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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1851
Southern Capital Advisors
Tennessee
$275K +$52.3K +728 +24%
OWA
1852
One Wealth Advisors
California
$275K – – –
TF
1853
Trek Financial
Arizona
$271K +$26.7K +372 +11%
CFG
1854
Cooper Financial Group
California
$271K -$48.5K -676 -15%
ASW
1855
Astoria Strategic Wealth
Texas
$271K -$3.73K -52 -1%
MFS
1856
Miller Financial Services
Michigan
$271K -$1.15K -16 -0.4%
TWM
1857
Thrive Wealth Management
Pennsylvania
$270K +$1.15K +16 +0.4%
TFA
1858
Toth Financial Advisory
Virginia
$270K +$287 +4 +0.1%
Barclays
1859
Barclays
United Kingdom
$269K – – –
TCM
1860
Traub Capital Management
Massachusetts
$269K +$4.88K +68 +2%
ABTD
1861
Arvest Bank Trust Division
Oklahoma
$269K – – –
JFGLC
1862
Johnson Financial Group LLC (Colorado)
Colorado
$269K +$263K +3,660 New
HIS
1863
Horizon Investment Services
Indiana
$267K +$8.9K +124 +4%
SFG
1864
Sunburst Financial Group
Alabama
$267K -$153K -2,124 -37%
TAM
1865
Townsend Asset Management
North Carolina
$266K +$1.15K +16 +0.4%
WCG
1866
Weaver Consulting Group
California
$266K +$12.4K +172 +5%
FG
1867
Fairman Group
Pennsylvania
$265K -$43.7K -608 -14%
OCM
1868
Orleans Capital Management
Louisiana
$264K -$7.18K -100 -3%
TH
1869
Team Hewins
California
$264K – – –
GWP
1870
Gateway Wealth Partners
Wisconsin
$264K +$258K +3,596 New
CFGSD
1871
Compass Financial Group (South Dakota)
South Dakota
$264K -$6.03K -84 -2%
CA
1872
Calton & Associates
Florida
$264K -$54.3K -756 -17%
PHS
1873
Pekin Hardy Strauss
Illinois
$263K – – –
FAN
1874
Financial Advisors Network
California
$263K – – –
GSB
1875
Greenfield Savings Bank
Massachusetts
$262K -$10.1K -140 -4%