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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1601
Winthrop Capital Management
Indiana
$665K -$38.8K -500 -6%
WAU
1602
Wellington-Altus USA
Manitoba, Canada
$665K -$2.88M -37,125 -94%
FNA
1603
First National Advisers
Nebraska
$664K +$151K +1,946 +31%
SWA
1604
Strategic Wealth Advisors
Arizona
$661K -$549K -7,080 -76%
RFO
1605
RiverGlades Family Offices
Florida
$661K +$636K +8,204 New
SWA
1606
Sightline Wealth Advisors
Connecticut
$661K +$90.5K +1,167 +17%
CIA
1607
Cape Investment Advisory
Georgia
$659K +$14.5K +187 +2%
IJWM
1608
Inman Jager Wealth Management
Mississippi
$658K +$39.1K +504 +7%
AWM
1609
Accel Wealth Management
Iowa
$658K -$1.55K -20 -0.2%
GWA
1610
Geometric Wealth Advisors
District of Columbia
$657K -$155 -2 -0%
AF
1611
Atala Financial
California
$656K – – –
Deutsche Bank
1612
Deutsche Bank
Germany
$656K – – –
AGP
1613
Aspire Growth Partners
Florida
$655K +$30.5K +393 +5%
CFG
1614
Carr Financial Group
Massachusetts
$652K +$66.8K +861 +12%
TCWA
1615
Turtle Creek Wealth Advisors
Texas
$650K -$7.91K -102 -1%
SW
1616
SVB Wealth
Massachusetts
$648K -$30.9K -399 -5%
YIH
1617
Y-Intercept (HK)
Hong Kong
$647K +$163K +2,108 +36%
GA
1618
Greenspring Advisors
Maryland
$646K +$230K +2,962 +59%
SFO
1619
Stokes Family Office
Louisiana
$643K -$22.5K -290 -4%
TA
1620
TFB Advisors
Kansas
$642K -$306K -3,944 -33%
MAM
1621
Marotta Asset Management
Virginia
$641K -$414K -5,336 -40%
EC
1622
EdgeRock Capital
Colorado
$639K – – –
SHIM
1623
Stone House Investment Management
Pennsylvania
$638K +$1.94K +25 +0.3%
AGC
1624
Aspen Grove Capital
Colorado
$635K +$1.47K +19 +0.2%
NA
1625
Nottingham Advisors
New York
$634K -$20.5K -264 -3%