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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1676
Broadwater Capital
Massachusetts
$96.5K +$88.7K +1,660 New
TAM
1677
Tucker Asset Management
Colorado
$96.3K -$4.92K -92 -5%
DF
1678
DecisionPoint Financial
Arizona
$94.5K +$38.7K +724 +80%
PWM
1679
Partnership Wealth Management
Maryland
$93.5K +$87.2K +1,632 New
LFASL
1680
Lugano Financial Advisors SA (LFA)
Switzerland
$93.1K -$85.5K -1,600 -50%
CAS
1681
Coppell Advisory Solutions
Texas
$89.1K -$903K -16,908 -92%
FRA
1682
Front Row Advisors
California
$85.1K
VNIM
1683
Vaughan Nelson Investment Management
Texas
$83K
FCT
1684
First Community Trust
Iowa
$82.1K -$1.5K -28 -2%
TIM
1685
Tortoise Investment Management
New York
$81.9K +$43K +804 +133%
BLC
1686
Brown, Lisle/Cummings
Rhode Island
$79.6K
IPW
1687
Impact Partnership Wealth
Georgia
$78.2K -$9.32M -174,396 -99%
FA
1688
Faithward Advisors
Pennsylvania
$77.9K +$2.78K +52 +4%
RG
1689
Retirement Group
California
$74.6K -$11.5K -216 -14%
BHWM
1690
Beaird Harris Wealth Management
Texas
$73K
AFWM
1691
Abich Financial Wealth Management
Virginia
$72.8K +$66.9K +1,252 New
CB
1692
Centennial Bank
Arkansas
$72.1K
VC
1693
Vestor Capital
Illinois
$72K -$192K -3,596 -74%
BL
1694
Balentine LLC
Georgia
$71K
EPW
1695
Evergreen Private Wealth
Colorado
$70.7K +$65K +1,216 New
FCMT
1696
Founders Capital Management (Texas)
Texas
$70.5K
TWP
1697
TFO Wealth Partners
Ohio
$69.8K -$29.9K -560 -32%
MIM
1698
Macroview Investment Management
Maryland
$69.8K +$63.5K +1,188 +9,900%
MFC
1699
Morris Financial Concepts
South Carolina
$69.6K
MCA
1700
Maryland Capital Advisors
Maryland
$69.1K