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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1626
DGS Capital Management
New Jersey
$354K -$141K -2,108 -28%
VCM
1627
Virtue Capital Management
Tennessee
$354K +$368K +5,480 New
FFWA
1628
FRG Family Wealth Advisors
Washington
$354K – – –
FAT
1629
First American Trust
California
$354K +$22.8K +340 +7%
Diversify Advisory Services
1630
Diversify Advisory Services
Utah
$353K -$315K -4,692 -46%
IAG
1631
Ipsen Advisor Group
Arkansas
$353K +$1.61K +24 +0.4%
LFA
1632
LifeGuide Financial Advisors
Pennsylvania
$353K – – –
C1AG
1633
Client 1st Advisory Group
Florida
$351K – – –
PCM
1634
Penn Capital Management
Pennsylvania
$351K +$20.9K +312 +6%
AWM
1635
Aberdeen Wealth Management
Illinois
$350K +$329K +4,900 +942%
Chicago Capital
1636
Chicago Capital
Illinois
$349K -$58.5K -872 -14%
WF
1637
Wayfinding Financial
Washington
$349K -$60.9K -908 -14%
Allspring Global Investments
1638
Allspring Global Investments
North Carolina
$349K +$229K +3,412 +176%
SWM
1639
Silverlake Wealth Management
Vermont
$349K +$9.66K +144 +3%
OWMIAS
1640
One Wealth Management Investment & Advisory Services
Florida
$348K – – –
WIM
1641
Westside Investment Management
California
$347K +$29.5K +440 +9%
CCA
1642
Cobblestone Capital Advisors
New York
$347K -$220K -3,276 -38%
RMP
1643
Richards, Merrill & Peterson
Washington
$345K +$10.7K +160 +3%
PRI
1644
Prepared Retirement Institute
Pennsylvania
$344K – – –
RPWA
1645
Regent Peak Wealth Advisors
Georgia
$343K -$20.9K -312 -6%
JWS
1646
Juncture Wealth Strategies
Arizona
$341K -$13.7K -204 -4%
WMS
1647
Wealth Management Strategies
Pennsylvania
$341K +$1.61K +24 +0.5%
CW
1648
Code Waechter
Florida
$341K +$354K +5,272 New
Invesco
1649
Invesco
Georgia
$339K -$10.2K -152 -3%
AWM
1650
Avaii Wealth Management
Wisconsin
$338K – – –