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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
1476
Edgestream Partners
New Jersey
$346K +$104K +1,656 +46%
IAA
1477
Independent Advisor Alliance
North Carolina
$346K -$397K -6,324 -55%
CSWM
1478
Cassady Schiller Wealth Management
Ohio
$344K +$37.7K +600 +13%
ACM
1479
AlphaStar Capital Management
North Carolina
$341K +$34.9K +556 +12%
FFG
1480
Fiduciary Financial Group
California
$341K -$4.52K -72 -1%
FCA
1481
Fortis Capital Advisors
Kansas
$340K -$19.8K -316 -6%
FAT
1482
First American Trust
California
$339K +$38.2K +608 +13%
MCM
1483
Morton Capital Management
California
$338K -$65K -1,036 -17%
CAG
1484
Csenge Advisory Group
Florida
$338K -$12.3K -196 -4%
FCT
1485
First Community Trust
Iowa
$338K +$81.1K +1,292 +34%
1SB
1486
1ST Source Bank
Indiana
$336K
KPP
1487
Kings Path Partners
Texas
$336K +$44.7K +712 +16%
Kayne Anderson Rudnick Investment Management
1488
Kayne Anderson Rudnick Investment Management
California
$336K +$232K +3,688 +263%
CCG
1489
Catalina Capital Group
California
$335K
SFA
1490
Seneca Financial Advisors
New York
$334K
D
1491
Dentgroup
Louisiana
$334K -$26.1K -416 -8%
MWP
1492
Madison Wealth Partners
Wisconsin
$334K +$54K +860 +20%
GF
1493
Gimbal Financial
Indiana
$333K +$314K +5,008 New
SSWM
1494
Smith Salley Wealth Management
North Carolina
$332K -$24.6K -392 -7%
WPP
1495
Whalerock Point Partners
Rhode Island
$331K
NW
1496
Naviter Wealth
Arkansas
$330K +$8.04K +128 +3%
LFA
1497
Legacy Financial Advisors
Kentucky
$330K
PA
1498
Probity Advisors
Texas
$329K +$313K +4,992 New
IAA
1499
Independence Asset Advisors
Pennsylvania
$329K +$2.26K +36 +0.7%
DJYG
1500
David J. Yvars Group
Florida
$328K