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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1351
Alerus Financial
North Dakota
$691K -$10.8K -164 -2%
FCH
1352
Freestone Capital Holdings
Washington
$688K +$86.9K +1,324 +16%
PEA
1353
Park Edge Advisors
Ohio
$686K +$12.6K +192 +2%
CQWA
1354
Chokshi & Queen Wealth Advisors
California
$686K
DI
1355
Diligent Investors
California
$686K -$1.31K -20 -0.2%
AWM
1356
Angeles Wealth Management
California
$685K +$600K +9,148 +1,403%
VFIC
1357
Valley Forge Investment Consultants
Pennsylvania
$685K +$44.9K +684 +8%
PAG
1358
Private Advisory Group
Washington
$681K -$9.57M -145,812 -94%
LDB
1359
Lee, Danner & Bass
Tennessee
$679K -$13.7K -208 -2%
BWM
1360
Baron Wealth Management
Michigan
$677K
HFS
1361
Heritage Financial Services
Massachusetts
$677K -$55.4K -844 -8%
AAS
1362
Annex Advisory Services
Wisconsin
$676K -$216K -3,288 -25%
DP
1363
Divergent Planning
Maryland
$676K +$409K +6,236 +185%
DI
1364
Disciplined Investments
Oklahoma
$672K -$88.7K -1,352 -12%
BFA
1365
Buttonwood Financial Advisors
Maryland
$672K -$3.15K -48 -0.5%
FFM
1366
Forum Financial Management
Illinois
$671K +$16.5K +252 +3%
PWPS
1367
Pinnacle Wealth Planning Services
Ohio
$667K +$1.31K +20 +0.2%
AIM
1368
Athena Investment Management
California
$665K +$142K +2,156 +29%
GK
1369
Graney & King
New York
$665K +$52.5K +800 +9%
DPI
1370
Diversified Portfolios Inc
Michigan
$662K +$48.6K +740 +8%
KCP
1371
Kera Capital Partners
California
$662K
SWA
1372
Sightline Wealth Advisors
Connecticut
$659K -$64.6K -984 -9%
BB
1373
Busey Bank
Illinois
$657K +$116K +1,760 +23%
JAFL
1374
Jay A. Fishman Ltd
Michigan
$655K -$13.1K -200 -2%
LRIA
1375
Leonard Rickey Investment Advisors
Washington
$655K +$4.99K +76 +0.8%