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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
901
One Wealth Advisors
California
$210K -$387K -10,104 -66%
MWM
902
Meridian Wealth Management
Kentucky
$209K +$196K +5,120 New
LFG
903
Larson Financial Group
Missouri
$208K +$131K +3,412 +206%
GIA
904
Guyasuta Investment Advisors
Pennsylvania
$208K +$194K +5,076 New
CCA
905
Clearwater Capital Advisors
Illinois
$206K -$188K -4,896 -49%
CWM
906
Chronos Wealth Management
Florida
$206K -$42.1K -1,100 -18%
FBC
907
Fairfield, Bush & Co
Connecticut
$206K +$193K +5,032 New
VAS
908
Vestmark Advisory Solutions
Massachusetts
$205K +$191K +4,992 New
FCB
909
First Command Bank
Texas
$204K -$581K -15,180 -75%
FCFS
910
First Command Financial Services
Texas
$204K -$581K -15,180 -75%
B
911
Bailard
California
$204K +$191K +4,980 New
MPPLM
912
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$204K +$191K +4,980 New
SFG
913
SNS Financial Group
Minnesota
$203K +$189K +4,944 New
GP
914
Girard Partners
Pennsylvania
$203K +$190K +4,964 New
UAS
915
United Asset Strategies
New York
$202K +$189K +4,928 New
C1AG
916
Client 1st Advisory Group
Florida
$201K +$178K +4,652 New
PAMG
917
Patton Albertson Miller Group
Tennessee
$200K +$187K +4,884 New
FMII
918
Farmers & Merchants Investments Inc
Nebraska
$196K -$17K -444 -9%
BFM
919
Boston Financial Management
Massachusetts
$188K -$76.6K -2,000 -30%
NSB
920
Norway Savings Bank
Maine
$188K
BAM
921
Barrett Asset Management
New York
$186K
FEG
922
Financial Enhancement Group
Indiana
$184K -$173K -4,504 -50%
AWM
923
Apollon Wealth Management
South Carolina
$184K +$172K +4,496 New
CAL
924
Capital Advisors Ltd
Ohio
$178K +$5.06K +132 +3%
PB
925
Pinnacle Bancorp
Nebraska
$178K +$39.1K +1,020 +31%