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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1126
Simon Quick Advisors
New Jersey
$1.23M +$88.5K +1,232 +8%
ADL
1127
Asset Dedication LLC
California
$1.23M -$862 -12 -0.1%
MWPCG
1128
Measured Wealth Private Client Group
New Hampshire
$1.23M -$18.7K -260 -2%
BHIA
1129
Birch Hill Investment Advisors
Massachusetts
$1.23M +$10.6K +148 +0.9%
TFP
1130
Traction Financial Partners
Wyoming
$1.22M +$34.2K +476 +3%
SWA
1131
Strategies Wealth Advisors
Michigan
$1.22M -$7.18K -100 -0.6%
CWG
1132
Cornerstone Wealth Group
North Carolina
$1.22M -$29K -404 -2%
KWA
1133
Kellett Wealth Advisors
Ohio
$1.22M +$575 +8 +0%
TFM
1134
TFC Financial Management
Massachusetts
$1.22M +$1.15K +16 +0.1%
IA
1135
IFG Advisory
Georgia
$1.22M +$13.8K +192 +1%
CWA
1136
CJM Wealth Advisers
Virginia
$1.21M
SIAS
1137
Summit Investment Advisory Services
Minnesota
$1.21M +$150K +2,092 +15%
GC
1138
Grimes & Company
Massachusetts
$1.2M -$42.5K -592 -3%
DFA
1139
Delta Financial Advisors
Louisiana
$1.2M +$8.62K +120 +0.7%
CIBC World Market
1140
CIBC World Market
Ontario, Canada
$1.2M -$287 -4 -0%
LSWP
1141
Liberty Square Wealth Partners
Pennsylvania
$1.2M
AA
1142
Aire Advisors
California
$1.19M +$6.61K +92 +0.6%
LFS
1143
Lutz Financial Services
Nebraska
$1.18M +$2.58K +36 +0.2%
FA
1144
FDx Advisors
Illinois
$1.17M -$417K -5,808 -26%
SW
1145
SteelPeak Wealth
California
$1.17M +$1.14M +15,900 New
RFP
1146
Root Financial Partners
California
$1.17M +$400K +5,576 +54%
DACG
1147
Donor Advised Charitable Giving
California
$1.17M
EFP
1148
Envision Financial Planning
Tennessee
$1.17M +$287 +4 +0%
C
1149
Certuity
Florida
$1.17M +$406K +5,660 +55%
WA
1150
Wealth Architects
California
$1.17M -$287 -4 -0%