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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2201
Core Alternative Capital
Georgia
$102K +$102K +1,400 New
HHCP
2202
Hilton Head Capital Partners
South Carolina
$101K +$101K +1,392 New
PWM
2203
Proathlete Wealth Management
Florida
$100K – – –
HAP
2204
Harbor Asset Planning
Massachusetts
$95.6K +$873 +12 +0.9%
EPG
2205
Estate Planners Group
Pennsylvania
$95.3K +$95.4K +1,312 New
WA
2206
Westfuller Advisors
New York
$95.2K +$582 +8 +0.6%
KCM
2207
Key Capital Management
Tennessee
$94.9K +$95.1K +1,308 New
T
2208
TrustBank
Illinois
$92.9K +$93.1K +1,280 New
ECA
2209
Elevated Capital Advisors
Utah
$92K +$92.2K +1,268 New
MCA
2210
Maryland Capital Advisors
Maryland
$91.7K – – –
JWM
2211
Jessup Wealth Management
Ohio
$90.3K +$90.5K +1,244 New
NRG
2212
Nemes Rush Group
Michigan
$89.7K +$14.3K +196 +19%
IWM
2213
IMG Wealth Management
Florida
$89.1K -$39.9K -548 -31%
GFA
2214
Gladwyn Financial Advisors
Virginia
$88.3K +$873 +12 +1%
SC
2215
Swan Capital
Florida
$86.1K +$582 +8 +0.7%
BC
2216
Broadwater Capital
Massachusetts
$84.2K – – –
BTD
2217
BankPlus Trust Department
Mississippi
$83K +$3.2K +44 +4%
RDFA
2218
Ritter Daniher Financial Advisory
Ohio
$81.8K – – –
WPA
2219
Wealth Preservation Advisors
Tennessee
$81.7K – – –
AAG
2220
Armstrong Advisory Group
Massachusetts
$81.6K – – –
KA
2221
Kozak & Associates
Colorado
$80.2K -$7.27K -100 -9%
CAM
2222
Chesapeake Asset Management
New York
$80.1K +$80.3K +1,104 New
RWA
2223
Redmont Wealth Advisors
Illinois
$79.8K +$11.6K +160 +17%
SIS
2224
Strategic Investment Solutions
Illinois
$79.5K – – –
M
2225
MOTCO
Texas
$78.1K +$8.44K +116 +12%
87 88
89
90 91