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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2376
Horizon Financial Services
North Carolina
$3.73K +$3.86K +52 New
CPL
2377
Capital & Planning LLC
Georgia
$3.45K +$3.57K +48 New
WAG
2378
Wilkerson Advisory Group
Missouri
$3.16K -$4.75K -64 -59%
AT
2379
Avalon Trust
New Mexico
$3.16K – – –
AI
2380
Arvest Investments
Arkansas
$3.16K – – –
VCM
2381
Viewpoint Capital Management
Washington
$2.58K – – –
AWA
2382
Acumen Wealth Advisors
Tennessee
$2.01K +$2.08K +28 New
CMA
2383
Cedar Mountain Advisors
Oregon
$1.72K – – –
MHR
2384
Matthew Hamilton Rosenberg
$1.72K – – –
RTL
2385
Red Tortoise LLC
Georgia
$1.72K – – –
IA
2386
IFG Advisory
Georgia
$1.15K -$1.4M -18,872 -100%
WPA
2387
Wealth Preservation Advisors
Tennessee
$1.15K -$82.3K -1,108 -99%
PWMG
2388
Private Wealth Management Group
New Jersey
$1.15K -$16.3K -220 -93%
RF
2389
Robbins Farley
New Hampshire
$1.15K – – –
HIA
2390
HFM Investment Advisors
New Jersey
$922 -$297 -4 -25%
GFA
2391
Godfrey Financial Associates
New York
$862 – – –
EAM
2392
Eukles Asset Management
Ohio
$574 – – –
TWM
2393
TopTier Wealth Management
Wisconsin
$293 +$297 +4 New
BAM
2394
Brandywine Asset Management
Pennsylvania
$291 – – –
RG
2395
RHL Group
Michigan
$288 – – –
IW
2396
Imprint Wealth
South Carolina
$287 – – –
VA
2397
Vestwell Advisors
New York
$242 – – –
AWM
2398
Axxcess Wealth Management
California
– -$76.3M -1,052,168 Closed
JWCA
2399
J.W. Cole Advisors
Florida
– -$12.1M -212,128 Closed
AFS
2400
Axiom Financial Strategies
Indiana
– -$11.4M -156,824 Closed
94 95
96
97 98