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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
926
Peterson Wealth Advisors
Utah
$832K +$27.9K +524 +3%
GWM
927
Greenhouse Wealth Management
Connecticut
$829K -$6.17K -116 -0.7%
SF
928
Symphony Financial
Texas
$825K +$3.19K +60 +0.4%
NCMW
929
Northern Capital Management (Washington)
Washington
$822K +$145K +2,728 +21%
National Bank of Canada
930
National Bank of Canada
Quebec, Canada
$820K +$314K +5,908 +61%
BTWM
931
Baker Tilly Wealth Management
Wisconsin
$820K +$491K +9,236 +146%
CFGSD
932
Compass Financial Group (South Dakota)
South Dakota
$819K -$24K -452 -3%
PIA
933
Perennial Investment Advisors
California
$818K +$257K +4,832 +45%
IF
934
Ironwood Financial
Arizona
$815K +$148K +2,780 +22%
NF
935
Nvest Financial
New Hampshire
$809K -$97.9K -1,840 -11%
TAM
936
Titleist Asset Management
Texas
$804K +$812K +15,264 New
CW
937
Channel Wealth
California
$803K +$810K +15,228 New
OA
938
Oxbow Advisors
Texas
$801K
Citadel Advisors
939
Citadel Advisors
Florida
$800K -$596K -11,208 -42%
HKIMG
940
Hutchens & Kramer Investment Management Group
Indiana
$792K -$112K -2,108 -12%
MCM
941
Mitchell Capital Management
Kansas
$791K
CAS
942
Coppell Advisory Solutions
Texas
$788K -$173K -3,252 -18%
CASC
943
Coppell Advisory Solutions Corp
Texas
$788K -$173K -3,252 -18%
SIG
944
Stonegate Investment Group
Alabama
$786K +$76.2K +1,432 +11%
MA
945
MJP Associates
Connecticut
$784K +$11.7K +220 +2%
TA
946
Trellis Advisors
Washington
$782K
SFG
947
StrategIQ Financial Group
Indiana
$782K -$16.8K -316 -2%
LPT
948
Legacy Private Trust
Wisconsin
$779K -$50.9K -956 -6%
VNB
949
Virginia National Bank
Virginia
$779K -$25.3K -476 -3%
P
950
Pitcairn
Pennsylvania
$773K +$780K +14,652 New