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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
726
Valtinson Bruner Financial Planning
Minnesota
$2.28M +$37.9K +624 +2%
CWP
727
Cyndeo Wealth Partners
Florida
$2.28M +$321K +5,280 +16%
MA
728
Modus Advisors
Minnesota
$2.28M -$472K -7,760 -17%
SFCL
729
Strengthening Families & Communities LLC
Massachusetts
$2.28M +$2.29M +37,616 New
ACGA
730
Atlanta Consulting Group Advisors
Georgia
$2.27M +$1.15M +18,960 +102%
GA
731
GFS Advisors
Texas
$2.27M -$2.25M -37,020 -98%
EA
732
Eclectic Associates
California
$2.27M +$237K +3,900 +12%
CMAI
733
Capital Management Associates Inc
Minnesota
$2.27M -$171K -2,816 -7%
EFL
734
ERn Financial LLC
Wisconsin
$2.27M -$103K -1,688 -4%
GWM
735
GoalFusion Wealth Management
Texas
$2.27M -$28.2K -464 -1%
MAC
736
Mason & Associates (California)
California
$2.26M +$61.3K +1,008 +3%
HNWAG
737
High Net Worth Advisory Group
Florida
$2.22M +$64.7K +1,064 +3%
OFG
738
Oxford Financial Group
Indiana
$2.22M +$901K +14,824 +68%
IA
739
IFS Advisors
Kansas
$2.22M -$20.2K -332 -0.9%
CWA
740
CM Wealth Advisors
Ohio
$2.21M -$18.5K -304 -0.8%
PVI
741
Pine Valley Investments
New Jersey
$2.2M +$96K +1,580 +5%
FMII
742
Farmers & Merchants Investments Inc
Nebraska
$2.19M -$20.7K -340 -0.9%
FRA
743
Frank Rimerman Advisors
California
$2.17M -$6.56K -108 -0.3%
DWM
744
Dogwood Wealth Management
Kansas
$2.17M
FA
745
Flagstar Advisors
New York
$2.16M -$36.2K -596 -2%
KAH
746
Kathryn A. Hall
$2.16M
MWM
747
Mittelman Wealth Management
Massachusetts
$2.15M -$17.3K -284 -0.8%
AG
748
AlTi Global
New York
$2.14M +$219K +3,600 +11%
IFA
749
Index Fund Advisors
California
$2.14M -$1.46K -24 -0.1%
FWM
750
Fingerlakes Wealth Management
New York
$2.14M -$7.54K -124 -0.3%