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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
1201
Horst & Graben Wealth Management
Oregon
$685K +$1.26K +20 +0.2%
WIM
1202
Warwick Investment Management
Texas
$683K -$3.52K -56 -0.5%
BW
1203
BIP Wealth
Georgia
$682K +$135K +2,152 +26%
SPW
1204
Sonoma Private Wealth
California
$679K -$41.2K -656 -6%
DAS
1205
Diversify Advisory Services
Utah
$679K +$9.54K +152 +2%
SCM
1206
Schnieders Capital Management
California
$679K +$646K +10,288 New
RCA
1207
Ranch Capital Advisors
Florida
$678K -$40.7K -648 -6%
LDB
1208
Lee, Danner & Bass
Tennessee
$673K -$15.1K -240 -2%
RA
1209
Riverstone Advisors
Texas
$672K
ONST
1210
Old North State Trust
North Carolina
$669K -$6.03K -96 -0.9%
DDC
1211
DF Dent & Co
Maryland
$668K
SC
1212
Slow Capital
California
$667K +$4.27K +68 +0.7%
4WM
1213
49 Wealth Management
Texas
$665K +$40.9K +652 +7%
MSAM
1214
Moloney Securities Asset Management
Missouri
$664K +$165K +2,632 +35%
BFA
1215
Buttonwood Financial Advisors
Maryland
$664K -$57.3K -912 -8%
WG
1216
Welch Group
Alabama
$663K -$10.3K -164 -2%
GD
1217
Grandfield & Dodd
New York
$662K
BTI
1218
Blue Trust Inc
Georgia
$654K -$72.3K -1,152 -10%
EWS
1219
Eagle Wealth Strategies
New Jersey
$654K -$16.1K -256 -3%
SB
1220
Strategic Blueprint
Georgia
$654K +$31.4K +500 +5%
MIA
1221
Milestone Investment Advisors
Wisconsin
$653K -$5.02K -80 -0.8%
PIM
1222
Penobscot Investment Management
Massachusetts
$653K +$129K +2,048 +26%
Fisher Asset Management
1223
Fisher Asset Management
Washington
$653K -$309K -4,924 -33%
HFS
1224
Heritage Financial Services
Massachusetts
$652K -$40.4K -644 -6%
AIFAIM
1225
American Institute for Advanced Investment Management
Arizona
$652K -$20.1K -320 -3%