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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1426
Slow Capital
California
$524K -$134K -1,996 -20%
MAG
1427
Mayfair Advisory Group
Alabama
$524K – – –
FA
1428
FC Advisory
Pennsylvania
$523K – – –
AWP
1429
Astra Wealth Partners
New Jersey
$523K +$26.6K +396 +5%
GB
1430
Goepper Burkhardt
South Carolina
$522K +$542K +8,076 New
NA
1431
Nautilus Advisors
California
$522K -$13.4K -200 -2%
AWM
1432
Accel Wealth Management
Iowa
$522K -$12.9K -192 -2%
MFGM
1433
Marshall Financial Group (Maryland)
Maryland
$520K +$805 +12 +0.1%
GC
1434
Guidance Capital
Kentucky
$520K -$17.2K -256 -3%
GWM
1435
GSB Wealth Management
Connecticut
$519K -$4.03K -60 -0.7%
BIAS
1436
Beacon Investment Advisory Services
New Jersey
$518K -$13.4K -200 -2%
WAM
1437
WNY Asset Management
New York
$517K +$76.5K +1,140 +17%
BWM
1438
Birchcreek Wealth Management
Ohio
$516K +$48.3K +720 +10%
OFG
1439
Orcam Financial Group
California
$513K +$1.61K +24 +0.3%
SNBOSD
1440
Security National Bank of So Dak
Iowa
$512K +$26.6K +396 +5%
MSAM
1441
Moloney Securities Asset Management
Missouri
$512K -$14K -208 -3%
CP
1442
Clarendon Private
Massachusetts
$512K +$270K +4,024 +103%
NA
1443
Novus Advisors
South Carolina
$511K +$42.7K +636 +9%
ICP
1444
Impact Capital Partners
Colorado
$510K +$80.3K +1,196 +18%
SWP
1445
SIMA Wealth Partners
Virginia
$510K – – –
GCL
1446
Gouws Capital LLC
North Carolina
$506K +$525K +7,828 New
PCM
1447
Park Capital Management
Wisconsin
$506K -$181K -2,700 -26%
OWA
1448
Octavia Wealth Advisors
Ohio
$505K -$22.8K -340 -4%
MCM
1449
Magnolia Capital Management
New York
$504K – – –
HWM
1450
Howard Wealth Management
Connecticut
$503K -$6.17K -92 -1%