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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
1076
Waterloo Capital
Texas
$559K
MIA
1077
Milestone Investment Advisors
Wisconsin
$559K +$6.71K +128 +1%
BBPWM
1078
Blue Bell Private Wealth Management
Pennsylvania
$558K +$532K +10,140 New
DDC
1079
DF Dent & Co
Maryland
$558K
MAS
1080
Madden Advisory Services
Florida
$556K +$94.2K +1,796 +22%
LGWM
1081
Litman Gregory Wealth Management
California
$552K +$526K +10,036 New
OW
1082
Olistico Wealth
Oklahoma
$552K +$629 +12 +0.1%
Fisher Asset Management
1083
Fisher Asset Management
Washington
$552K +$272K +5,188 +107%
TFM
1084
TFC Financial Management
Massachusetts
$551K +$29.6K +564 +6%
SFO
1085
Stokes Family Office
Louisiana
$551K -$104K -1,984 -17%
SCG
1086
Sonata Capital Group
Washington
$546K -$113K -2,160 -18%
FNWM
1087
Financial Network Wealth Management
Utah
$546K +$2.73K +52 +0.5%
FDCDDQ
1088
Federation des caisses Desjardins du Quebec
Quebec, Canada
$545K
LFA
1089
LifeGuide Financial Advisors
Pennsylvania
$543K
CWC
1090
Carolinas Wealth Consulting
North Carolina
$543K +$3.15K +60 +0.6%
SWM
1091
Silverlake Wealth Management
Vermont
$542K +$10.9K +208 +2%
LOPW
1092
Live Oak Private Wealth
North Carolina
$540K +$91.4K +1,744 +22%
BWM
1093
Birchcreek Wealth Management
Ohio
$539K -$74.9K -1,428 -13%
DPI
1094
Diversified Portfolios Inc
Michigan
$536K -$28.9K -552 -5%
BWM
1095
Baron Wealth Management
Michigan
$533K +$629 +12 +0.1%
HHRDM
1096
H&H Retirement Design & Management
Nevada
$531K -$2.1K -40 -0.4%
DI
1097
Diligent Investors
California
$530K
GD
1098
Grandfield & Dodd
New York
$529K -$3.15K -60 -0.6%
QCM
1099
Quantinno Capital Management
New York
$528K +$503K +9,600 New
AI
1100
Accredited Investors
Minnesota
$526K +$12K +228 +2%