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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
776
Capital Directions Investment Advisors
Georgia
$1.3M -$84K -1,432 -6%
SWA
777
Sutton Wealth Advisors
Florida
$1.3M +$85K +1,448 +7%
PCIA
778
Prime Capital Investment Advisors
Kansas
$1.29M
AA
779
Addison Advisors
Vermont
$1.28M +$577K +9,840 +84%
HKIMG
780
Hutchens & Kramer Investment Management Group
Indiana
$1.28M -$3.99K -68 -0.3%
SWA
781
Stratos Wealth Advisors
Ohio
$1.28M -$2.05M -35,016 -62%
JCM
782
J2 Capital Management
Michigan
$1.28M -$7.98K -136 -0.6%
HNW
783
High Note Wealth
Minnesota
$1.27M -$300K -5,108 -19%
CIA
784
Compass Ion Advisors
Pennsylvania
$1.26M +$183K +3,120 +17%
WFA
785
West Financial Advisors
Iowa
$1.26M +$1.01M +17,280 +450%
RWM
786
Refined Wealth Management
Utah
$1.25M -$3.52M -59,928 -74%
FLA
787
Financial Life Advisors
Texas
$1.25M +$70.2K +1,196 +6%
SCA
788
Stillwater Capital Advisors
Pennsylvania
$1.25M -$15.3K -260 -1%
HPC
789
HM Payson & Co
Maine
$1.25M +$160K +2,720 +15%
HWA
790
Heritage Wealth Advisors
Virginia
$1.24M
CPO
791
Cerity Partners OCIO
New York
$1.24M -$469 -8 -0%
CAM
792
Covenant Asset Management
New Jersey
$1.24M
BFO
793
Biltmore Family Office
North Carolina
$1.23M
CGL
794
Clarius Group LLC
Washington
$1.23M
BFA
795
Beacon Financial Advisory
Ohio
$1.23M +$2.58K +44 +0.2%
BA
796
Bridgewater Advisors
New York
$1.23M
RIM
797
Reynolds Investment Management
South Carolina
$1.22M +$1.21M +20,588 New
HI
798
Harper Investing
California
$1.22M +$1.21M +20,556 New
CAL
799
Capital Analysts LLC
Pennsylvania
$1.22M +$558K +9,512 +86%
SIC
800
Sigma Investment Counselors
Michigan
$1.22M