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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
651
Capital Advantage
California
$3M +$2.89M +48,936 New
CAWM
652
Capital Advisors Wealth Management
Washington
$3M -$934K -15,804 -25%
BOM
653
Bank of Marin
California
$2.99M
Koshinski Asset Management
654
Koshinski Asset Management
Illinois
$2.99M -$347K -5,868 -11%
PWMAG
655
Pinnacle Wealth Management Advisory Group
New Jersey
$2.97M +$74K +1,252 +3%
SLT
656
St Louis Trust
Missouri
$2.96M +$836K +14,144 +41%
BIM
657
Bridges Investment Management
Nebraska
$2.96M
MSFS
658
Main Street Financial Solutions
Pennsylvania
$2.95M -$5.2K -88 -0.2%
NAS
659
NWF Advisory Services
California
$2.95M +$102K +1,720 +4%
LSA
660
Lion Street Advisors
Texas
$2.93M
FFA
661
Farther Finance Advisors
California
$2.92M +$1.2M +20,308 +76%
AT
662
Arvest Trust
Oklahoma
$2.92M -$818K -13,844 -23%
TDWM
663
Topel & Distasi Wealth Management
California
$2.92M -$227K -3,844 -8%
MFG
664
Magnus Financial Group
New York
$2.91M -$3.07K -52 -0.1%
RWP
665
Revolve Wealth Partners
New Jersey
$2.9M -$37.3K -632 -1%
PAM
666
Peak Asset Management
Colorado
$2.89M -$137K -2,312 -5%
CCB
667
Country Club Bank
Missouri
$2.88M +$77.5K +1,312 +3%
LNWWM
668
Laird Norton Wetherby Wealth Management
California
$2.87M +$521K +8,824 +24%
MFG
669
MidWestOne Financial Group
Iowa
$2.86M +$61.9K +1,048 +2%
P
670
&Partners
Tennessee
$2.86M +$345K +5,844 +14%
MA
671
Modus Advisors
Minnesota
$2.84M -$708K -11,980 -21%
BMCM
672
Bryn Mawr Capital Management
Pennsylvania
$2.83M -$154K -2,604 -5%
RIM
673
RW Investment Management
Idaho
$2.83M -$167K -2,820 -6%
OCM
674
Objective Capital Management
Ohio
$2.83M -$8.51K -144 -0.3%
TCG
675
Transcendent Capital Group
Oklahoma
$2.82M -$6.15K -104 -0.2%