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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
1076
Trajan Wealth
Arizona
$1.29M -$40.4K -616 -3%
OC
1077
Optima Capital
Oregon
$1.28M +$204K +3,104 +20%
SEP
1078
Southland Equity Partners
Missouri
$1.28M -$17.6K -268 -1%
OFS
1079
Oldfather Financial Services
Nebraska
$1.28M +$394K +6,004 +49%
First Trust Advisors
1080
First Trust Advisors
Illinois
$1.28M +$137K +2,088 +13%
CWMGP
1081
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.27M -$137K -2,080 -10%
OFP
1082
OLIO Financial Planning
Virginia
$1.25M -$217K -3,308 -16%
TA
1083
TFB Advisors
Kansas
$1.25M +$38.9K +592 +3%
DWS
1084
Dynamic Wealth Strategies
California
$1.25M +$237K +3,612 +25%
HB
1085
Horizon Bancorp
Indiana
$1.25M +$1.17M +17,800 New
SAM
1086
Sherman Asset Management
California
$1.24M -$94.5K -1,440 -7%
FA
1087
Fermata Advisors
California
$1.24M -$620K -9,448 -35%
WWM
1088
Western Wealth Management
Colorado
$1.24M +$14.7K +224 +1%
JAG
1089
Journey Advisory Group
Kentucky
$1.23M -$89K -1,356 -7%
3IP
1090
3Chopt Investment Partners
Virginia
$1.23M
GSWM
1091
Golden State Wealth Management
California
$1.23M -$26.5K -404 -2%
SW
1092
SVB Wealth
Massachusetts
$1.23M +$1.15M +17,520 New
HNW
1093
High Note Wealth
Minnesota
$1.22M -$2.36K -36 -0.2%
FNB
1094
Farmers National Bank
Kentucky
$1.22M +$4.73K +72 +0.4%
ATI
1095
ARK & TLK Investments
Oklahoma
$1.22M +$263 +4 +0%
CGL
1096
Clarius Group LLC
Washington
$1.21M +$183K +2,788 +19%
OFG
1097
Omega Financial Group
California
$1.21M
CJ
1098
Caitlin John
Michigan
$1.21M -$120K -1,828 -10%
MJRIC
1099
Mogy Joel R Investment Counsel
California
$1.2M
NEPWA
1100
New England Private Wealth Advisors
Massachusetts
$1.2M -$70.1K -1,068 -6%