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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1326
Droms Strauss Advisors
Missouri
$1.13M -$116K -1,499 -10%
IAIM
1327
International Assets Investment Management
Florida
$1.12M -$16K -207 -1%
CWG
1328
Cornerstone Wealth Group
North Carolina
$1.12M -$2.95M -38,060 -73%
MG
1329
MilWealth Group
Wisconsin
$1.12M -$11.9K -153 -1%
KSB
1330
Kennebec Savings Bank
Maine
$1.12M -$88.4K -1,140 -8%
PGF
1331
Plan Group Financial
Oklahoma
$1.12M -$10.9K -140 -1%
CFP
1332
Comprehensive Financial Planning
Pennsylvania
$1.12M +$85.1K +1,098 +9%
UFAC
1333
Urban Financial Advisory Corp
Illinois
$1.11M +$296K +3,822 +38%
RC
1334
Randolph Company
Ohio
$1.11M – – –
GWM
1335
Greenhouse Wealth Management
Connecticut
$1.1M -$26K -336 -2%
ONST
1336
Old North State Trust
North Carolina
$1.1M +$147K +1,896 +16%
PNC
1337
Park National Corp
Ohio
$1.1M -$106K -1,372 -9%
CH
1338
CDKV Holdings
Colorado
$1.1M -$7.6K -98 -0.7%
BPW
1339
BlueDoor Private Wealth
Massachusetts
$1.1M +$500K +6,445 +90%
WIM
1340
Warwick Investment Management
Texas
$1.1M +$49.8K +643 +5%
Lazard Asset Management
1341
Lazard Asset Management
New York
$1.1M – – –
KL
1342
KWMG LLC
Kansas
$1.09M -$19.4K -250 -2%
IAMOG
1343
Investors Asset Management of Georgia
Georgia
$1.09M +$170K +2,191 +19%
FCH
1344
Freestone Capital Holdings
Washington
$1.09M +$282K +3,637 +37%
ACM
1345
Ardent Capital Management
Ohio
$1.09M -$96.1K -1,240 -8%
TP
1346
Tranquility Partners
Tennessee
$1.08M -$14.9K -192 -1%
CCG
1347
Cypress Capital Group
Florida
$1.08M -$410K -5,288 -28%
SHFA
1348
SC&H Financial Advisors
Maryland
$1.07M -$16.9K -218 -2%
FWM
1349
Forza Wealth Management
Florida
$1.07M +$94.2K +1,215 +10%
CFO
1350
Collective Family Office
Pennsylvania
$1.07M +$9.3K +120 +0.9%