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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1801
Opal Wealth Advisors
New York
$244K +$29.6K +436 +13%
CPA
1802
Capital Performance Advisors
California
$243K +$46.7K +688 +23%
MAM
1803
McLean Asset Management
Virginia
$243K – – –
FWA
1804
FSM Wealth Advisors
Ohio
$242K +$34.8K +512 +17%
FNA
1805
First National Advisers
Nebraska
$242K -$22.5K -332 -8%
Barclays
1806
Barclays
United Kingdom
$242K – – –
Bank of Nova Scotia
1807
Bank of Nova Scotia
Ontario, Canada
$240K – – –
PWA
1808
Prairie Wealth Advisors
Nebraska
$240K +$815 +12 +0.3%
TWM
1809
Thrive Wealth Management
Pennsylvania
$240K +$815 +12 +0.3%
ASW
1810
Astoria Strategic Wealth
Texas
$240K – – –
ONSWM
1811
Old North State Wealth Management
North Carolina
$239K +$1.09K +16 +0.4%
MFG
1812
Midwest Financial Group
Kansas
$239K +$24.7K +364 +11%
Eastern Bank
1813
Eastern Bank
Massachusetts
$237K +$10.6K +156 +5%
TH
1814
Team Hewins
California
$237K – – –
Vise Technologies
1815
Vise Technologies
New York
$236K +$243K +3,580 New
NFA
1816
Northwest Financial Advisors
Virginia
$236K +$815 +12 +0.3%
CG
1817
Corundum Group
Colorado
$235K – – –
FLII
1818
First Long Island Investors
New York
$235K – – –
RWB
1819
RMR Wealth Builders
New Jersey
$233K +$1.9K +28 +0.8%
I
1820
INVST
Indiana
$233K -$46.7K -688 -16%
OPCM
1821
Osborne Partners Capital Management
California
$233K – – –
RW
1822
Regimen Wealth
Georgia
$231K -$2.44K -36 -1%
CPA
1823
Cathy Pareto & Associates
Florida
$231K +$237K +3,496 New
GA
1824
Greenspring Advisors
Maryland
$231K – – –
Luther King Capital Management (LKCM)
1825
Luther King Capital Management (LKCM)
Texas
$231K – – –