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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
926
AMI Investment Management
Indiana
$819K +$62.8K +1,232 +8%
DT
927
Diversified Trust
Tennessee
$818K +$588K +11,552 +256%
SF
928
Symphony Financial
Texas
$815K +$4.48K +88 +0.6%
CFGSD
929
Compass Financial Group (South Dakota)
South Dakota
$814K +$814K +15,976 New
MG
930
MilWealth Group
Wisconsin
$811K -$156K -3,072 -16%
ADL
931
Asset Dedication LLC
California
$811K +$4.28K +84 +0.5%
DI
932
DAGCO Inc
Ohio
$809K +$535K +10,512 +196%
SWM
933
SigFig Wealth Management
California
$809K +$24.9K +488 +3%
GWM
934
Greenhouse Wealth Management
Connecticut
$807K -$74K -1,452 -8%
SWM
935
Selective Wealth Management
Virginia
$807K -$17.9K -352 -2%
AA
936
Aire Advisors
California
$806K +$13.2K +260 +2%
Vanguard Personalized Indexing Management
937
Vanguard Personalized Indexing Management
California
$805K -$36.5K -716 -4%
EWM
938
Empirical Wealth Management
Washington
$802K +$68.9K +1,352 +9%
LPT
939
Legacy Private Trust
Wisconsin
$801K -$233K -4,584 -23%
MAM
940
Marotta Asset Management
Virginia
$795K -$2.04K -40 -0.3%
CFMC
941
Curbstone Financial Management Corp
New Hampshire
$795K +$40.8K +800 +5%
CAL
942
Capital Analysts LLC
Pennsylvania
$794K -$257K -5,036 -24%
EP
943
Equius Partners
California
$792K +$792K +15,544 New
RIM
944
RW Investment Management
Idaho
$790K +$790K +15,508 New
CC
945
Courier Capital
New York
$788K +$1.43K +28 +0.2%
TC
946
Titleist Capital
Texas
$777K -$611 -12 -0.1%
PWA
947
Peterson Wealth Advisors
Utah
$777K -$60.1K -1,180 -7%
VNB
948
Virginia National Bank
Virginia
$777K -$357K -7,008 -31%
IAG
949
Investmark Advisory Group
Connecticut
$777K
OA
950
Oxbow Advisors
Texas
$774K