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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
1176
Horst & Graben Wealth Management
Oregon
$628K -$243 -4 -0%
CCM
1177
Copeland Capital Management
Pennsylvania
$626K +$522K +8,584 +490%
AWC
1178
Adamsbrown Wealth Consultants
Kansas
$624K +$8.02K +132 +1%
SC
1179
Sapient Capital
Indiana
$622K -$158K -2,604 -20%
TPWA
1180
Twin Peaks Wealth Advisors
California
$621K +$365K +6,012 +141%
AAS
1181
Annex Advisory Services
Wisconsin
$620K +$60.3K +992 +11%
FCH
1182
Freestone Capital Holdings
Washington
$620K -$220K -3,628 -26%
ONST
1183
Old North State Trust
North Carolina
$620K +$5.83K +96 +0.9%
WG
1184
Welch Group
Alabama
$619K +$8.75K +144 +1%
BTWM
1185
Brass Tax Wealth Management
Ohio
$619K +$46.9K +772 +8%
AIFAIM
1186
American Institute for Advanced Investment Management
Arizona
$618K
HWP
1187
Hibernia Wealth Partners
Louisiana
$617K -$1.95K -32 -0.3%
HIA
1188
Harbor Investment Advisory
Maryland
$617K -$64.4K -1,060 -9%
RA
1189
Riverstone Advisors
Texas
$617K +$166K +2,736 +37%
EWS
1190
Eagle Wealth Strategies
New Jersey
$616K +$972 +16 +0.2%
CW
1191
Channel Wealth
California
$613K -$121K -1,984 -16%
DDC
1192
DF Dent & Co
Maryland
$613K
AWA
1193
Aletheian Wealth Advisors
Washington
$612K -$18.7K -308 -3%
SC
1194
Slow Capital
California
$610K -$35K -576 -5%
JWM
1195
Janiczek Wealth Management
Colorado
$610K +$21.9K +360 +4%
GD
1196
Grandfield & Dodd
New York
$607K +$3.65K +60 +0.6%
CT
1197
Colonial Trust
South Carolina
$607K +$163K +2,676 +36%
PEA
1198
Park Edge Advisors
Ohio
$607K -$10.9K -180 -2%
JFGIW
1199
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$607K -$4.86K -80 -0.8%
DAS
1200
Diversify Advisory Services
Utah
$605K -$4.38K -72 -0.7%