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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EL
1701
Essex LLC
Illinois
$217K +$206K +3,284 New
OWA
1702
Opal Wealth Advisors
New York
$215K -$502 -8 -0.2%
TNA
1703
True North Advisors
Texas
$215K +$204K +3,256 New
MFG
1704
Midwest Financial Group
Kansas
$214K +$204K +3,248 New
PCM
1705
Penn Capital Management
Pennsylvania
$214K -$116K -1,852 -36%
SIAG
1706
Safeguard Investment Advisory Group
California
$213K +$203K +3,236 New
MC
1707
Middleton & Co
Massachusetts
$213K -$6.28K -100 -3%
CYG
1708
Clean Yield Group
Vermont
$213K – – –
MM
1709
Main Management
California
$213K – – –
SWP
1710
ShoreHaven Wealth Partners
New Jersey
$213K +$203K +3,228 New
HA
1711
HFG Advisors
Ohio
$212K +$202K +3,212 New
SRA
1712
Secured Retirement Advisors
Minnesota
$211K +$201K +3,204 New
LFASL
1713
Lugano Financial Advisors SA (LFA)
Switzerland
$211K – – –
BAM
1714
Bosun Asset Management
Illinois
$211K +$201K +3,200 New
CMBA
1715
C.M. Bidwell & Associates
Hawaii
$211K – – –
Members Trust
1716
Members Trust
Florida
$209K -$20.8K -332 -9%
CWM
1717
Campbell Wealth Management
Virginia
$208K +$198K +3,152 New
QC
1718
Quent Capital
New York
$207K +$197K +3,136 New
CW
1719
CIC Wealth
Maryland
$207K +$197K +3,132 New
PCG
1720
Prosperity Consulting Group
Maryland
$206K +$196K +3,128 New
RCM
1721
Richardson Capital Management
Wisconsin
$206K -$2.26K -36 -1%
FTA
1722
Financial & Tax Architects
Missouri
$206K +$196K +3,120 New
Braun Stacey Associates
1723
Braun Stacey Associates
New York
$206K +$196K +3,120 New
DFA
1724
DHJJ Financial Advisors
Illinois
$206K – – –
Clark Capital Management Group
1725
Clark Capital Management Group
Pennsylvania
$206K +$196K +3,116 New