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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
2076
Sound Stewardship
Kansas
$236K +$297 +4 +0.1%
AWP
2077
Axis Wealth Partners
Rhode Island
$235K -$42.2K -568 -15%
BWP
2078
Barlow Wealth Partners
Kentucky
$235K – – –
HBT
2079
Heartland Bank & Trust
Illinois
$235K +$243K +3,272 New
FCC
2080
Flower City Capital
New York
$235K – – –
DCA
2081
DB&C Advisors
Michigan
$235K -$12.8K -172 -5%
WWM
2082
Waterway Wealth Management
Texas
$234K +$243K +3,264 New
XPN
2083
XY Planning Network
Montana
$234K +$240K +3,232 New
VAG
2084
VisionPoint Advisory Group
Texas
$233K -$25.3K -340 -9%
CCA
2085
Cypress Capital Advisors
Tennessee
$233K – – –
SFP
2086
Strategic Financial Partners
Oregon
$233K +$24.4K +328 +11%
PMSA
2087
Patrick M. Sweeney & Associates
Illinois
$233K +$297 +4 +0.1%
NCM
2088
Next Capital Management
New York
$232K +$297 +4 +0.1%
WCG
2089
Weaver Consulting Group
California
$232K -$29.7K -400 -11%
TIAAOA
2090
Teachers Insurance & Annuity Association of America
New York
$231K – – –
MCA
2091
Midwest Capital Advisors
Michigan
$231K -$21.4K -288 -8%
CWS
2092
Confluence Wealth Services
Pennsylvania
$230K – – –
HWA
2093
HHM Wealth Advisors
Tennessee
$230K +$1.49K +20 +0.6%
RCG
2094
Regatta Capital Group
California
$230K +$238K +3,204 New
BAM
2095
Bosun Asset Management
Illinois
$230K – – –
AA
2096
Auxano Advisors
Washington
$230K +$14K +188 +6%
SW
2097
Solidarity Wealth
Utah
$230K +$31.5K +424 +15%
LAM
2098
L2 Asset Management
Massachusetts
$230K +$238K +3,200 New
CWM
2099
CMH Wealth Management
New Hampshire
$229K +$237K +3,184 New
DDC
2100
DF Dent & Co
Maryland
$229K +$28.5K +384 +14%
82 83
84
85 86