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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSP
1176
Pacific Sage Partners
Washington
$390K
HWM
1177
Heirloom Wealth Management
Colorado
$390K -$38.7K -728 -9%
AIM
1178
Athena Investment Management
California
$388K
FFM
1179
Forum Financial Management
Illinois
$386K -$48.7K -916 -11%
SWA
1180
Strata Wealth Advisors
Texas
$385K +$389K +7,308 New
FCIM
1181
Fairview Capital Investment Management
California
$383K +$56.4K +1,060 +17%
CCFM
1182
Clear Creek Financial Management
Washington
$383K +$18.5K +348 +5%
NL
1183
NWAM LLC
Washington
$382K -$4.55M -85,560 -92%
CWM
1184
Congress Wealth Management
Massachusetts
$382K +$4.68K +88 +1%
IAG
1185
Investmark Advisory Group
Connecticut
$381K -$426K -8,016 -53%
NWMG
1186
National Wealth Management Group
Ohio
$379K -$89.4K -1,680 -19%
SMA
1187
Sage Mountain Advisors
Georgia
$378K +$1.49K +28 +0.4%
CFA
1188
CWS Financial Advisors
Michigan
$377K +$58.1K +1,092 +18%
1WA
1189
180 Wealth Advisors
Washington
$377K
HIP
1190
HUB Investment Partners
Texas
$375K +$379K +7,116 New
TL
1191
Tradewinds LLC
North Carolina
$375K +$378K +7,108 New
FWCM
1192
Ferguson Wellman Capital Management
Oregon
$373K -$3.19K -60 -0.8%
RWM
1193
Raffa Wealth Management
District of Columbia
$373K +$1.49K +28 +0.4%
TCM
1194
True Capital Management
California
$372K +$7.24K +136 +2%
Betterment LLC
1195
Betterment LLC
New York
$372K +$23.6K +444 +7%
TCPWM
1196
Traverso Chambers Private Wealth Management
California
$372K
PFM
1197
Parsec Financial Management
North Carolina
$371K
SAM
1198
Silvercrest Asset Management
New York
$370K
LCM
1199
Logan Capital Management
Pennsylvania
$369K -$1.7K -32 -0.5%
NGA
1200
Naples Global Advisors
Florida
$364K