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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1301
HHM Wealth Advisors
Tennessee
$265K – – –
GC
1302
Garde Capital
Washington
$265K +$18.3K +312 +8%
HFA
1303
High Falls Advisors
New York
$265K +$23.5K +400 +10%
MCM
1304
Morton Capital Management
California
$264K – – –
TCOO
1305
Trust Company of Oklahoma
Oklahoma
$264K – – –
NB
1306
NBT Bank
New York
$263K – – –
Congress Asset Management
1307
Congress Asset Management
Massachusetts
$262K – – –
WPC
1308
Waters Parkerson & Co
Louisiana
$262K +$35.2K +600 +16%
CCA
1309
Clearwater Capital Advisors
Illinois
$261K -$235 -4 -0.1%
CAL
1310
Capital Advisors Ltd
Ohio
$261K – – –
GA
1311
Greenspring Advisors
Maryland
$261K – – –
FBC
1312
Fairfield, Bush & Co
Connecticut
$260K – – –
AIM
1313
Athena Investment Management
California
$260K +$256K +4,356 New
WLPWM
1314
Walled Lake Planning & Wealth Management
Illinois
$259K -$130K -2,220 -34%
SIMM
1315
Stillwater Investment Management (Minnesota)
Minnesota
$259K +$256K +4,356 New
SFP
1316
Strategic Financial Partners
Oregon
$257K -$8.45K -144 -3%
PWS
1317
Paragon Wealth Strategies
Florida
$256K +$8.21K +140 +3%
YWP
1318
YorkBridge Wealth Partners
New York
$256K +$19.5K +332 +8%
FCIM
1319
Fairview Capital Investment Management
California
$255K -$164K -2,800 -39%
TLFA
1320
True Link Financial Advisors
California
$255K +$704 +12 +0.3%
WP
1321
WealthShield Partners
North Carolina
$255K +$35K +596 +16%
CCA
1322
Cottonwood Capital Advisors
Utah
$252K -$13.6K -232 -5%
ML
1323
McAdam LLC
Pennsylvania
$252K +$37.1K +632 +17%
SL
1324
Salomon & Ludwin
Virginia
$251K – – –
HP
1325
HT Partners
Connecticut
$251K +$247K +4,216 New