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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1201
Fort Sheridan Advisors
Illinois
$959K -$157K -2,388 -15%
D.E. Shaw & Co
1202
D.E. Shaw & Co
New York
$958K +$899K +13,700 New
SFC
1203
Swisher Financial Concepts
Ohio
$958K -$372K -5,672 -29%
MAS
1204
MPWM Advisory Solutions
Georgia
$957K +$55.9K +852 +7%
BIG
1205
Brookwood Investment Group
Arizona
$955K -$39.6K -604 -4%
AL
1206
Aspiriant LLC
California
$954K -$150K -2,284 -14%
BWM
1207
Blossom Wealth Management
California
$952K +$37.8K +576 +4%
Lazard Asset Management
1208
Lazard Asset Management
New York
$951K
MPCG
1209
Matrix Private Capital Group
New York
$948K
VAF
1210
Values Added Financial
District of Columbia
$945K +$109K +1,656 +14%
PPWM
1211
Paragon Private Wealth Management
Kentucky
$945K +$214K +3,256 +32%
CCWM
1212
Cassaday & Co Wealth Management
Virginia
$945K +$10.2K +156 +1%
PB
1213
Pinnacle Bancorp
Nebraska
$941K +$192K +2,920 +28%
PCA
1214
Pallas Capital Advisors
Massachusetts
$939K -$65.9K -1,004 -7%
SMWM
1215
Silvia McColl Wealth Management
California
$935K
NP
1216
NorthRock Partners
Minnesota
$930K +$102K +1,552 +13%
NAM
1217
NTV Asset Management
West Virginia
$923K +$11K +168 +1%
TSMHT
1218
Thurston Springer Miller Herd & Titak
Indiana
$923K +$35.4K +540 +4%
KLI
1219
Kelman-Lazarov Inc
Tennessee
$921K
CFO
1220
Collective Family Office
Pennsylvania
$920K -$22.1K -336 -2%
MWM
1221
Mascoma Wealth Management
New Hampshire
$919K -$2.1K -32 -0.2%
TF
1222
TME Financial
California
$913K +$66.2K +1,008 +8%
TWM
1223
Trueblood Wealth Management
Ohio
$913K +$149K +2,272 +21%
SHFA
1224
SC&H Financial Advisors
Maryland
$911K -$6.83K -104 -0.8%
CCP
1225
Carmel Capital Partners
California
$910K +$854K +13,016 New