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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Klingman & Associates
1826
Klingman & Associates
New York
$262K -$32K -488 -12%
OWA
1827
One Wealth Advisors
California
$262K +$3.15K +48 +1%
ASW
1828
Astoria Strategic Wealth
Texas
$261K -$1.05K -16 -0.4%
WSFG
1829
Wall Street Financial Group
Illinois
$261K +$38.1K +580 +18%
Obermeyer Wealth Partners
1830
Obermeyer Wealth Partners
Colorado
$261K +$245K +3,728 New
VAG
1831
VisionPoint Advisory Group
Texas
$260K +$244K +3,724 New
HWMC
1832
Heritage Wealth Management (California)
California
$260K +$244K +3,712 New
BWG
1833
Balanced Wealth Group
Ohio
$260K -$133K -2,028 -36%
RFA
1834
Register Financial Advisors
Georgia
$259K +$17.3K +264 +8%
GSB
1835
Greenfield Savings Bank
Massachusetts
$259K – – –
MFS
1836
Miller Financial Services
Michigan
$259K – – –
OCM
1837
Orleans Capital Management
Louisiana
$259K +$243K +3,700 New
CPA
1838
Capital Performance Advisors
California
$258K -$17.3K -264 -7%
CFGSD
1839
Compass Financial Group (South Dakota)
South Dakota
$258K -$22.3K -340 -8%
TFA
1840
Toth Financial Advisory
Virginia
$257K -$16.8K -256 -7%
Barclays
1841
Barclays
United Kingdom
$257K – – –
TWM
1842
Thrive Wealth Management
Pennsylvania
$256K +$525 +8 +0.2%
ABTD
1843
Arvest Bank Trust Division
Oklahoma
$256K – – –
NCM
1844
Noesis Capital Mangement
Florida
$256K +$31K +472 +15%
TWP
1845
Tyche Wealth Partners
Texas
$256K – – –
CPA
1846
Cathy Pareto & Associates
Florida
$256K +$9.19K +140 +4%
TAM
1847
Townsend Asset Management
North Carolina
$253K -$12.9K -196 -5%
TCM
1848
Traub Capital Management
Massachusetts
$252K +$236K +3,600 New
TH
1849
Team Hewins
California
$252K – – –
AWP
1850
Axis Wealth Partners
Rhode Island
$251K -$34.4K -524 -13%