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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
1251
Dark Forest Capital Management
Puerto Rico
$770K +$236K +3,476 +42%
JAFL
1252
Jay A. Fishman Ltd
Michigan
$770K -$54.9K -808 -6%
FA
1253
Fiduciary Alliance
South Carolina
$768K +$75.5K +1,112 +11%
PPC
1254
Pennington Partners & Co
Maryland
$767K +$789K +11,616 New
BW
1255
BIP Wealth
Georgia
$765K +$84.7K +1,248 +12%
GCA
1256
Gallagher Capital Advisors
Texas
$759K +$781K +11,500 New
BTWM
1257
Brass Tax Wealth Management
Ohio
$758K -$1.09K -16 -0.1%
HAS
1258
HBW Advisory Services
California
$758K -$89.3K -1,316 -10%
FIB
1259
First Interstate Bank
Montana
$756K +$27.4K +404 +4%
AI
1260
Accredited Investors
Minnesota
$756K -$92.3K -1,360 -11%
AA
1261
Aufman Associates
Pennsylvania
$755K +$2.99K +44 +0.4%
GP
1262
Geneva Partners
Wisconsin
$754K +$63K +928 +9%
VFPW
1263
Vantage Financial Partners (Wisconsin)
Wisconsin
$752K +$45.1K +664 +6%
BWA
1264
Bestgate Wealth Advisors
Maryland
$749K +$770K +11,340 New
FBFS
1265
First Business Financial Services
Wisconsin
$748K
SA
1266
Strategic Advisors
New York
$745K +$406K +5,976 +113%
SWM
1267
Selective Wealth Management
Virginia
$744K -$22.3K -328 -3%
FWP
1268
FAS Wealth Partners
Kansas
$743K -$1.63K -24 -0.2%
TIA
1269
Traphagen Investment Advisors
New Jersey
$743K -$128K -1,888 -14%
FB
1270
Fulton Bank
Pennsylvania
$737K -$10.3K -152 -1%
PWG
1271
Private Wealth Group
Florida
$734K -$13K -192 -2%
HKIMG
1272
Hutchens & Kramer Investment Management Group
Indiana
$732K +$28K +412 +4%
ACM
1273
Advance Capital Management
Michigan
$730K +$7.33K +108 +1%
GWAM
1274
Guardian Wealth Advisors (Minnesota)
Minnesota
$728K -$165K -2,424 -18%
RA
1275
Riverstone Advisors
Texas
$728K +$56.2K +828 +8%