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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1551
Sculati Wealth Management
Michigan
$717K +$693K +8,936 New
SIG
1552
Sargent Investment Group
Maryland
$714K +$25.4K +327 +4%
SWM
1553
Shrier Wealth Management
California
$714K -$24.9K -321 -3%
PWM
1554
Paulson Wealth Management
Illinois
$713K +$5.81K +75 +0.9%
AA
1555
Armis Advisers
Georgia
$711K -$1.4M -18,011 -67%
PPC
1556
Pennington Partners & Co
Maryland
$711K -$200K -2,582 -23%
PWA
1557
Physician Wealth Advisors
Utah
$709K +$52.7K +680 +8%
TNA
1558
True North Advisors
Texas
$709K -$188K -2,422 -22%
MFA
1559
Millington Financial Advisors
Illinois
$707K -$2.04M -26,357 -75%
HA
1560
Huntleigh Advisors
Missouri
$706K +$40.6K +524 +6%
SAM
1561
Sequent Asset Management
Texas
$705K – – –
JFGIW
1562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$704K -$39.7K -512 -6%
VAF
1563
Values Added Financial
District of Columbia
$703K – – –
CMMS
1564
Comprehensive Money Management Services
Florida
$701K -$2.71K -35 -0.4%
BFA
1565
Buttonwood Financial Advisors
Maryland
$700K -$37.5K -484 -5%
AA
1566
Addison Advisors
Vermont
$698K -$1.01M -13,044 -60%
CLIP
1567
Colter Lewis Investment Partners
Connecticut
$697K +$671K +8,656 New
LWM
1568
Luminvest Wealth Management
Arizona
$696K -$105K -1,355 -14%
UW
1569
Unique Wealth
Florida
$695K -$7.75K -100 -1%
SNBOSCI
1570
Security National Bank of Sioux City Iowa
Iowa
$694K +$272K +3,512 +69%
HI
1571
Human Investing
Oregon
$693K -$109K -1,404 -14%
PCA
1572
Purkiss Capital Advisors
Connecticut
$693K – – –
PFT
1573
Providence First Trust
Arizona
$692K +$666K +8,594 New
DWM
1574
DecisionMap Wealth Management
Virginia
$692K -$5.89K -76 -0.9%
KP
1575
Keel Point
Alabama
$691K +$14K +180 +2%