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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
926
CGN Advisors
Kansas
$789K -$154K -2,464 -17%
PWM
927
Paulson Wealth Management
Illinois
$789K +$251 +4 +0%
Deutsche Bank
928
Deutsche Bank
Germany
$788K -$61.7K -984 -7%
LRIA
929
Leonard Rickey Investment Advisors
Washington
$788K -$8.53K -136 -1%
SC
930
Schoolcraft Capital
Colorado
$787K -$56.2K -896 -7%
SCM
931
Southport Capital Management
Tennessee
$787K +$295K +4,712 +62%
BFO
932
Boston Family Office
Massachusetts
$773K -$459K -7,316 -38%
CFA
933
Carroll Financial Associates
North Carolina
$772K -$658K -10,500 -46%
GG
934
Gofen & Glossberg
Illinois
$769K -$125K -1,988 -14%
LDB
935
Lee, Danner & Bass
Tennessee
$763K +$49.1K +784 +7%
WFA
936
Wellspring Financial Advisors
Ohio
$761K
BIM
937
Baldwin Investment Management
Pennsylvania
$752K +$752 +12 +0.1%
TCM
938
Tradewinds Capital Management
Washington
$749K +$752 +12 +0.1%
FFG
939
Fullen Financial Group
Ohio
$749K +$2.76K +44 +0.4%
AA
940
Addison Advisors
Vermont
$749K +$737K +11,760 New
LFS
941
Lutz Financial Services
Nebraska
$748K -$128K -2,044 -15%
BBHC
942
Brown Brothers Harriman & Co
New York
$741K +$116K +1,856 +19%
SWP
943
Strategic Wealth Partners
Ohio
$738K -$13.8K -220 -2%
SFP
944
Sterling Financial Planning
New Jersey
$738K +$21.6K +344 +3%
MPM
945
Meritage Portfolio Management
Kansas
$738K +$60.7K +968 +9%
CPA
946
Clear Perspective Advisors
Illinois
$736K
CIBC World Market
947
CIBC World Market
Ontario, Canada
$733K +$40.6K +648 +6%
RIA
948
Realta Investment Advisors
Delaware
$726K +$23.3K +372 +3%
DDC
949
DF Dent & Co
Maryland
$725K +$78.2K +1,248 +12%
BFS
950
Bard Financial Services
Connecticut
$724K