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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
901
Journey Strategic Wealth
New Jersey
$891K -$922K -17,328 -51%
SWM
902
SigFig Wealth Management
California
$887K +$50.9K +956 +6%
WA
903
Wealth Architects
California
$882K +$213 +4 +0%
LFS
904
Lutz Financial Services
Nebraska
$874K -$16.2K -304 -2%
SCA
905
Stillwater Capital Advisors
Pennsylvania
$873K -$205K -3,860 -19%
FFA
906
Fragasso Financial Advisors
Pennsylvania
$873K -$5.53K -104 -0.6%
Wealthfront Advisers
907
Wealthfront Advisers
California
$870K +$206K +3,868 +31%
DI
908
Disciplined Investments
Oklahoma
$869K -$2.77K -52 -0.3%
BBW
909
Blue Barn Wealth
Utah
$866K -$13.8K -260 -2%
ADL
910
Asset Dedication LLC
California
$866K +$27.5K +516 +3%
RCAG
911
Rehmann Capital Advisory Group
Michigan
$865K -$102K -1,916 -10%
DWM
912
Drive Wealth Management
Utah
$858K +$866K +16,272 New
BFA
913
Bluestem Financial Advisors
Illinois
$857K +$1.06K +20 +0.1%
EWM
914
Empirical Wealth Management
Washington
$853K +$23.8K +448 +3%
BHIA
915
Birch Hill Investment Advisors
Massachusetts
$852K
CFG
916
Citizens Financial Group
Rhode Island
$849K -$132K -2,472 -13%
DAM
917
Derbend Asset Management
Georgia
$847K
PCM
918
Penn Capital Management
Pennsylvania
$847K +$855K +16,072 New
PCA
919
Pallas Capital Advisors
Massachusetts
$843K +$1.06K +20 +0.1%
Qube Research & Technologies (QRT)
920
Qube Research & Technologies (QRT)
United Kingdom
$840K -$1.06M -19,952 -56%
TSWM
921
Triangle Securities Wealth Management
North Carolina
$837K -$66.8K -1,256 -7%
Vanguard Personalized Indexing Management
922
Vanguard Personalized Indexing Management
California
$836K +$3.19K +60 +0.4%
MG
923
MilWealth Group
Wisconsin
$834K -$5.75K -108 -0.7%
CFMC
924
Curbstone Financial Management Corp
New Hampshire
$833K +$10.6K +200 +1%
SAM
925
Secure Asset Management
Michigan
$833K +$48.5K +912 +6%