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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1226
CFS Investment Advisory Services
New Jersey
$817K +$76.6K +1,128 +10%
LGWM
1227
Litman Gregory Wealth Management
California
$814K
ALC
1228
Alexander Labrunerie & Co
Missouri
$814K -$29.9K -440 -3%
OFS
1229
Oldfather Financial Services
Nebraska
$813K -$10.9K -160 -1%
WAG
1230
Windsor Advisory Group
Ohio
$810K +$833K +12,272 New
WA
1231
WBH Advisory
Maryland
$809K -$6.52K -96 -0.8%
Deutsche Bank
1232
Deutsche Bank
Germany
$808K -$48.9K -720 -6%
SIAS
1233
Summit Investment Advisory Services
Minnesota
$808K +$29.1K +428 +4%
KTA
1234
Keeley-Teton Advisors
Illinois
$807K -$36.4K -536 -4%
BBW
1235
Blue Barn Wealth
Utah
$805K -$23.1K -340 -3%
KG
1236
Kieckhefer Group
Wisconsin
$798K +$820K +12,084 New
GWA
1237
GGM Wealth Advisors
Maryland
$797K +$54.6K +804 +7%
BFS
1238
BridgePort Financial Solutions
Iowa
$796K +$810K +11,936 New
WLPWM
1239
Walled Lake Planning & Wealth Management
Illinois
$794K +$60.6K +892 +8%
MWC
1240
MBM Wealth Consultants
Missouri
$791K -$46.2K -680 -5%
TP
1241
Tranquility Partners
Tennessee
$789K
PMFA
1242
Plante Moran Financial Advisors
Michigan
$784K +$362K +5,336 +82%
NA
1243
Nottingham Advisors
New York
$781K -$43.4K -640 -5%
QCM
1244
QRG Capital Management
Illinois
$779K +$20.1K +296 +3%
GWM
1245
GDS Wealth Management
Texas
$779K -$67.6K -996 -8%
BCG
1246
Breakwater Capital Group
New Jersey
$777K -$13.8K -204 -2%
SCG
1247
Sonata Capital Group
Washington
$777K +$163K +2,400 +26%
JFGIW
1248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$774K +$35.8K +528 +5%
LPT
1249
Legacy Private Trust
Wisconsin
$773K -$85.5K -1,260 -10%
SWA
1250
Sightline Wealth Advisors
Connecticut
$771K -$344K -5,064 -30%