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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Trexquant Investment
1651
Trexquant Investment
Connecticut
$337K +$350K +5,220 New
Susquehanna International Group
1652
Susquehanna International Group
Pennsylvania
$336K +$349K +5,200 New
TWA
1653
Trace Wealth Advisors
California
$336K – – –
FWP
1654
Falcon Wealth Planning
California
$335K -$128K -1,908 -27%
HWP
1655
Hibernia Wealth Partners
Louisiana
$335K +$5.37K +80 +2%
WJA
1656
Willis Johnson & Associates
Texas
$335K -$21.5K -320 -6%
VC
1657
Vestor Capital
Illinois
$334K -$16.1K -240 -4%
SFS
1658
Strategic Financial Services
New York
$334K -$67.1K -1,000 -16%
PCA
1659
Providence Capital Advisors
North Carolina
$333K +$17.4K +260 +5%
KW
1660
KWB Wealth
California
$333K -$805 -12 -0.2%
MWP
1661
Madison Wealth Partners
Wisconsin
$332K -$268 -4 -0.1%
MCM
1662
Morton Capital Management
California
$332K – – –
Donaldson Capital Management
1663
Donaldson Capital Management
Indiana
$331K +$344K +5,124 New
AWAG
1664
ARS Wealth Advisors Group
Florida
$331K +$27.1K +404 +9%
UW
1665
Unique Wealth
Florida
$329K +$14.5K +216 +4%
SFA
1666
Seneca Financial Advisors
New York
$328K – – –
FG
1667
Fairman Group
Pennsylvania
$327K +$1.34K +20 +0.4%
D
1668
Dentgroup
Louisiana
$327K – – –
MWG
1669
Martin Worley Group
Utah
$327K +$7.79K +116 +2%
WPP
1670
Whalerock Point Partners
Rhode Island
$325K – – –
GF
1671
Gimbal Financial
Indiana
$324K – – –
NW
1672
Naviter Wealth
Arkansas
$323K -$268 -4 -0.1%
DJYG
1673
David J. Yvars Group
Florida
$321K – – –
BWA
1674
Bordeaux Wealth Advisors
California
$321K +$17.2K +256 +5%
CWMGO
1675
Capstone Wealth Management Group (Oregon)
Oregon
$321K -$19.3K -288 -5%