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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLII
1651
First Long Island Investors
New York
$235K – – –
NFA
1652
Northwest Financial Advisors
Virginia
$235K +$1.26K +20 +0.6%
RW
1653
Regimen Wealth
Georgia
$234K +$7.53K +120 +4%
PCM
1654
Pennsylvania Capital Management
Pennsylvania
$233K +$251 +4 +0.1%
IF
1655
Intrua Financial
Texas
$233K -$29.1K -464 -12%
MCC
1656
Money Concepts Capital
Florida
$232K -$30.9K -492 -12%
OPCM
1657
Osborne Partners Capital Management
California
$232K -$18.8K -300 -8%
WIP
1658
WealthCare Investment Partners
Rhode Island
$232K -$18.8K -300 -8%
Luther King Capital Management (LKCM)
1659
Luther King Capital Management (LKCM)
Texas
$232K – – –
EFG
1660
Ethos Financial Group
Pennsylvania
$231K +$220K +3,496 New
DP
1661
Divergent Planning
Maryland
$231K – – –
R.M. Davis Inc
1662
R.M. Davis Inc
Maine
$231K +$220K +3,496 New
RWB
1663
RMR Wealth Builders
New Jersey
$230K +$5.78K +92 +3%
GA
1664
Greenspring Advisors
Maryland
$230K – – –
RWA
1665
Rooted Wealth Advisors
Illinois
$230K -$2.4M -38,188 -92%
TC
1666
Trust Company
Kansas
$229K +$5.53K +88 +3%
TWM
1667
Tradition Wealth Management
Minnesota
$229K -$22.9K -364 -9%
BCM
1668
Basso Capital Management
Connecticut
$229K -$316K -5,032 -59%
MBTD
1669
Mechanics Bank - Trust Department
California
$229K – – –
CMP
1670
Courage Miller Partners
Virginia
$228K – – –
DFA
1671
Davies Financial Advisors
California
$228K -$685K -10,904 -76%
SS
1672
Sound Stewardship
Kansas
$228K +$251 +4 +0.1%
PAMG
1673
Patton Albertson Miller Group
Tennessee
$228K – – –
IAMOG
1674
Investors Asset Management of Georgia
Georgia
$228K +$217K +3,456 New
TBC
1675
Ted Buchan & Co
California
$228K – – –