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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWC
2501
Pathfinder Wealth Consulting
North Carolina
– -$2.45M -34,072 Closed
GSEP
2502
Golden State Equity Partners
California
– -$2.15M -29,880 Closed
VCM
2503
Vivaldi Capital Management
Illinois
– -$2.06M -28,748 Closed
EFG
2504
Ehrlich Financial Group
California
– -$1.35M -18,776 Closed
CPRPA
2505
Cerity Partners Retirement Plan Advisors
New York
– -$1.34M -18,596 Closed
SLC
2506
Second Line Capital
Louisiana
– -$308K -15,928 Closed
LHP
2507
Lexington Hill Partners
Texas
– -$999K -13,912 Closed
S
2508
Sachetta
Massachusetts
– -$891K -12,412 Closed
KFP
2509
KMG Fiduciary Partners
Ohio
– -$824K -11,484 Closed
EAM
2510
Eventide Asset Management
Massachusetts
– -$690K -9,612 Closed
MCM
2511
Magnolia Capital Management
New York
– -$560K -7,800 Closed
JF
2512
Joule Financial
Kentucky
– -$545K -7,592 Closed
TVPW
2513
Third View Private Wealth
Connecticut
– -$534K -7,432 Closed
NCG
2514
Newport Capital Group
New Jersey
– -$467K -6,500 Closed
WCP
2515
Wick Capital Partners
Pennsylvania
– -$425K -5,924 Closed
BOJHT
2516
Bank of Jackson Hole Trust
Wyoming
– -$412K -5,732 Closed
PW
2517
Potentia Wealth
California
– -$406K -5,660 Closed
WJA
2518
Willis Johnson & Associates
Texas
– -$383K -5,340 Closed
CG
2519
Cynosure Group
Utah
– -$383K -5,332 Closed
LWP
2520
LeClair Wealth Partners
Ohio
– -$367K -5,108 Closed
EPA
2521
Element Pointe Advisors
Florida
– -$362K -5,036 Closed
IIM
2522
InTrack Investment Management
Vermont
– -$338K -4,704 Closed
AFP
2523
Advus Financial Partners
Florida
– -$327K -4,552 Closed
CPA
2524
Capital Performance Advisors
California
– -$310K -4,320 Closed
GGA
2525
Granite Group Advisors
Connecticut
– -$310K -4,264 Closed