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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
2226
Entrust Financial
Pennsylvania
$117K – – –
TAM
2227
Tucker Asset Management
Colorado
$116K +$4.16K +56 +4%
NG
2228
NWK Group
California
$116K – – –
HHGA
2229
Halbert Hargrove Global Advisors
California
$115K -$16K -216 -12%
KFG
2230
Kingdom Financial Group
Arizona
$115K +$59.1K +796 +99%
LAS
2231
Lloyd Advisory Services
Georgia
$115K +$119K +1,600 New
BIM
2232
Breakwater Investment Management
Washington
$114K -$1.78K -24 -1%
FP
2233
Financial Perspectives
Minnesota
$112K +$8.62K +116 +8%
RFS
2234
Richardson Financial Services
Massachusetts
$112K -$16.9K -228 -13%
Q1WB
2235
Quest 10 Wealth Builders
Virginia
$111K -$1.19K -16 -1%
HHCP
2236
Hilton Head Capital Partners
South Carolina
$110K +$11K +148 +11%
PWM
2237
Provident Wealth Management
Tennessee
$107K – – –
CSPIA
2238
Cary Street Partners Investment Advisory
Virginia
$107K – – –
CPG
2239
Cornerstone Planning Group
New Jersey
$105K +$368K +4,948 +1,066%
BG
2240
Bollard Group
Massachusetts
$105K +$109K +1,464 New
BIA
2241
Bell Investment Advisors
California
$101K – – –
CAC
2242
Core Alternative Capital
Georgia
$101K – – –
PWM
2243
Proathlete Wealth Management
Florida
$99.1K – – –
BCM
2244
Birch Capital Management
Texas
$95.6K -$17.2K -232 -15%
HAP
2245
Harbor Asset Planning
Massachusetts
$95K – – –
WA
2246
Westfuller Advisors
New York
$94.6K +$297 +4 +0.3%
RWS
2247
Retirement Wealth Solutions
Wisconsin
$93.7K -$49.3K -664 -34%
WSFG
2248
Wall Street Financial Group
Illinois
$93.6K +$96.9K +1,304 New
T
2249
TrustBank
Illinois
$91.9K – – –
ECA
2250
Elevated Capital Advisors
Utah
$91K – – –
88 89
90
91 92