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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
2076
Horizon Investment Services
Indiana
$280K -$7.44K -96 -3%
MBTD
2077
Mechanics Bank - Trust Department
California
$280K +$46.8K +604 +21%
EA
2078
Ellsworth Advisors
Ohio
$278K +$853 +11 +0.3%
AWA
2079
Aletheian Wealth Advisors
Washington
$278K -$51.5K -664 -16%
CWM
2080
Centurion Wealth Management
Virginia
$277K +$155 +2 +0.1%
RFW
2081
Rainier Family Wealth
Washington
$277K – – –
CWM
2082
Castle Wealth Management
Florida
$276K +$266K +3,431 New
PFA
2083
Plotkin Financial Advisors
Maryland
$276K – – –
FG
2084
Fiduciary Group
Georgia
$276K -$6.59K -85 -2%
AGC
2085
August Group Capital
$276K +$2.4K +31 +0.9%
AIA
2086
Ally Invest Advisors
North Carolina
$276K +$4.73K +61 +2%
TCM
2087
Traub Capital Management
Massachusetts
$276K -$36.4K -470 -12%
LCWP
2088
Legacy Capital Wealth Partners
Arkansas
$275K -$1.33M -17,100 -65%
SGI
2089
Summit Global Investments
Utah
$274K +$2.09K +27 +0.8%
SIM
2090
Studio Investment Management
Illinois
$271K +$261K +3,361 New
BW
2091
BostonPremier Wealth
Massachusetts
$271K – – –
TF
2092
Tenon Financial
New Jersey
$270K -$1.86K -24 -0.7%
MCM
2093
Mendel Capital Management
Arkansas
$269K +$233 +3 +0.1%
WAAG
2094
Wealth Alliance Advisory Group
Kansas
$269K +$259K +3,338 New
AWP
2095
Axis Wealth Partners
Rhode Island
$269K +$5.12K +66 +2%
EA
2096
Everpar Advisors
Oklahoma
$268K -$67.9K -876 -21%
MHC
2097
Meyer Handelman Company
New York
$268K +$258K +3,332 New
AFG
2098
ABLE Financial Group
Arizona
$268K – – –
SN
2099
Sittner & Nelson
Oregon
$267K – – –
CG
2100
Corundum Group
Colorado
$267K – – –
82 83
84
85 86