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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1476
Lyell Wealth Management
California
$560K
TCWA
1477
Turtle Creek Wealth Advisors
Texas
$560K
IF
1478
Integrity Financial
Wyoming
$560K +$10.6K +148 +2%
MSAM
1479
Moloney Securities Asset Management
Missouri
$559K -$2.58K -36 -0.5%
RCA
1480
Ranch Capital Advisors
Florida
$559K -$34.5K -480 -6%
RWA
1481
Redhawk Wealth Advisors
Minnesota
$559K -$5.8M -80,776 -91%
SBF
1482
Sara-Bay Financial
Florida
$557K +$35K +488 +7%
HWM
1483
Howard Wealth Management
Connecticut
$557K -$2.3K -32 -0.4%
CNTOF
1484
Canandaigua National Trust of Florida
New York
$557K -$59.5K -828 -10%
FBT
1485
First Bank & Trust
South Dakota
$557K
SWM
1486
SFG Wealth Management
Maryland
$553K +$287 +4 +0.1%
CC
1487
Chicago Capital
Illinois
$552K
SFP
1488
Sterling Financial Planning
New Jersey
$550K -$9.77K -136 -2%
SC
1489
Slow Capital
California
$550K -$8.04K -112 -1%
PWW
1490
Pettyjohn Wood & White
Virginia
$548K -$1.72K -24 -0.3%
TCM
1491
TruNorth Capital Management
Michigan
$548K
MCM
1492
Mengis Capital Management
Oregon
$548K
JSW
1493
Journey Strategic Wealth
New Jersey
$546K -$14.4K -200 -3%
KA
1494
Kovack Advisors
Florida
$545K +$64.6K +900 +14%
WC
1495
Waterloo Capital
Texas
$545K +$287 +4 +0.1%
Kayne Anderson Rudnick Investment Management
1496
Kayne Anderson Rudnick Investment Management
California
$544K -$185K -2,572 -26%
GC
1497
Guidance Capital
Kentucky
$544K -$40.5K -564 -7%
AGWCA
1498
Annis Gardner Whiting Capital Advisors
Florida
$541K +$575 +8 +0.1%
AWA
1499
Acorn Wealth Advisors
Michigan
$541K -$21.5K -300 -4%
BFS
1500
Burkett Financial Services
South Carolina
$540K +$2.01K +28 +0.4%