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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1001
Aletheian Wealth Advisors
Washington
$509K
SWM
1002
SFG Wealth Management
Maryland
$508K -$129K -2,396 -19%
ML
1003
Mayport LLC
Massachusetts
$507K
ES
1004
ETF Store
Kansas
$507K +$68.1K +1,260 +14%
CWM
1005
Cahaba Wealth Management
Georgia
$506K -$4.97K -92 -0.9%
SFS
1006
Security Financial Services
Indiana
$503K +$187K +3,452 +51%
DWM
1007
Dakota Wealth Management
Florida
$501K +$263K +4,864 +92%
BWP
1008
BSW Wealth Partners
Colorado
$500K -$16.2K -300 -3%
SC
1009
Slow Capital
California
$500K -$2.59K -48 -0.5%
IAIM
1010
Industrial Alliance Investment Management
Quebec, Canada
$500K +$174K +3,228 +47%
CCFM
1011
Clear Creek Financial Management
Washington
$499K -$79.5K -1,472 -13%
AWC
1012
Adamsbrown Wealth Consultants
Kansas
$499K -$5.19K -96 -0.9%
PO
1013
Private Ocean
California
$497K
TWC
1014
TD Waterhouse Canada
Ontario, Canada
$497K -$24.9K -460 -5%
NLP
1015
Next Level Private
New York
$496K -$960K -17,772 -64%
GG
1016
Gofen & Glossberg
Illinois
$496K
CWM
1017
Chemistry Wealth Management
New York
$496K +$89.5K +1,656 +20%
VFPW
1018
Vantage Financial Partners (Wisconsin)
Wisconsin
$494K -$7.13K -132 -1%
TP
1019
Tranquility Partners
Tennessee
$491K +$340K +6,296 +171%
LNWWM
1020
Laird Norton Wetherby Wealth Management
California
$489K +$19.5K +360 +4%
D
1021
Dentgroup
Louisiana
$488K +$96.6K +1,788 +22%
BBHC
1022
Brown Brothers Harriman & Co
New York
$487K -$53K -980 -9%
LFA
1023
LifeGuide Financial Advisors
Pennsylvania
$486K +$143K +2,648 +37%
Citadel Advisors
1024
Citadel Advisors
Florida
$484K -$1.07M -19,772 -67%
GAM
1025
Gould Asset Management
California
$480K +$526K +9,744 New