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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PW
2501
Potentia Wealth
California
-$406K -5,660 Closed
WJA
2502
Willis Johnson & Associates
Texas
-$383K -5,340 Closed
CG
2503
Cynosure Group
Utah
-$383K -5,332 Closed
LWP
2504
LeClair Wealth Partners
Ohio
-$367K -5,108 Closed
EPA
2505
Element Pointe Advisors
Florida
-$362K -5,036 Closed
IIM
2506
InTrack Investment Management
Vermont
-$338K -4,704 Closed
CPA
2507
Capital Performance Advisors
California
-$310K -4,320 Closed
GGA
2508
Granite Group Advisors
Connecticut
-$310K -4,264 Closed
EPW
2509
Evolve Private Wealth
California
-$302K -4,208 Closed
EFG
2510
Embree Financial Group
Illinois
-$287K -3,992 Closed
STB
2511
S&T Bank
Pennsylvania
-$283K -3,948 Closed
OCM
2512
Orleans Capital Management
Louisiana
-$258K -3,600 Closed
BCM
2513
Basso Capital Management
Connecticut
-$249K -3,468 Closed
SAW
2514
Signal Advisors Wealth
Michigan
-$244K -3,400 Closed
IAS
2515
Insigneo Advisory Services
Florida
-$243K -3,392 Closed
NCM
2516
Noesis Capital Mangement
Florida
-$238K -3,320 Closed
WWM
2517
Waterway Wealth Management
Texas
-$234K -3,264 Closed
LAM
2518
L2 Asset Management
Massachusetts
-$230K -3,200 Closed
SW
2519
Solidarity Wealth
Utah
-$230K -3,200 Closed
CPCM
2520
Cardinal Point Capital Management
Ontario, Canada
-$228K -3,176 Closed
SPWM
2521
Schrum Private Wealth Management
Florida
-$223K -3,100 Closed
SC
2522
Shearwater Capital
Colorado
-$222K -3,096 Closed
TFM
2523
Trademark Financial Management
Minnesota
-$204K -2,840 Closed
RA
2524
Riversedge Advisors
Delaware
-$201K -2,796 Closed
GF
2525
GGM Financials
Ohio
-$190K -2,648 Closed