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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
2176
Straight Path Wealth Management
Michigan
$232K – – –
MWP
2177
MYCIO Wealth Partners
Pennsylvania
$232K +$233 +3 +0.1%
TWM
2178
Tolleson Wealth Management
Texas
$232K – – –
TVAMP
2179
Tennessee Valley Asset Management Partners
Tennessee
$231K +$222K +2,864 New
WCM
2180
Wallace Capital Management
Texas
$230K -$15.5K -200 -7%
CFSG
2181
Clark Financial Services Group
Missouri
$230K – – –
NWMG
2182
Nicholson Wealth Management Group
South Carolina
$230K – – –
VH
2183
VVR Holdings
Washington
$230K +$221K +2,854 New
CCA
2184
Childress Capital Advisors
Texas
$230K +$233 +3 +0.1%
SB
2185
Sunflower Bank
Texas
$229K – – –
HWA
2186
HCR Wealth Advisors
California
$229K +$221K +2,845 New
CMP
2187
Christine Messmer PC
Pennsylvania
$229K -$78 -1 -0%
CL
2188
CLG LLC
California
$229K +$620 +8 +0.3%
RFN
2189
RDA Financial Network
Iowa
$228K -$2.02K -26 -0.9%
HA
2190
HFG Advisors
Ohio
$228K – – –
NCM
2191
Narwhal Capital Management
Georgia
$228K -$775 -10 -0.4%
GPW
2192
Gray Private Wealth
Massachusetts
$227K – – –
SAA
2193
Southeast Asset Advisors
Georgia
$226K – – –
GPWM
2194
Grant Private Wealth Management
California
$226K -$2.17K -28 -1%
MWPCG
2195
Measured Wealth Private Client Group
New Hampshire
$225K -$210K -2,704 -49%
AWA
2196
ARQ Wealth Advisors
Arizona
$225K -$6.51K -84 -3%
TFA
2197
Toth Financial Advisory
Virginia
$225K -$388 -5 -0.2%
AC
2198
Annandale Capital
Texas
$224K +$215K +2,775 New
AWA
2199
Aquire Wealth Advisors
Utah
$224K +$215K +2,778 New
MFS
2200
McNamara Financial Services
Massachusetts
$224K +$215K +2,775 New
86 87
88
89 90