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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
1326
FourThought Financial
Florida
$250K +$136K +2,320 +123%
BCMLT
1327
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K +$245K +4,176 New
Badgley Phelps Wealth Managers
1328
Badgley Phelps Wealth Managers
Washington
$248K – – –
Confluence Wealth Services
1329
Confluence Wealth Services
Pennsylvania
$246K – – –
AFG
1330
Allegheny Financial Group
Pennsylvania
$242K -$9.39K -160 -4%
FPCP
1331
Fort Point Capital Partners
California
$242K – – –
OBWG
1332
Onyx Bridge Wealth Group
New York
$242K – – –
Csenge Advisory Group
1333
Csenge Advisory Group
Florida
$242K +$22.3K +380 +10%
BIAS
1334
Beacon Investment Advisory Services
New Jersey
$241K – – –
LWA
1335
Lineweaver Wealth Advisors
Ohio
$240K – – –
Zacks Investment Management
1336
Zacks Investment Management
Illinois
$240K – – –
BFG
1337
Berger Financial Group
Minnesota
$240K +$237K +4,036 New
CA
1338
Carson Advisory
Georgia
$240K +$237K +4,040 New
VW
1339
Vance Wealth
California
$239K -$74.6K -1,272 -24%
HC
1340
Hoese & Co
Minnesota
$239K – – –
CCM
1341
Coerente Capital Management
Ontario, Canada
$237K – – –
PGIM
1342
Pacific Global Investment Management
California
$237K – – –
NEPWA
1343
New England Private Wealth Advisors
Massachusetts
$237K +$704 +12 +0.3%
MWP
1344
Madison Wealth Partners
Wisconsin
$237K +$12.4K +212 +6%
FWM
1345
Frontier Wealth Management
Missouri
$236K – – –
AR
1346
Apeiron RIA
Texas
$235K -$27K -460 -10%
PCM
1347
Pennsylvania Capital Management
Pennsylvania
$235K +$11.7K +200 +5%
RIL
1348
Rothschild Investment LLC
Illinois
$234K – – –
EPP
1349
ETF Portfolio Partners
Kansas
$233K +$230K +3,912 New
IGWM
1350
ICA Group Wealth Management
Colorado
$233K +$250K +4,264 New