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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1751
Calton & Associates
Florida
$304K +$32.6K +496 +13%
Qube Research & Technologies (QRT)
1752
Qube Research & Technologies (QRT)
United Kingdom
$304K -$348K -5,304 -55%
SM
1753
Sensible Money
Arizona
$304K
TFP
1754
Tilia Fiduciary Partners
North Carolina
$304K +$20.7K +316 +8%
PAM
1755
PCG Asset Management
New Jersey
$303K +$4.46K +68 +2%
LWP
1756
LMG Wealth Partners
Louisiana
$303K +$284K +4,328 New
DP
1757
Dearborn Partners
Illinois
$302K +$3.94K +60 +1%
STCOSD
1758
Sageworth Trust Company of South Dakota
South Dakota
$302K
CWS
1759
Confluence Wealth Services
Pennsylvania
$299K +$281K +4,280 New
MAM
1760
McLean Asset Management
Virginia
$297K
PPW
1761
Parcion Private Wealth
Washington
$296K
CFGA
1762
Cambridge Financial Group (Arizona)
Arizona
$296K +$1.31K +20 +0.5%
PIWA
1763
Prevail Innovative Wealth Advisors
Kansas
$296K +$278K +4,232 New
SIAG
1764
Safeguard Investment Advisory Group
California
$295K +$263 +4 +0.1%
FG
1765
Fairman Group
Pennsylvania
$295K -$51.5K -784 -16%
EW
1766
Element Wealth
Mississippi
$294K
IAS
1767
Insigneo Advisory Services
Florida
$293K
SPW
1768
Sonoma Private Wealth
California
$292K
CAM
1769
Creekmur Asset Management
Illinois
$292K +$66.4K +1,012 +32%
CCWM
1770
Correct Capital Wealth Management
Missouri
$292K
AIA
1771
Arcadia Investment Advisors
Idaho
$292K +$271K +4,124 +9,373%
HPM
1772
Hoxton Planning & Management
West Virginia
$291K -$14.7K -224 -5%
EFG
1773
Embree Financial Group
Illinois
$290K
RMAM
1774
Raab & Moskowitz Asset Management
New Jersey
$289K +$4.99K +76 +2%
LIM
1775
Lathrop Investment Management
Arkansas
$288K +$9.71K +148 +4%