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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1326
Burkett Financial Services
South Carolina
$503K +$3.52K +56 +0.7%
PWA
1327
Physician Wealth Advisors
Utah
$498K +$228K +3,636 +96%
SF
1328
Symphony Financial
Texas
$497K -$426K -6,788 -47%
SFP
1329
Sterling Financial Planning
New Jersey
$494K -$7.53K -120 -2%
OFG
1330
Orcam Financial Group
California
$493K +$2.26K +36 +0.5%
HSA
1331
HBK Sorce Advisory
Pennsylvania
$493K -$136K -2,160 -22%
FWTB
1332
First Western Trust Bank
Colorado
$493K +$75.1K +1,196 +19%
NFG
1333
Northeast Financial Group
Pennsylvania
$490K
SNBOSD
1334
Security National Bank of So Dak
Iowa
$488K
NSAM
1335
North Star Asset Management
Wisconsin
$488K +$1K +16 +0.2%
WP
1336
Westmount Partners
California
$486K -$5.53K -88 -1%
GGS
1337
Galvin Gaustad & Stein
Arizona
$485K
AIM
1338
Athena Investment Management
California
$485K
SFO
1339
Stokes Family Office
Louisiana
$484K +$21.6K +344 +5%
AGWCA
1340
Annis Gardner Whiting Capital Advisors
Florida
$484K +$223K +3,544 +94%
BWM
1341
Birchcreek Wealth Management
Ohio
$483K -$7.03K -112 -2%
TWC
1342
TD Waterhouse Canada
Ontario, Canada
$482K -$18.6K -296 -4%
SHIM
1343
Stone House Investment Management
Pennsylvania
$481K +$42.2K +672 +10%
MIG
1344
McGuire Investment Group
Rhode Island
$479K +$9.54K +152 +2%
VAF
1345
Values Added Financial
District of Columbia
$477K -$103K -1,644 -19%
PSP
1346
Pacific Sage Partners
Washington
$476K -$10.5K -168 -2%
AGM
1347
Alpine Global Management
New York
$476K +$454K +7,224 New
RWM
1348
Raffa Wealth Management
District of Columbia
$475K +$2.01K +32 +0.4%
FWCM
1349
Ferguson Wellman Capital Management
Oregon
$475K
BWG
1350
Balanced Wealth Group
Ohio
$474K -$143K -2,284 -24%