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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1526
Topsail Wealth Management
North Carolina
$625K
SW
1527
SVB Wealth
Massachusetts
$622K -$312K -4,292 -33%
CGPCS
1528
Capital Group Private Client Services
California
$621K +$9.6K +132 +2%
SIG
1529
Sargent Investment Group
Maryland
$619K +$621K +8,532 New
GSIS
1530
Global Strategic Investment Solutions
Arizona
$617K +$873 +12 +0.1%
PFWA
1531
Paces Ferry Wealth Advisors
Georgia
$615K
AIFAIM
1532
American Institute for Advanced Investment Management
Arizona
$612K -$159K -2,192 -21%
PCM
1533
Prospera Capital Management
Arizona
$611K
BWM
1534
Baron Wealth Management
Michigan
$611K -$92.5K -1,272 -13%
CFAM
1535
Center For Asset Management
Florida
$610K +$23.3K +320 +4%
TP
1536
Thayer Partners
Pennsylvania
$608K +$610K +8,380 New
MPI
1537
Mairs & Power Inc
Minnesota
$608K +$281K +3,868 +86%
PCM
1538
Park Capital Management
Wisconsin
$607K -$11.6K -160 -2%
LWM
1539
Lodestone Wealth Management
Washington
$605K +$2.91K +40 +0.5%
UIM
1540
Unified Investment Management
Georgia
$604K
HSBC Holdings
1541
HSBC Holdings
United Kingdom
$604K +$605K +8,320 New
TPI
1542
Trust Point Inc
Wisconsin
$603K -$55.3K -760 -8%
NPFS
1543
Novak & Powell Financial Services
Florida
$603K -$2.62K -36 -0.4%
HI
1544
Human Investing
Oregon
$602K +$81.2K +1,116 +16%
GWM
1545
GSB Wealth Management
Connecticut
$602K +$6.4K +88 +1%
MCM
1546
Mengis Capital Management
Oregon
$599K +$58.2K +800 +11%
MAG
1547
Mayfair Advisory Group
Alabama
$598K
EPP
1548
ETF Portfolio Partners
Kansas
$597K
FA
1549
FC Advisory
Pennsylvania
$595K +$17.7K +244 +3%
NA
1550
Nottingham Advisors
New York
$595K -$43.6K -600 -7%