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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
1001
Delta Financial Advisors
Louisiana
$1.01M
CD
1002
Chapin Davis
Maryland
$1M +$1.95K +32 +0.2%
TFM
1003
TFC Financial Management
Massachusetts
$998K -$9.97K -164 -1%
BC
1004
Bowman & Company
Wisconsin
$996K -$22.6K -372 -2%
EF
1005
Empowered Funds
Pennsylvania
$994K -$444K -7,308 -31%
GPA
1006
Garrison Point Advisors
California
$993K +$108K +1,780 +12%
IA
1007
IFG Advisory
Georgia
$992K +$996K +16,388 New
CWA
1008
CJM Wealth Advisers
Virginia
$992K +$486 +8 +0%
AWM
1009
Aspire Wealth Management
Massachusetts
$992K -$54.2K -892 -5%
TCM
1010
Towneley Capital Management
California
$987K -$11.7M -193,156 -92%
BHIA
1011
Birch Hill Investment Advisors
Massachusetts
$985K
HHWM
1012
Hiley Hunt Wealth Management
Nebraska
$985K -$240K -3,956 -20%
CCFM
1013
Clear Creek Financial Management
Washington
$984K -$42.8K -704 -4%
LFA
1014
Longview Financial Advisors
Alabama
$979K +$9.97K +164 +1%
ADL
1015
Asset Dedication LLC
California
$976K +$29.9K +492 +3%
BTWM
1016
Baker Tilly Wealth Management
Wisconsin
$975K -$729 -12 -0.1%
SW
1017
StrongBox Wealth
Missouri
$975K -$1.04M -17,132 -52%
MCM
1018
Mitchell Capital Management
Kansas
$968K
CIBC World Market
1019
CIBC World Market
Ontario, Canada
$960K +$76.8K +1,264 +9%
GWM
1020
Greenhouse Wealth Management
Connecticut
$959K -$17.3K -284 -2%
SWM
1021
Selective Wealth Management
Virginia
$959K -$11.9K -196 -1%
CSPAM
1022
Cary Street Partners Asset Management
Virginia
$957K -$9.97K -164 -1%
TSWM
1023
Triangle Securities Wealth Management
North Carolina
$955K -$3.65K -60 -0.4%
LF
1024
LifePlan Financial
Minnesota
$952K +$18K +296 +2%
USCWA
1025
U.S. Capital Wealth Advisors
Texas
$951K +$111K +1,820 +13%