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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMA
1576
Ironwood Wealth Management (Arizona)
Arizona
$283K – – –
TI
1577
tru Independence
Oregon
$283K +$269K +4,288 New
UAG
1578
United Advisor Group
Ohio
$281K +$267K +4,260 New
TWP
1579
Tyche Wealth Partners
Texas
$278K – – –
I
1580
INVST
Indiana
$278K +$49.2K +784 +23%
LT
1581
Legacy Trust
Michigan
$278K – – –
CFGSD
1582
Compass Financial Group (South Dakota)
South Dakota
$277K -$30.4K -484 -10%
EW
1583
Element Wealth
Mississippi
$276K -$1.51K -24 -0.6%
VF
1584
VitalStone Financial
Texas
$276K – – –
CCWM
1585
Correct Capital Wealth Management
Missouri
$275K – – –
HPM
1586
Hoxton Planning & Management
West Virginia
$275K +$261K +4,164 New
WTA
1587
Washington Trust Advisors
Massachusetts
$274K +$251 +4 +0.1%
LIM
1588
Lathrop Investment Management
Arkansas
$274K – – –
CCA
1589
Clearwater Capital Advisors
Illinois
$274K – – –
Zacks Investment Management
1590
Zacks Investment Management
Illinois
$274K +$19.6K +312 +8%
CIA
1591
Cape Investment Advisory
Georgia
$271K +$133K +2,124 +107%
LCWP
1592
Legacy Capital Wealth Partners
Arkansas
$271K -$6.97M -110,992 -83%
EWM
1593
Echo Wealth Management
Minnesota
$270K -$170K -2,712 -40%
Klingman & Associates
1594
Klingman & Associates
New York
$270K – – –
HIA
1595
HTG Investment Advisors
Connecticut
$270K +$14.3K +228 +6%
GEA
1596
Glen Eagle Advisors
New Jersey
$270K -$6.03K -96 -2%
SAM
1597
SignalPoint Asset Management
Missouri
$268K +$25.1K +400 +11%
MGW
1598
MB Generational Wealth
Washington
$268K +$255K +4,060 New
PPW
1599
Presilium Private Wealth
Pennsylvania
$268K – – –
CA
1600
Carson Advisory
Georgia
$267K +$7.03K +112 +3%