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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1201
Blossom Wealth Management
California
$868K +$130K +1,908 +17%
IAIM
1202
International Assets Investment Management
Florida
$867K +$893K +13,148 New
SHFA
1203
SC&H Financial Advisors
Maryland
$867K
NAM
1204
NTV Asset Management
West Virginia
$864K -$4.62K -68 -0.5%
KWS
1205
Keystone Wealth Services
California
$860K +$166K +2,452 +23%
AAS
1206
Annex Advisory Services
Wisconsin
$855K +$249K +3,668 +40%
KP
1207
Keel Point
Alabama
$854K +$479K +7,060 +120%
GC
1208
Garde Capital
Washington
$853K -$14.4K -212 -2%
TSMHT
1209
Thurston Springer Miller Herd & Titak
Indiana
$850K +$538K +7,920 +160%
FTA
1210
Financial & Tax Architects
Missouri
$849K +$661K +9,736 +312%
First Trust Advisors
1211
First Trust Advisors
Illinois
$847K +$871K +12,824 New
PWA
1212
Peterson Wealth Advisors
Utah
$847K -$21.7K -320 -2%
MAS
1213
MPWM Advisory Solutions
Georgia
$847K +$871K +12,824 New
BTI
1214
Blue Trust Inc
Georgia
$842K +$132K +1,940 +18%
MWA
1215
Muirfield Wealth Advisors
North Carolina
$841K +$67.1K +988 +8%
AF
1216
Atala Financial
California
$841K +$865K +12,736 New
SB
1217
Strategic Blueprint
Georgia
$838K +$188K +2,776 +28%
GIA
1218
Goodwin Investment Advisory
Georgia
$835K -$52.7K -776 -6%
PGF
1219
Plan Group Financial
Oklahoma
$835K
WPW
1220
Waldron Private Wealth
Pennsylvania
$832K +$48.1K +708 +6%
Citadel Advisors
1221
Citadel Advisors
Florida
$832K -$327K -4,816 -28%
CFGA
1222
Cambridge Financial Group (Arizona)
Arizona
$826K +$2.99K +44 +0.4%
CIA
1223
Capital Investment Advisors
Georgia
$824K +$19.3K +284 +2%
FFA
1224
Fragasso Financial Advisors
Pennsylvania
$823K -$50K -736 -6%
SFG
1225
Sovereign Financial Group
Connecticut
$820K -$1.36K -20 -0.2%