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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
851
West Bancorporation
Iowa
$2.13M +$315K +4,644 +17%
OA
852
Operose Advisors
Wisconsin
$2.13M +$940K +13,852 +75%
MA
853
Modus Advisors
Minnesota
$2.12M -$9.23K -136 -0.4%
SC
854
Sapient Capital
Indiana
$2.11M +$1.45M +21,360 +201%
WDG
855
Wealth Dimensions Group
Ohio
$2.1M +$42.6K +628 +2%
SKK
856
Shepherd Kaplan Krochuk
Massachusetts
$2.1M +$5.97K +88 +0.3%
SW
857
Simplicity Wealth
New Jersey
$2.09M +$443K +6,524 +26%
CST
858
Charles Schwab Trust
Nevada
$2.07M +$133K +1,964 +7%
NEWAS
859
N.E.W. Advisory Services
Wisconsin
$2.07M +$82.6K +1,216 +4%
P
860
Pitcairn
Pennsylvania
$2.07M
PD
861
Planning Directions
Pennsylvania
$2.06M +$152K +2,244 +8%
NCFG
862
New Century Financial Group
New Jersey
$2.05M -$249K -3,672 -11%
APWM
863
Argonautica Private Wealth Management
Massachusetts
$2.05M -$86.4K -1,272 -4%
PFA
864
Portland Financial Advisors
New York
$2.04M +$2.1M +30,900 New
MWM
865
Mittelman Wealth Management
Massachusetts
$2.03M -$1.87M -27,484 -47%
PBF
866
Petix & Botte Financial
California
$2.03M -$4.34K -64 -0.2%
Vanguard Personalized Indexing Management
867
Vanguard Personalized Indexing Management
California
$2.03M -$279K -4,112 -12%
NCMW
868
Northern Capital Management (Washington)
Washington
$2.03M +$149K +2,200 +8%
SPA
869
Sentinel Pension Advisors
Massachusetts
$2.02M -$48.6K -716 -2%
SCP
870
Stevens Capital Partners
Nebraska
$2.02M -$30.4K -448 -1%
CCG
871
Chatham Capital Group
Georgia
$2.02M +$74.7K +1,100 +4%
AIM
872
Anchor Investment Management
South Carolina
$2.02M -$15.2K -224 -0.7%
FFA
873
Farther Finance Advisors
California
$2.02M -$3.8M -55,988 -65%
HG
874
Harbor Group
New Hampshire
$2.02M +$168K +2,480 +9%
WWM
875
Western Wealth Management
Colorado
$2.02M -$61.1K -900 -3%