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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
1376
H&H Retirement Design & Management
Nevada
$373K
SL
1377
SWMG LLC
Texas
$372K -$2.92K -48 -0.8%
FTDI
1378
First Trust Direct Indexing
Massachusetts
$371K +$110K +1,804 +42%
AWA
1379
Acorn Wealth Advisors
Michigan
$371K +$81.7K +1,344 +28%
KP
1380
Keel Point
Alabama
$371K +$366K +6,020 New
WF
1381
Wayfinding Financial
Washington
$365K
RPWA
1382
Regent Peak Wealth Advisors
Georgia
$364K -$19.9K -328 -5%
ETIA
1383
Epic Trust Investment Advisors
Washington
$363K -$24.6K -404 -6%
EIA
1384
Edgemoor Investment Advisors
Maryland
$363K
JWA
1385
JFS Wealth Advisors
Pennsylvania
$362K -$156K -2,568 -30%
Russell Investments Group
1386
Russell Investments Group
United Kingdom
$362K +$344K +5,668 +1,794%
MC
1387
Moors & Cabot
Massachusetts
$361K +$7.29K +120 +2%
NCG
1388
Newport Capital Group
New Jersey
$361K +$362K +5,960 New
TL
1389
Tradewinds LLC
North Carolina
$361K +$362K +5,960 New
VWA
1390
VERITY Wealth Advisors
United States
$360K
HCP
1391
Hardin Capital Partners
South Carolina
$358K +$360K +5,916 New
PP
1392
Pegasus Partners
Wisconsin
$358K
FGA
1393
Fortis Group Advisors
New Jersey
$357K +$359K +5,904 New
CAP
1394
Columbia Advisory Partners
Washington
$356K -$320K -5,272 -47%
FFA
1395
Founders Financial Alliance
North Carolina
$355K -$8.99K -148 -2%
WA
1396
Wealthstream Advisors
New York
$354K
BCM
1397
Becker Capital Management
Oregon
$354K
CA
1398
Claro Advisors
Massachusetts
$354K -$117K -1,920 -25%
LOPW
1399
Live Oak Private Wealth
North Carolina
$352K -$48.6K -800 -12%
AMCA
1400
Arthur M. Cohen & Associates
Illinois
$351K -$61.7K -1,016 -15%