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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
1501
Howard Capital Management Group
California
$791K – – –
CQWA
1502
Chokshi & Queen Wealth Advisors
California
$790K – – –
HFAS
1503
Hummer Financial Advisory Services
Illinois
$789K – – –
FS
1504
Financial Symmetry
North Carolina
$783K -$2.43M -31,331 -76%
TC
1505
TFR Capital
Texas
$779K -$79.9K -1,030 -10%
Advance Capital Management
1506
Advance Capital Management
Michigan
$777K +$22.4K +289 +3%
ET
1507
Equitable Trust
Tennessee
$777K +$261K +3,371 +54%
LDB
1508
Lee, Danner & Bass
Tennessee
$775K -$6.82K -88 -0.9%
FFG
1509
Fortem Financial Group
California
$775K +$143K +1,848 +24%
BWM
1510
Briggs Wealth Management
Connecticut
$775K -$233 -3 -0%
KCP
1511
Kera Capital Partners
California
$773K +$12.4K +160 +2%
Cannell & Spears
1512
Cannell & Spears
New York
$773K +$16.2K +209 +2%
BWA
1513
Bestgate Wealth Advisors
Maryland
$772K -$40.9K -528 -5%
PL
1514
Pandi LLC
Kansas
$768K – – –
WW
1515
Westshore Wealth
California
$768K +$361K +4,651 +95%
SFGP
1516
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$767K +$72.2K +931 +11%
Empowered Funds
1517
Empowered Funds
Pennsylvania
$767K -$300K -3,875 -29%
DTC
1518
Davidson Trust Company
Washington
$764K -$45K -580 -6%
TWP
1519
Triad Wealth Partners
Kansas
$764K +$724K +9,339 New
Welch Group
1520
Welch Group
Alabama
$762K -$32.7K -422 -4%
FFA
1521
Founders Financial Alliance
North Carolina
$760K -$2.33K -30 -0.3%
PSF
1522
Pacific Sun Financial
California
$759K -$2.56K -33 -0.3%
CT
1523
Colonial Trust
South Carolina
$759K +$78 +1 +0%
Annex Advisory Services
1524
Annex Advisory Services
Wisconsin
$755K +$27.2K +351 +4%
PFWA
1525
Paces Ferry Wealth Advisors
Georgia
$754K +$39.2K +505 +6%