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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2051
MASECO Private Wealth
$64.4K +$60.4K +920 New
BWM
2052
Bernard Wealth Management
Michigan
$63K – – –
BCPWM
2053
Bradley & Co Private Wealth Management
Florida
$61.6K – – –
AEPWM
2054
Atlantic Edge Private Wealth Management
Florida
$60.7K -$1.31K -20 -2%
HI
2055
Hoey Investments
Pennsylvania
$60.6K – – –
EPIM
2056
Evelyn Partners Investment Management
$57.6K +$54.1K +824 New
FCG
2057
Financial Connections Group
California
$57K – – –
TPW
2058
Talon Private Wealth
Florida
$56.5K -$1M -15,264 -95%
OL
2059
one8zero8 LLC
North Carolina
$56.5K – – –
RWS
2060
Retirement Wealth Solutions
Wisconsin
$56.2K +$45.4K +692 +618%
USB
2061
Union Savings Bank
Connecticut
$56.1K – – –
DWA
2062
Dougherty Wealth Advisers
Minnesota
$56K – – –
WAS
2063
Winch Advisory Services
Wisconsin
$55.4K -$11.3K -172 -18%
NRG
2064
Nemes Rush Group
Michigan
$54.9K -$38.6K -588 -43%
FNWA
2065
Financial Network Wealth Advisors
Utah
$54.5K – – –
IIL
2066
Insight Inv LLC
California
$53.4K – – –
AIC
2067
Archer Investment Corporation
Indiana
$53.2K – – –
HDIM
2068
Hanson & Doremus Investment Management
Vermont
$53K – – –
LI
2069
LRI Investments
Florida
$52.3K – – –
RWA
2070
Redmont Wealth Advisors
Illinois
$52.3K – – –
PP
2071
PFS Partners
New Jersey
$51.9K – – –
GWS
2072
Greykasell Wealth Strategies
California
$51.5K -$69.8K -1,064 -59%
RPCA
2073
Running Point Capital Advisors
California
$49.8K – – –
SIS
2074
Strategic Investment Solutions
Illinois
$48.7K – – –
NOI
2075
Newton One Investments
Delaware
$46.7K +$43.8K +668 New
81 82
83
84 85