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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
876
Pallas Capital Advisors
Massachusetts
$794K
LFS
877
Lutz Financial Services
Nebraska
$793K +$418 +8 +0%
VNA
878
Valley National Advisers
Pennsylvania
$790K +$610K +11,672 +255%
WA
879
Wealth Architects
California
$786K
KBFS
880
Kohmann Bosshard Financial Services
Ohio
$783K -$522K -9,980 -37%
BHIC
881
Bassett Hargrove Investment Counsel
Delaware
$782K +$870K +16,640 New
Vanguard Personalized Indexing Management
882
Vanguard Personalized Indexing Management
California
$776K +$37.2K +712 +5%
PWA
883
Peterson Wealth Advisors
Utah
$772K -$13K -248 -1%
LA
884
LexAurum Advisors
Kansas
$772K +$6.48K +124 +0.8%
BFA
885
Bluestem Financial Advisors
Illinois
$770K -$17.8K -340 -2%
WCM
886
WealthBridge Capital Management
Ohio
$765K
BHIA
887
Birch Hill Investment Advisors
Massachusetts
$759K -$6.48K -124 -0.8%
DAM
888
Derbend Asset Management
Georgia
$755K +$840K +16,072 New
EWM
889
Echo Wealth Management
Minnesota
$751K -$3.63M -69,500 -82%
SF
890
Symphony Financial
Texas
$747K +$12.5K +240 +2%
TSWM
891
Triangle Securities Wealth Management
North Carolina
$746K
ADL
892
Asset Dedication LLC
California
$744K +$826K +15,812 New
MAM
893
Marotta Asset Management
Virginia
$735K
SVCP
894
Silicon Valley Capital Partners
California
$734K +$1.88K +36 +0.2%
AA
895
Aire Advisors
California
$732K +$38.9K +744 +5%
SWM
896
Selective Wealth Management
Virginia
$729K -$44.1K -844 -5%
SWM
897
SigFig Wealth Management
California
$729K +$42.9K +820 +6%
SFS
898
Security Financial Services
Indiana
$728K +$276K +5,276 +52%
CC
899
Courier Capital
New York
$725K +$39.3K +752 +5%
SFCL
900
Strengthening Families & Communities LLC
Massachusetts
$720K +$400K +7,652 +99%