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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
1351
Clear Perspectives Financial Planning
Ohio
$232K -$23.5K -400 -9%
GWAG
1352
Garrett Wealth Advisory Group
Texas
$232K +$229K +3,904 New
CGA
1353
Crescent Grove Advisors
Illinois
$231K – – –
ERWM
1354
Elk River Wealth Management
Colorado
$231K +$228K +3,884 New
TCWM
1355
Total Clarity Wealth Management
Illinois
$230K -$966K -16,468 -81%
JCM
1356
Janney Capital Management
Pennsylvania
$230K – – –
BFA
1357
Beaumont Financial Advisors
Massachusetts
$230K +$5.63K +96 +3%
PTP
1358
Platform Technology Partners
New York
$229K +$30K +512 +15%
AWP
1359
Accretive Wealth Partners
New Jersey
$226K – – –
Bogart Wealth LLC
1360
Bogart Wealth LLC
Virginia
$226K +$120K +2,052 +118%
BMCM
1361
Bryn Mawr Capital Management
Pennsylvania
$225K – – –
RA
1362
Riverstone Advisors
Texas
$224K -$72.7K -1,240 -25%
PL
1363
Parthenon LLC
Kentucky
$224K – – –
CFA
1364
Capstone Financial Advisors
Illinois
$223K – – –
CFAM
1365
Coury Firm Asset Management
Pennsylvania
$223K +$704 +12 +0.3%
CWM
1366
Campbell Wealth Management
Virginia
$223K +$220K +3,748 New
CCA
1367
Cobblestone Capital Advisors
New York
$223K +$220K +3,748 New
RPSA
1368
Richard P. Slaughter Associates
Texas
$222K -$48.8K -832 -18%
PP
1369
Palladium Partners
Virginia
$220K – – –
State Street
1370
State Street
Massachusetts
$219K -$47.6K -812 -18%
JWCA
1371
J.W. Coons Advisors
Ohio
$219K +$216K +3,680 New
Gerber Kawasaki Wealth & Investment Management
1372
Gerber Kawasaki Wealth & Investment Management
California
$218K -$180K -3,072 -45%
TP
1373
Tranquility Partners
Tennessee
$218K +$469 +8 +0.2%
Barclays
1374
Barclays
United Kingdom
$218K +$51.9K +884 +32%
Clark Capital Management Group
1375
Clark Capital Management Group
Pennsylvania
$218K +$215K +3,664 New