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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
1601
Juncture Wealth Strategies
Arizona
$362K +$372K +5,484 New
FFWA
1602
FRG Family Wealth Advisors
Washington
$362K
LFA
1603
LifeGuide Financial Advisors
Pennsylvania
$360K
IAG
1604
Ipsen Advisor Group
Arkansas
$359K +$369K +5,440 New
CIA
1605
Cape Investment Advisory
Georgia
$359K +$89.6K +1,320 +32%
C1AG
1606
Client 1st Advisory Group
Florida
$359K
NSIM
1607
North Star Investment Management
Illinois
$359K +$8.96K +132 +2%
KOMWMG
1608
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$359K +$272 +4 +0.1%
SWP
1609
Strategic Wealth Partners
Ohio
$357K +$50K +736 +17%
CT
1610
Clearstead Trust
Maine
$357K
VC
1611
Vestor Capital
Illinois
$357K
Invesco
1612
Invesco
Georgia
$356K -$46.2K -680 -11%
OWMIAS
1613
One Wealth Management Investment & Advisory Services
Florida
$356K -$1.63K -24 -0.4%
CA
1614
CGN Advisors
Kansas
$356K -$95.6K -1,408 -21%
GS
1615
GWN Securities
Florida
$354K +$359K +5,284 New
MAA
1616
Matrix Asset Advisors
New York
$352K +$93.1K +1,372 +35%
PRI
1617
Prepared Retirement Institute
Pennsylvania
$351K +$272 +4 +0.1%
LCWP
1618
Legacy Capital Wealth Partners
Arkansas
$350K +$246K +3,628 +16%
AGP
1619
Aspire Growth Partners
Florida
$350K +$360K +5,300 New
FBC
1620
Fairfield, Bush & Co
Connecticut
$348K
WMS
1621
Wealth Management Strategies
Pennsylvania
$347K +$357K +5,256 New
CWMGO
1622
Capstone Wealth Management Group (Oregon)
Oregon
$347K +$357K +5,252 New
SWM
1623
Silverlake Wealth Management
Vermont
$347K -$166K -2,444 -32%
GWM
1624
Gibbs Wealth Management
Georgia
$346K +$50.5K +744 +17%
CPA
1625
Compass Planning Associates
Massachusetts
$345K +$355K +5,228 New