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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1301
Lazard Asset Management
New York
$987K
SMWM
1302
Silvia McColl Wealth Management
California
$986K +$21.8K +300 +2%
LF
1303
LifePlan Financial
Minnesota
$984K -$26.8K -368 -3%
SHFA
1304
SC&H Financial Advisors
Maryland
$983K +$40.7K +560 +4%
FF
1305
Farnam Financial
Arizona
$983K -$64K -880 -6%
DF
1306
Daviman Financial
Indiana
$975K +$977K +13,436 New
SWP
1307
Summit Wealth Partners
Florida
$975K -$77.7K -1,068 -7%
KP
1308
Keel Point
Alabama
$975K +$86.4K +1,188 +10%
PAW
1309
Plan A Wealth
Nebraska
$972K -$113K -1,552 -10%
MAM
1310
Marotta Asset Management
Virginia
$966K -$67.8K -932 -7%
AGP
1311
Autumn Glory Partners
Texas
$966K +$968K +13,308 New
GA
1312
Goldstein Advisors
Wisconsin
$965K +$137K +1,888 +17%
EWS
1313
Eagle Wealth Strategies
New Jersey
$963K -$7.57K -104 -0.8%
SW
1314
StrongBox Wealth
Missouri
$961K -$36.4K -500 -4%
KLI
1315
Kelman-Lazarov Inc
Tennessee
$958K +$1.46K +20 +0.2%
NAM
1316
NTV Asset Management
West Virginia
$958K +$291 +4 +0%
MWA
1317
Midland Wealth Advisors
Illinois
$953K -$76.2K -1,048 -7%
MCP
1318
Miller Capital Partners
Michigan
$950K +$952K +13,092 New
MWA
1319
Muirfield Wealth Advisors
North Carolina
$950K +$17.5K +240 +2%
ORC
1320
O'Rourke & Company
Massachusetts
$948K +$6.69K +92 +0.7%
MWM
1321
Mascoma Wealth Management
New Hampshire
$947K -$14K -192 -1%
GIA
1322
Guyasuta Investment Advisors
Pennsylvania
$945K +$4.95K +68 +0.5%
SEM
1323
Strategic Equity Management
Arizona
$944K
AFA
1324
Antonelli Financial Advisors
Michigan
$944K -$29.7K -408 -3%
AWS
1325
Alliance Wealth Strategies
Virginia
$944K +$946K +13,008 New