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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1601
Advisory Alpha
Michigan
-$708K -11,108 Closed
JSW
1602
Journey Strategic Wealth
New Jersey
-$664K -10,420 Closed
CH
1603
Canton Hathaway
Rhode Island
-$637K -10,000 Closed
Betterment LLC
1604
Betterment LLC
New York
-$559K -8,776 Closed
IFG
1605
Investors Financial Group
Minnesota
-$551K -8,648 Closed
AWE
1606
Avidian Wealth Enterprises
Texas
-$509K -7,984 Closed
PTC
1607
Philadelphia Trust Company
Pennsylvania
-$423K -6,640 Closed
ACM
1608
Arlington Capital Management
Illinois
-$419K -6,576 Closed
PCM
1609
Penn Capital Management
Pennsylvania
-$408K -6,400 Closed
DGI
1610
Disciplined Growth Investors
Minnesota
-$373K -5,856 Closed
CAC
1611
Core Alternative Capital
Georgia
-$357K -5,600 Closed
AWP
1612
Abacus Wealth Partners
California
-$340K -5,344 Closed
SFG
1613
SevenBridge Financial Group
Pennsylvania
-$340K -5,336 Closed
TPA
1614
Trivium Point Advisory
Connecticut
-$328K -5,156 Closed
Kayne Anderson Rudnick Investment Management
1615
Kayne Anderson Rudnick Investment Management
California
-$323K -5,068 Closed
VT
1616
Vise Technologies
New York
-$321K -5,048 Closed
CAP
1617
Columbia Advisory Partners
Washington
-$318K -4,988 Closed
MWAM
1618
Manhattan West Asset Management
California
-$314K -4,932 Closed
AWG
1619
Altus Wealth Group
Colorado
-$297K -4,656 Closed
MCM
1620
Mattern Capital Management
Colorado
-$272K -4,272 Closed
RMAM
1621
Raab & Moskowitz Asset Management
New Jersey
-$270K -4,236 Closed
LCOV
1622
London Company of Virginia
Virginia
-$262K -4,112 Closed
LFA
1623
Legacy Financial Advisors
Kentucky
-$252K -3,964 Closed
CAG
1624
Compass Advisory Group
New York
-$252K -3,960 Closed
MFS
1625
McNamara Financial Services
Massachusetts
-$251K -3,936 Closed