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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
1851
First Heartland Consultants
Missouri
$227K +$236K +3,512 New
OPCM
1852
Osborne Partners Capital Management
California
$227K -$1.34K -20 -0.6%
TBNY
1853
Trustco Bank (New York)
New York
$226K -$21.7K -324 -8%
GA
1854
Greenspring Advisors
Maryland
$226K – – –
LFA
1855
Legacy Financial Advisors
Kentucky
$225K +$234K +3,488 New
Csenge Advisory Group
1856
Csenge Advisory Group
Florida
$225K -$81.1K -1,208 -25%
BCM
1857
Basso Capital Management
Connecticut
$224K – – –
VBCG
1858
Valley Brook Capital Group
Pennsylvania
$224K -$1.07K -16 -0.5%
PWP
1859
Prasad Wealth Partners
Ohio
$223K +$537 +8 +0.2%
RFA
1860
Register Financial Advisors
Georgia
$223K +$48.9K +728 +27%
EA
1861
Everpar Advisors
Oklahoma
$222K – – –
GF
1862
Gries Financial
Ohio
$222K – – –
PFA
1863
Plotkin Financial Advisors
Maryland
$222K – – –
DP
1864
Divergent Planning
Maryland
$221K -$8.59K -128 -4%
MPM
1865
Meritage Portfolio Management
Kansas
$221K +$805 +12 +0.4%
DWM
1866
Denver Wealth Management
Colorado
$220K +$1.07K +16 +0.5%
SL
1867
Sentry LLC
Tennessee
$220K – – –
LSA
1868
Lansing Street Advisors
Pennsylvania
$219K -$3.22K -48 -1%
OFS
1869
Orrstown Financial Services
Pennsylvania
$219K -$91.3K -1,360 -29%
EFP
1870
Envision Financial Planning
Tennessee
$218K +$268 +4 +0.1%
WGCA
1871
Wolf Group Capital Advisors
Virginia
$217K +$225K +3,356 New
PPW
1872
Pasadena Private Wealth
California
$217K +$225K +3,352 New
VWM
1873
Vermillion Wealth Management
Minnesota
$217K -$537 -8 -0.2%
PAMG
1874
Patton Albertson Miller Group
Tennessee
$216K – – –
Bank of Nova Scotia
1875
Bank of Nova Scotia
Ontario, Canada
$216K -$20.1K -300 -8%