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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
1226
High Note Wealth
Minnesota
$1.39M -$155 -2 -0%
WP
1227
Westmount Partners
California
$1.39M +$773K +9,971 +138%
ICP
1228
Impact Capital Partners
Colorado
$1.38M -$620 -8 -0%
NEPWA
1229
New England Private Wealth Advisors
Massachusetts
$1.38M -$19.8K -255 -1%
Calamos Advisors
1230
Calamos Advisors
Illinois
$1.38M -$5.02M -64,708 -79%
TA
1231
Tactive Advisors
Florida
$1.38M -$35.7K -461 -3%
KWA
1232
Kellett Wealth Advisors
Ohio
$1.37M +$32.5K +419 +3%
WMWM
1233
Wilkins Miller Wealth Management
Alabama
$1.37M +$144K +1,862 +12%
SCM
1234
Sidoxia Capital Management
California
$1.36M +$4.19K +54 +0.3%
TWM
1235
Trueblood Wealth Management
Ohio
$1.35M +$72.9K +940 +6%
ACM
1236
Alpha Capital Management
Texas
$1.35M -$12.9K -166 -1%
SC
1237
Schoolcraft Capital
Colorado
$1.35M -$155 -2 -0%
BHIA
1238
Birch Hill Investment Advisors
Massachusetts
$1.35M – – –
SW
1239
SteelPeak Wealth
California
$1.35M +$7.52K +97 +0.6%
FA
1240
FDx Advisors
Illinois
$1.33M -$39.6K -511 -3%
DFA
1241
Delta Financial Advisors
Louisiana
$1.33M +$465 +6 +0%
IIC
1242
Ironwood Investment Counsel
Arizona
$1.33M -$11K -142 -0.9%
FPN
1243
Financial Planning Navigators
Minnesota
$1.33M -$10.9K -141 -0.8%
MCM
1244
MidAtlantic Capital Management
Virginia
$1.33M -$757K -9,758 -37%
BW
1245
Bravera Wealth
North Dakota
$1.33M +$43.7K +564 +4%
IWM
1246
Immaculate Wealth Management
Arizona
$1.32M +$1.27M +16,405 New
CJ
1247
Caitlin John
Michigan
$1.31M -$43.1K -556 -3%
CIBC World Market
1248
CIBC World Market
Ontario, Canada
$1.31M +$17.6K +227 +1%
OFG
1249
Omega Financial Group
California
$1.31M -$60.2K -777 -5%
PPWM
1250
Paragon Private Wealth Management
Kentucky
$1.3M -$153K -1,975 -11%