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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1601
Tradition Wealth Management
Minnesota
$232K +$22.4K +368 +11%
GWA
1602
Geometric Wealth Advisors
District of Columbia
$231K +$9.97K +164 +4%
OPCM
1603
Osborne Partners Capital Management
California
$231K +$18.2K +300 +9%
MAM
1604
McLean Asset Management
Virginia
$231K +$7.29K +120 +3%
TBNY
1605
Trustco Bank (New York)
New York
$231K -$243 -4 -0.1%
RWA
1606
Roberts Wealth Advisors
California
$231K
PAG
1607
Powers Advisory Group
Illinois
$231K +$232K +3,812 New
AGWCA
1608
Annis Gardner Whiting Capital Advisors
Florida
$230K
CWM
1609
Cedar Wealth Management
California
$229K -$13.4K -220 -5%
OWA
1610
One Wealth Advisors
California
$226K
MWA
1611
MFA Wealth Advisors
Pennsylvania
$226K
CCA
1612
Cobblestone Capital Advisors
New York
$225K
FFP
1613
FourThought Financial Partners
Florida
$223K
SAM
1614
SignalPoint Asset Management
Missouri
$222K -$14.3K -236 -6%
Barclays
1615
Barclays
United Kingdom
$222K
SGI
1616
Summit Global Investments
Utah
$222K +$223K +3,668 New
LF
1617
Lee Financial
Texas
$222K +$223K +3,664 New
Bank of Nova Scotia
1618
Bank of Nova Scotia
Ontario, Canada
$220K
SFM
1619
Signet Financial Management
New Jersey
$218K -$170K -2,804 -44%
TWM
1620
Thrive Wealth Management
Pennsylvania
$218K
TH
1621
Team Hewins
California
$218K +$218K +3,588 New
EP
1622
Edgestream Partners
New Jersey
$217K +$218K +3,592 New
ONSWM
1623
Old North State Wealth Management
North Carolina
$217K
RVPG
1624
Relative Value Partners Group
$216K -$1.37M -22,564 -86%
LSPW
1625
Lake Street Private Wealth
Illinois
$216K -$62.5K -1,028 -22%