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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1851
Trellis Advisors
Washington
– -$772K -14,832 Closed
CWA
1852
Clearview Wealth Advisors
Oregon
– -$749K -14,384 Closed
DI
1853
DAGCO Inc
Ohio
– -$818K -13,916 Closed
CF
1854
Cantor Fitzgerald
New York
– -$610K -11,720 Closed
DIA
1855
Davidson Investment Advisors
Montana
– -$458K -8,800 Closed
APCM
1856
Alaska Permanent Capital Management
Alaska
– -$437K -8,400 Closed
IAS
1857
Insigneo Advisory Services
Florida
– -$434K -8,344 Closed
JDR
1858
Jay D. Rosenbaum
– -$367K -7,044 Closed
ECG
1859
EPIQ Capital Group
California
– -$349K -6,708 Closed
CW
1860
CIC Wealth
Maryland
– -$324K -6,220 Closed
SCM
1861
Stordahl Capital Management
Colorado
– -$314K -6,024 Closed
LNWTC
1862
Laird Norton Wetherby Trust Company
Washington
– -$308K -5,924 Closed
CIAS
1863
CFS Investment Advisory Services
New Jersey
– -$278K -5,348 Closed
HVP
1864
Hudson Value Partners
Florida
– -$272K -5,228 Closed
CAM
1865
Concorde Asset Management
Michigan
– -$268K -5,144 Closed
RBFC
1866
Roman Butler Fullerton & Co
Missouri
– -$263K -5,100 Closed
DSN
1867
D. Scott Neal
Kentucky
– -$255K -4,904 Closed
FWM
1868
Fairhaven Wealth Management
Illinois
– -$255K -4,904 Closed
CWA
1869
Canvas Wealth Advisors
Kansas
– -$238K -4,732 Closed
PRS
1870
Pinkerton Retirement Specialists
Idaho
– -$243K -4,664 Closed
HS
1871
Horan Securities
United States
– -$243K -4,660 Closed
BWP
1872
Balboa Wealth Partners
Arizona
– -$238K -4,580 Closed
AFA
1873
Atlas Financial Advisors
California
– -$234K -4,496 Closed
AFG
1874
ABLE Financial Group
Arizona
– -$220K -4,220 Closed
PCM
1875
Presidio Capital Management
California
– -$217K -4,160 Closed