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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
951
MilWealth Group
Wisconsin
$810K
CW
952
Channel Wealth
California
$809K +$241K +4,400 +40%
MAM
953
Marotta Asset Management
Virginia
$808K
HAS
954
HBW Advisory Services
California
$805K -$345K -6,296 -29%
CIBC World Market
955
CIBC World Market
Ontario, Canada
$802K +$173K +3,148 +26%
LFS
956
Lutz Financial Services
Nebraska
$800K -$658 -12 -0.1%
TP
957
Tranquility Partners
Tennessee
$799K +$173K +3,160 +26%
SFS
958
Summit Financial Strategies
Ohio
$793K +$114K +2,076 +16%
OA
959
Oxbow Advisors
Texas
$791K
BWP
960
BSW Wealth Partners
Colorado
$785K +$53.7K +980 +7%
SC
961
Schoolcraft Capital
Colorado
$783K +$206K +3,756 +33%
EAM
962
Evanson Asset Management
California
$783K +$505K +9,216 +158%
PWA
963
Peterson Wealth Advisors
Utah
$783K +$877 +16 +0.1%
MCM
964
Mitchell Capital Management
Kansas
$781K
BA
965
BCM Advisors
Louisiana
$776K +$66.9K +1,220 +9%
AO
966
Advisor OS
Illinois
$776K +$1.54K +28 +0.2%
MA
967
MJP Associates
Connecticut
$776K +$1.54K +28 +0.2%
SFG
968
StrategIQ Financial Group
Indiana
$774K +$1.54K +28 +0.2%
TA
969
Trellis Advisors
Washington
$772K
CFGSD
970
Compass Financial Group (South Dakota)
South Dakota
$770K +$8.55K +156 +1%
AGC
971
Aspen Grove Capital
Colorado
$769K +$91.3K +1,664 +13%
HFS
972
Heritage Financial Services
Massachusetts
$768K -$116K -2,112 -13%
ACM
973
Ardent Capital Management
Ohio
$766K +$807K +14,720 New
PFSC
974
Peoples Financial Services Corp
Pennsylvania
$763K
P
975
Pitcairn
Pennsylvania
$763K