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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
826
Interactive Financial Advisors
Illinois
$1.82M -$413K -6,992 -19%
ECA
827
Elevated Capital Advisors
Utah
$1.82M -$92K -1,556 -5%
HP
828
Holistic Planning
Texas
$1.81M -$73.8K -1,248 -4%
LS
829
Leelyn Smith
Illinois
$1.81M
V
830
VeraBank
Texas
$1.8M -$124K -2,092 -7%
CC
831
Callan Capital
California
$1.8M -$132K -2,232 -7%
AFG
832
Atomi Financial Group
New York
$1.79M +$1.06M +17,908 +166%
LPAM
833
Lodestar Private Asset Management
California
$1.78M -$23.4K -396 -1%
AFS
834
AFG Fiduciary Services
Massachusetts
$1.78M -$833K -14,096 -33%
BA
835
BCM Advisors
Louisiana
$1.78M +$667K +11,284 +61%
WB
836
West Bancorporation
Iowa
$1.78M +$76.8K +1,300 +5%
ESB
837
Essex Savings Bank
Connecticut
$1.77M
CIA
838
Covington Investment Advisors
Pennsylvania
$1.76M +$41.6K +704 +3%
PD
839
Planning Directions
Pennsylvania
$1.76M +$43.5K +736 +3%
LCC
840
Lincoln Capital Corp
Rhode Island
$1.76M
YWS
841
Yarger Wealth Strategies
Ohio
$1.75M -$2.2M -37,284 -57%
CCA
842
Checchi Capital Advisers
California
$1.74M -$119K -2,008 -7%
IF
843
Ironwood Financial
Arizona
$1.72M +$24.6K +416 +2%
NLP
844
Next Level Private
New York
$1.71M -$4.73K -80 -0.3%
MCWS
845
McKinley Carter Wealth Services
West Virginia
$1.7M -$110K -1,864 -6%
RH
846
RFG Holdings
Texas
$1.69M +$828K +14,008 +107%
DWT
847
Dorsey & Whitney Trust
South Dakota
$1.69M
PW
848
Peninsula Wealth
California
$1.67M +$1.58M +26,756 New
AA
849
Addison Advisors
Vermont
$1.66M -$5.75M -97,340 -79%
HWMG
850
Hurlow Wealth Management Group
Indiana
$1.66M +$91.5K +1,548 +6%