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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIWM
1826
Long Island Wealth Management
New York
$230K +$237K +3,492 New
VBCG
1827
Valley Brook Capital Group
Pennsylvania
$230K +$4.07K +60 +2%
DP
1828
Divergent Planning
Maryland
$230K – – –
TC
1829
Trust Company
Kansas
$229K – – –
TWM
1830
Tradition Wealth Management
Minnesota
$229K +$272 +4 +0.1%
IF
1831
Intrua Financial
Texas
$229K -$3.53K -52 -1%
BCM
1832
Basso Capital Management
Connecticut
$229K – – –
AFA
1833
Atlas Financial Advisors
California
$229K +$235K +3,468 New
LSIA
1834
LaSalle St. Investment Advisors
Illinois
$229K +$27.2K +400 +13%
WIP
1835
WealthCare Investment Partners
Rhode Island
$229K -$5.7K -84 -2%
CMP
1836
Courage Miller Partners
Virginia
$229K – – –
TBC
1837
Ted Buchan & Co
California
$228K – – –
PWP
1838
Prasad Wealth Partners
Ohio
$227K +$234K +3,444 New
RCM
1839
Radnor Capital Management
Pennsylvania
$227K – – –
EA
1840
Everpar Advisors
Oklahoma
$227K +$6.79K +100 +3%
LSA
1841
Lansing Street Advisors
Pennsylvania
$227K +$272 +4 +0.1%
GF
1842
Gries Financial
Ohio
$227K – – –
PFA
1843
Plotkin Financial Advisors
Maryland
$226K – – –
TCM
1844
Telos Capital Management
California
$226K -$24.4K -360 -10%
GAMMA Investing
1845
GAMMA Investing
California
$226K +$78.2K +1,152 +51%
ECG
1846
EPIQ Capital Group
California
$226K +$815 +12 +0.4%
PA
1847
Probity Advisors
Texas
$225K -$107K -1,580 -32%
MPM
1848
Meritage Portfolio Management
Kansas
$225K +$543 +8 +0.2%
TF
1849
Trek Financial
Arizona
$225K +$231K +3,400 New
SL
1850
Sentry LLC
Tennessee
$225K – – –