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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1501
Tolleson Wealth Management
Texas
$254K +$18.6K +348 +9%
BC
1502
Barrett & Company
Rhode Island
$254K +$11.1K +208 +5%
PWA
1503
Physician Wealth Advisors
Utah
$254K -$42.7K -800 -15%
WFA
1504
Websterrogers Financial Advisors
South Carolina
$253K -$2.04M -38,144 -90%
DP
1505
Dearborn Partners
Illinois
$253K
WIP
1506
WealthCare Investment Partners
Rhode Island
$252K +$234K +4,372 New
STCOSD
1507
Sageworth Trust Company of South Dakota
South Dakota
$251K
Harris Associates
1508
Harris Associates
Illinois
$251K +$231K +4,316 New
LIM
1509
Lathrop Investment Management
Arkansas
$251K -$25.9K -484 -10%
FLA
1510
Financial Life Advisors
Texas
$250K -$62.6K -1,172 -21%
CWM
1511
CMH Wealth Management
New Hampshire
$250K +$230K +4,296 New
IWMA
1512
Ironwood Wealth Management (Arizona)
Arizona
$249K
BST
1513
Bath Savings Trust
Maine
$249K +$228K +4,276 New
FWI
1514
Facet Wealth Inc
Maryland
$246K +$227K +4,248 New
RPG
1515
Resource Planning Group
Georgia
$246K +$226K +4,224 New
BCA
1516
Ballentine Capital Advisors
South Carolina
$246K +$226K +4,232 New
WPC
1517
Waters Parkerson & Co
Louisiana
$245K
GKWIM
1518
Gerber Kawasaki Wealth & Investment Management
California
$245K +$11.5K +216 +5%
Kayne Anderson Rudnick Investment Management
1519
Kayne Anderson Rudnick Investment Management
California
$244K +$170K +3,184 +317%
FG
1520
Fairman Group
Pennsylvania
$243K +$224K +4,188 New
CAG
1521
Csenge Advisory Group
Florida
$243K +$223K +4,176 New
CCWM
1522
Correct Capital Wealth Management
Missouri
$242K +$223K +4,168 New
CCA
1523
Clearwater Capital Advisors
Illinois
$241K
WTA
1524
Washington Trust Advisors
Massachusetts
$241K -$28.6K -536 -11%
BMM
1525
Buffington Mohr McNeal
Idaho
$241K -$17.5K -328 -7%