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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
1676
Private Capital Management (Colorado)
Colorado
$172K -$105K -1,776 -39%
HC
1677
Hoese & Co
Minnesota
$168K
GI
1678
Gradient Investments
Minnesota
$168K +$709 +12 +0.4%
RA
1679
Rise Advisors
New York
$164K +$709 +12 +0.5%
KFI
1680
Key Financial Inc
Pennsylvania
$164K +$15.4K +260 +11%
MFA
1681
Morling Financial Advisors
California
$163K -$3.55K -60 -2%
TH
1682
TCTC Holdings
Texas
$159K +$3.78K +64 +3%
RFA
1683
Register Financial Advisors
Georgia
$158K +$13.2K +224 +10%
IF
1684
Integrity Financial
Wyoming
$158K +$27.7K +468 +23%
RLIM
1685
Red Lighthouse Investment Management
New York
$156K
CWM
1686
Compass Wealth Management
Connecticut
$154K
VAG
1687
VisionPoint Advisory Group
Texas
$153K +$14.4K +244 +11%
CPG
1688
Cornerstone Planning Group
New Jersey
$150K -$43.3K -732 -23%
MA
1689
MCF Advisors
Kentucky
$149K -$2.36K -40 -2%
BCM
1690
Birch Capital Management
Texas
$142K +$66K +1,116 +96%
PP
1691
PrairieView Partners
Minnesota
$142K
CIA
1692
Cape Investment Advisory
Georgia
$140K +$2.13K +36 +2%
PP
1693
Pacifica Partners
Canada
$136K +$236 +4 +0.2%
TF
1694
Tompkins Financial
New York
$136K -$22.9K -388 -15%
VWM
1695
Venturi Wealth Management
Texas
$135K
SC
1696
Solstein Capital
California
$134K
BL
1697
BFSG LLC
California
$134K -$43.3K -732 -25%
MFF
1698
Mango Five Family
Nevada
$134K
SS
1699
Sunbelt Securities
Texas
$132K +$24.8K +420 +25%
CPA
1700
Cardiff Park Advisors
California
$129K +$473 +8 +0.4%