K +3,536 New
FFB
2034
First Financial Bankshares
Texas
$254K – – –
NRWA
2035
North Ridge Wealth Advisors
Oregon
$253K +$137K +1,844 +105%
TH
2036
Team Hewins
California
$252K -$5.65K -76 -2%
FG
2037
Fiduciary Group
Georgia
$252K – – –
PWP
2038
Prasad Wealth Partners
Ohio
$250K +$594 +8 +0.2%
SGFG
2039
Silver Grove Financial Group
New York
$249K +$258K +3,472 New
BCM
2040
Basso Capital Management
Connecticut
$249K – – –
GWA
2041
Gibson Wealth Advisors
Texas
$249K – – –
LCWP
2042
Legacy Capital Wealth Partners
Arkansas
$248K -$149K -2,004 -7%
EA
2043
Ellsworth Advisors
Ohio
$248K +$892 +12 +0.3%
TL
2044
Tradewinds LLC
North Carolina
$247K +$712K +9,588 +300%
RFW
2045
Rainier Family Wealth
Washington
$247K – – –
CWM
2046
Centurion Wealth Management
Virginia
$247K -$28.2K -380 -10%
WAM
2047
WNY Asset Management
New York
$247K +$255K +3,432 New
PFA
2048
Plotkin Financial Advisors
Maryland
$246K – – –
MGWA
2049
Monument Group Wealth Advisors
Massachusetts
$246K -$13.1K -176 -5%
IAS
2050
Integrity Advisory Solutions
Texas
$245K -$35.4K -476 -12%
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82
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