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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
1576
Transform Wealth
Colorado
$389K -$12.1K -180 -3%
AWA
1577
Aaron Wealth Advisors
Illinois
$388K -$537 -8 -0.1%
FFA
1578
Frazier Financial Advisors
Ohio
$387K +$296K +4,408 +279%
AFM
1579
Armstrong Fleming & Moore
District of Columbia
$387K +$401K +5,980 New
SDH
1580
Sloy Dahl & Holst
Washington
$386K -$46.2K -688 -10%
MAA
1581
Matrix Asset Advisors
New York
$384K +$40.5K +604 +11%
SWM
1582
Stockman Wealth Management
Montana
$384K +$13.7K +204 +4%
MC
1583
Mathes Company
New York
$383K -$44.8K -668 -10%
MCA
1584
Midwest Capital Advisors
Michigan
$382K -$80.3K -1,196 -17%
NWMG
1585
National Wealth Management Group
Ohio
$382K +$10.7K +160 +3%
HCP
1586
Hardin Capital Partners
South Carolina
$381K – – –
VWM
1587
Venturi Wealth Management
Texas
$379K +$193K +2,876 +96%
BOSSRA
1588
B.O.S.S. Retirement Advisors
Utah
$378K +$392K +5,848 New
WF
1589
Womack Financial
Texas
$377K -$62.8K -936 -14%
AMCA
1590
Arthur M. Cohen & Associates
Illinois
$375K – – –
CWA
1591
Canvas Wealth Advisors
Kansas
$375K +$29.3K +436 +8%
SB
1592
Sunflower Bank
Texas
$375K – – –
PCM
1593
Pennsylvania Capital Management
Pennsylvania
$374K +$96.1K +1,432 +33%
Harel Insurance Investments & Financial Services
1594
Harel Insurance Investments & Financial Services
Israel
$373K +$387K +5,772 New
OCG
1595
Opus Capital Group
Ohio
$371K +$385K +5,732 New
IF
1596
Integrity Financial
Wyoming
$371K +$83.5K +1,244 +28%
TVWM
1597
Tower View Wealth Management
Wisconsin
$369K +$1.88K +28 +0.5%
GWM
1598
Gibbs Wealth Management
Georgia
$367K +$29.3K +436 +8%
VWA
1599
VERITY Wealth Advisors
United States
$366K -$22K -328 -5%
Vestmark Advisory Solutions
1600
Vestmark Advisory Solutions
Massachusetts
$366K +$380K +5,664 New