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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MS
1526
Monetary Solutions
Ohio
$754K +$141K +1,820 +24%
APP
1527
Avantax Planning Partners
Iowa
$753K -$110K -1,416 -13%
SBF
1528
Sara-Bay Financial
Florida
$751K +$31.5K +406 +5%
LW
1529
Livet Wealth
Utah
$750K -$6.75K -87 -0.9%
SA
1530
Sonoma Allocations
California
$748K -$310 -4 -0%
BIG
1531
Brookwood Investment Group
Arizona
$748K -$183K -2,364 -20%
NA
1532
Networth Advisors
Pennsylvania
$747K +$713K +9,193 +12,096%
FIB
1533
First Interstate Bank
Montana
$746K -$15.7K -203 -2%
TNB
1534
Thomasville National Bank
Georgia
$745K +$717K +9,247 New
RI
1535
Rinkey Investments
California
$744K – – –
PWPS
1536
Pinnacle Wealth Planning Services
Ohio
$742K -$5.58K -72 -0.8%
FWA
1537
FSM Wealth Advisors
Ohio
$739K +$1.4K +18 +0.2%
BCMLT
1538
Beacon Capital Management LLC (Tennessee)
Tennessee
$738K +$543 +7 +0.1%
PAM
1539
Palisade Asset Management
Minnesota
$737K +$388 +5 +0.1%
BW
1540
BIP Wealth
Georgia
$737K +$96.1K +1,240 +16%
SAM
1541
Smithbridge Asset Management
Pennsylvania
$736K -$1.32M -16,992 -65%
NSIM
1542
North Star Investment Management
Illinois
$734K +$465 +6 +0.1%
NWM
1543
Nolet Wealth Management
Texas
$725K – – –
HHAA
1544
Henry H. Armstrong Associates
Pennsylvania
$724K – – –
PEA
1545
Park Edge Advisors
Ohio
$724K +$388 +5 +0.1%
OAS
1546
Optivise Advisory Services
Tennessee
$723K +$74.6K +962 +12%
PAG
1547
Private Advisory Group
Washington
$723K -$45.6K -588 -6%
MCM
1548
Mengis Capital Management
Oregon
$722K +$54.2K +699 +8%
XT
1549
XTX Topco
Cayman Islands
$719K +$449K +5,791 +185%
BB
1550
Busey Bank
Illinois
$718K +$5.27K +68 +0.8%