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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1476
SFG Wealth Management
Maryland
$527K +$1.05K +16 +0.2%
CC
1477
Chicago Capital
Illinois
$526K +$139K +2,120 +39%
CSF
1478
Capital Squared Financial
Maryland
$524K +$492K +7,496 New
PWW
1479
Pettyjohn Wood & White
Virginia
$524K -$14.4K -220 -3%
LT
1480
Legacy Trust
Michigan
$524K
CA
1481
Claro Advisors
Massachusetts
$523K -$8.4K -128 -2%
IF
1482
Integrity Financial
Wyoming
$523K +$112K +1,712 +30%
TCM
1483
TruNorth Capital Management
Michigan
$522K
MCM
1484
Mengis Capital Management
Oregon
$522K
CWA
1485
Canvas Wealth Advisors
Kansas
$520K +$74K +1,128 +19%
WC
1486
Waterloo Capital
Texas
$519K -$79.3K -1,208 -14%
AGWCA
1487
Annis Gardner Whiting Capital Advisors
Florida
$515K +$2.1K +32 +0.4%
CWM
1488
Copia Wealth Management
Oregon
$514K -$6.56K -100 -1%
MWM
1489
Marion Wealth Management
Pennsylvania
$514K +$482K +7,348 New
WP
1490
Westmount Partners
California
$513K
BFS
1491
Burkett Financial Services
South Carolina
$512K
GSEP
1492
Golden State Equity Partners
California
$512K +$29.9K +456 +7%
RWM
1493
Raffa Wealth Management
District of Columbia
$510K +$1.57K +24 +0.3%
EAM
1494
Everstar Asset Management
North Carolina
$508K
TWM
1495
Topsail Wealth Management
North Carolina
$506K
Fisher Asset Management
1496
Fisher Asset Management
Washington
$504K -$763K -11,620 -62%
FWCM
1497
Ferguson Wellman Capital Management
Oregon
$504K -$263K -4,000 -36%
OMC
1498
Old Mission Capital
Illinois
$504K +$473K +7,200 New
LOPW
1499
Live Oak Private Wealth
North Carolina
$503K
ATS
1500
Ashton Thomas Securities
New York
$503K +$7.61K +116 +2%