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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1376
Venturi Wealth Management
Texas
$216K +$212K +3,384 New
FZCM
1377
Flynn Zito Capital Management
New York
$216K +$212K +3,388 New
BWA
1378
Beam Wealth Advisors
Louisiana
$215K +$212K +3,376 New
SWM
1379
Sugarloaf Wealth Management
Georgia
$214K -$22.1K -352 -9%
Luther King Capital Management (LKCM)
1380
Luther King Capital Management (LKCM)
Texas
$214K
SFG
1381
Synergy Financial Group
California
$214K +$210K +3,356 New
MFG
1382
Mission Financial Group
Nevada
$214K +$185K +2,948 New
PTP
1383
Platform Technology Partners
New York
$213K +$209K +3,336 New
RM
1384
Resource Management
Louisiana
$212K +$208K +3,324 New
FCT
1385
First Community Trust
Iowa
$209K +$206K +3,288 New
GM
1386
GeoWealth Management
Illinois
$209K -$204K -3,256 -50%
HIA
1387
Harbor Investment Advisory
Maryland
$209K -$25.3K -404 -11%
BOPW
1388
Brandywine Oak Private Wealth
Pennsylvania
$209K -$17.8K -284 -8%
NSB
1389
Norway Savings Bank
Maine
$209K -$12.5K -200 -6%
PFA
1390
Plotkin Financial Advisors
Maryland
$208K +$205K +3,272 New
APW
1391
Acima Private Wealth
Virginia
$208K
OFG
1392
Orcam Financial Group
California
$208K +$204K +3,260 New
ST
1393
Sabal Trust
Florida
$208K +$205K +3,268 New
AIC
1394
Archer Investment Corporation
Indiana
$207K
CC
1395
Cypress Capital
Tennessee
$207K +$203K +3,244 New
MA
1396
Mezzasalma Advisors
New Jersey
$207K +$204K +3,252 New
FWP
1397
Falcon Wealth Planning
California
$207K +$204K +3,256 New
FEG
1398
Financial Enhancement Group
Indiana
$205K -$14.8K -236 -7%
AC
1399
AlphaCore Capital
California
$204K -$381K -6,072 -65%
BAM
1400
Bosun Asset Management
Illinois
$204K +$201K +3,200 New