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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
1401
Nottingham Advisors
New York
$616K -$171K -2,604 -23%
GWAM
1402
Guardian Wealth Advisors (Minnesota)
Minnesota
$614K -$23.1K -352 -4%
SWM
1403
SpringVest Wealth Management
Texas
$612K +$16K +244 +3%
WCM
1404
Winthrop Capital Management
Indiana
$612K
SAM
1405
Sequent Asset Management
Texas
$612K
CMMS
1406
Comprehensive Money Management Services
Florida
$611K -$10.5K -160 -2%
OBWG
1407
Onyx Bridge Wealth Group
New York
$611K -$131K -2,000 -19%
CA
1408
CGN Advisors
Kansas
$610K -$28.9K -440 -5%
WMWM
1409
Wilkins Miller Wealth Management
Alabama
$607K +$128K +1,952 +29%
KCM
1410
Kennicott Capital Management
California
$607K
PWM
1411
Paulson Wealth Management
Illinois
$606K +$4.73K +72 +0.8%
SHIM
1412
Stone House Investment Management
Pennsylvania
$601K -$102K -1,548 -15%
WB
1413
Webster Bank
Connecticut
$599K -$87.7K -1,336 -13%
SWM
1414
Selective Wealth Management
Virginia
$598K -$112K -1,708 -17%
WMN
1415
Wealth Management Nebraska
Nebraska
$597K +$58K +884 +12%
GSIS
1416
Global Strategic Investment Solutions
Arizona
$594K
BWM
1417
Birchcreek Wealth Management
Ohio
$594K +$33.9K +516 +6%
WPW
1418
Waldron Private Wealth
Pennsylvania
$594K -$11.3K -172 -2%
PFWA
1419
Paces Ferry Wealth Advisors
Georgia
$593K
PSF
1420
Pacific Sun Financial
California
$592K -$22.1K -336 -4%
PCM
1421
Prospera Capital Management
Arizona
$591K
FA
1422
Financial Alternatives
California
$590K
CNTOF
1423
Canandaigua National Trust of Florida
New York
$589K +$788 +12 +0.1%
GI
1424
GAMCO Investors
Connecticut
$585K +$549K +8,368 New
UIM
1425
Unified Investment Management
Georgia
$582K