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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGP
1601
Aspire Growth Partners
Florida
$366K +$21.7K +324 +6%
BWG
1602
Balanced Wealth Group
Ohio
$366K -$43.8K -652 -10%
CIA
1603
Cape Investment Advisory
Georgia
$365K +$14K +208 +4%
EA
1604
Evolution Advisers
Virginia
$365K +$348K +5,188 +1,099%
M
1605
MYeCFO
California
$365K +$5.37K +80 +1%
CPA
1606
Compass Planning Associates
Massachusetts
$364K +$27.1K +404 +8%
Smith Salley Wealth Management
1607
Smith Salley Wealth Management
North Carolina
$364K +$29.3K +436 +8%
Bogart Wealth LLC
1608
Bogart Wealth LLC
Virginia
$363K +$8.32K +124 +2%
MCG
1609
McCollum Christoferson Group
New York
$363K -$1.34K -20 -0.4%
PW
1610
Potentia Wealth
California
$362K – – –
EWM
1611
EPG Wealth Management
Georgia
$361K – – –
LTL
1612
Lowery Thomas LLC
California
$361K +$1.88K +28 +0.5%
AWA
1613
Aletheian Wealth Advisors
Washington
$361K – – –
CPC
1614
CFC Planning Company
Indiana
$361K +$537 +8 +0.1%
Burney Company
1615
Burney Company
Virginia
$361K +$74.9K +1,116 +25%
SFG
1616
Sunburst Financial Group
Alabama
$359K – – –
PCG
1617
Prosperity Consulting Group
Maryland
$359K -$6.98K -104 -2%
RCM
1618
Radnor Capital Management
Pennsylvania
$359K +$142K +2,112 +61%
GFL
1619
Granite FO LLC
New Hampshire
$358K – – –
FNBOMD
1620
First National Bank of Mount Dora
Florida
$357K – – –
VNA
1621
Valley National Advisers
Pennsylvania
$357K – – –
LSIA
1622
LaSalle St. Investment Advisors
Illinois
$357K +$138K +2,056 +59%
AWA
1623
Alta Wealth Advisors
Massachusetts
$356K +$805 +12 +0.2%
CSC
1624
Caldwell Sutter Capital
California
$355K +$805 +12 +0.2%
1SB
1625
1ST Source Bank
Indiana
$355K -$2.68K -40 -0.7%