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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1051
Paulson Wealth Management
Illinois
$607K -$8.99K -164 -1%
WG
1052
Welch Group
Alabama
$606K +$11.4K +208 +2%
MWM
1053
Mission Wealth Management
California
$605K +$18.9K +344 +3%
NL
1054
NWAM LLC
Washington
$604K -$4.52M -82,436 -88%
HA
1055
Herold Advisors
New York
$604K -$59.9K -1,092 -9%
AP
1056
Americana Partners
Texas
$599K -$21.9K -400 -3%
GPA
1057
Garrison Point Advisors
California
$599K -$59K -1,076 -9%
LW
1058
Libra Wealth
California
$597K
SBIA
1059
Sheaff Brock Investment Advisors
Indiana
$593K -$21.5K -392 -3%
SFO
1060
Stokes Family Office
Louisiana
$593K +$75.5K +1,376 +14%
NB
1061
NBT Bank
New York
$592K +$248K +4,524 +66%
PWG
1062
Private Wealth Group
Florida
$588K
DI
1063
DFPG Investments
Utah
$586K +$58.4K +1,064 +10%
AA
1064
Aufman Associates
Pennsylvania
$583K +$2.19K +40 +0.4%
QCM
1065
Quantinno Capital Management
New York
$580K +$84.5K +1,540 +16%
AWA
1066
Arete Wealth Advisors
Illinois
$576K -$1.27M -23,088 -68%
MPW
1067
Monterey Private Wealth
California
$575K -$3.07K -56 -0.5%
QCG
1068
Quadrant Capital Group
Ohio
$573K
TNB
1069
Thomasville National Bank
Georgia
$571K +$7.46K +136 +1%
MPCG
1070
Matrix Private Capital Group
New York
$569K +$19.7K +360 +3%
JCM
1071
J2 Capital Management
Michigan
$566K -$5.92K -108 -1%
GIA
1072
Goodwin Investment Advisory
Georgia
$564K +$123K +2,240 +26%
HGWM
1073
Horst & Graben Wealth Management
Oregon
$564K -$20.8K -380 -3%
TFM
1074
TFC Financial Management
Massachusetts
$564K +$45K +820 +8%
LDB
1075
Lee, Danner & Bass
Tennessee
$562K -$14.3K -260 -2%