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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1626
Roberts Wealth Advisors
California
$251K
BCA
1627
Ballentine Capital Advisors
South Carolina
$251K -$27.1K -432 -10%
HNWA
1628
Henrickson Nauta Wealth Advisors
Michigan
$251K -$3.27K -52 -1%
TCM
1629
Telos Capital Management
California
$250K +$238K +3,784 New
MCM
1630
Mendel Capital Management
Arkansas
$249K -$20.3K -324 -8%
MWA
1631
MFA Wealth Advisors
Pennsylvania
$246K
CCA
1632
Cobblestone Capital Advisors
New York
$245K
FCC
1633
Flower City Capital
New York
$244K -$60.3K -960 -21%
GSB
1634
Greenfield Savings Bank
Massachusetts
$244K -$24.6K -392 -10%
OWA
1635
One Wealth Advisors
California
$244K
WAM
1636
WealthTrust Asset Management
Florida
$243K -$72.8K -1,160 -24%
FFP
1637
FourThought Financial Partners
Florida
$243K -$753 -12 -0.3%
MAM
1638
McLean Asset Management
Virginia
$242K -$7.53K -120 -3%
Barclays
1639
Barclays
United Kingdom
$242K
LF
1640
Lee Financial
Texas
$242K
Bank of Nova Scotia
1641
Bank of Nova Scotia
Ontario, Canada
$240K
ASW
1642
Astoria Strategic Wealth
Texas
$239K -$12.8K -204 -5%
PWA
1643
Prairie Wealth Advisors
Nebraska
$239K -$37.2K -592 -14%
TWM
1644
Thrive Wealth Management
Pennsylvania
$239K +$1.26K +20 +0.6%
ONSWM
1645
Old North State Wealth Management
North Carolina
$238K +$1.76K +28 +0.8%
TH
1646
Team Hewins
California
$237K
IPA
1647
Investment Planning Advisors
Georgia
$236K
RBFC
1648
Roman Butler Fullerton & Co
Missouri
$236K +$1.51K +24 +0.7%
CG
1649
Corundum Group
Colorado
$235K
FLII
1650
First Long Island Investors
New York
$235K