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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1001
IFG Advisory
Georgia
$621K +$81.7K +1,304 +15%
VFPW
1002
Vantage Financial Partners (Wisconsin)
Wisconsin
$620K +$611K +9,740 New
TAM
1003
Townsend Asset Management
North Carolina
$619K -$20.6K -328 -3%
BA
1004
BCM Advisors
Louisiana
$619K +$250K +3,996 +61%
ACA
1005
Atlas Capital Advisors
Wyoming
$618K
AWC
1006
Adamsbrown Wealth Consultants
Kansas
$616K +$606K +9,664 New
SVWAG
1007
Sound View Wealth Advisors Group
Georgia
$615K -$21.8K -348 -3%
PFM
1008
Parsec Financial Management
North Carolina
$615K
FMBTD
1009
First Midwest Bank Trust Division
Illinois
$614K
ACM
1010
Advance Capital Management
Michigan
$613K +$604K +9,628 New
HAS
1011
HBW Advisory Services
California
$611K +$58.9K +940 +11%
MIM
1012
Moseley Investment Management
Florida
$610K -$51.7K -824 -8%
KFP
1013
KMG Fiduciary Partners
Ohio
$610K +$6.02K +96 +1%
IAP
1014
Indie Asset Partners
Indiana
$608K
HSA
1015
HBK Sorce Advisory
Pennsylvania
$606K -$131K -2,096 -18%
CAM
1016
Crestone Asset Management
Colorado
$605K -$10K -160 -2%
MWA
1017
Moser Wealth Advisors
Washington
$599K
OFG
1018
Omega Financial Group
California
$591K +$1.5K +24 +0.3%
OPS
1019
Orion Portfolio Solutions
Nebraska
$589K -$438K -6,988 -43%
OWA
1020
Octavia Wealth Advisors
Ohio
$585K -$752 -12 -0.1%
FRA
1021
Frank Rimerman Advisors
California
$582K +$132K +2,100 +30%
ICP
1022
Interchange Capital Partners
Pennsylvania
$581K -$562K -8,960 -50%
SFM
1023
Signet Financial Management
New Jersey
$579K +$76.7K +1,224 +16%
BAM
1024
Beaumont Asset Management
Texas
$577K
WSFS
1025
Wilmington Savings Fund Society
Delaware
$576K +$197K +3,140 +53%