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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1701
Compass Wealth Management
Connecticut
$149K
NMG
1702
New Millennium Group
Utah
$148K +$149K +2,444 New
CPG
1703
Cornerstone Planning Group
New Jersey
$146K -$1.95K -32 -1%
RFA
1704
Register Financial Advisors
Georgia
$145K -$8.51K -140 -6%
MA
1705
MCF Advisors
Kentucky
$145K -$243 -4 -0.2%
GI
1706
Gradient Investments
Minnesota
$145K -$18.5K -304 -11%
MIM
1707
MTM Investment Management
South Carolina
$142K +$90.4K +1,488 +175%
BCM
1708
Birch Capital Management
Texas
$138K
PP
1709
PrairieView Partners
Minnesota
$136K
PA
1710
Pineridge Advisors
Missouri
$135K +$119K +1,964 +722%
PP
1711
Pacifica Partners
Canada
$134K +$243 +4 +0.2%
TF
1712
Tompkins Financial
New York
$131K
VWM
1713
Venturi Wealth Management
Texas
$131K
SC
1714
Solstein Capital
California
$130K
BL
1715
BFSG LLC
California
$130K -$243 -4 -0.2%
CPA
1716
Cardiff Park Advisors
California
$128K +$3.89K +64 +3%
MWP
1717
MYCIO Wealth Partners
Pennsylvania
$123K
CIA
1718
Cape Investment Advisory
Georgia
$121K -$15.3K -252 -11%
RFS
1719
Richardson Financial Services
Massachusetts
$120K -$486 -8 -0.4%
MLA
1720
MB, Levis & Associates
Pennsylvania
$119K
IFS
1721
Intelligent Financial Strategies
Minnesota
$118K
LB
1722
Legacy Bridge
Iowa
$118K
Allspring Global Investments
1723
Allspring Global Investments
North Carolina
$117K +$118K +1,940 New
CPA
1724
Clear Point Advisors
New York
$112K
BIA
1725
Bell Investment Advisors
California
$109K -$2.67K -44 -2%