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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OW
1851
Olistico Wealth
Oklahoma
$348K -$2.97K -40 -0.8%
GWAM
1852
Guardian Wealth Advisors (Minnesota)
Minnesota
$347K +$26.2K +352 +8%
MWM
1853
Maripau Wealth Management
Indiana
$347K +$131K +1,764 +57%
OWMIAS
1854
One Wealth Management Investment & Advisory Services
Florida
$345K – – –
YIA
1855
YHB Investment Advisors
Connecticut
$343K – – –
CCM
1856
Cambridge Capital Management
Illinois
$343K -$1.19K -16 -0.3%
SGCA
1857
Steel Grove Capital Advisors
Tennessee
$342K +$354K +4,768 New
PWP
1858
Private Wealth Partners
California
$341K – – –
RPWA
1859
Regent Peak Wealth Advisors
Georgia
$341K -$10.4K -140 -3%
HP
1860
HT Partners
Connecticut
$341K – – –
PCP
1861
Proficio Capital Partners
Massachusetts
$340K -$32.1K -432 -8%
SPW
1862
Sonoma Private Wealth
California
$340K +$5.35K +72 +2%
PHS
1863
Pekin Hardy Strauss
Illinois
$339K +$80.8K +1,088 +30%
CNBTD
1864
Citizens National Bank Trust Department
Mississippi
$338K – – –
FFBTD
1865
First Financial Bank - Trust Division
Ohio
$338K – – –
SFC
1866
SYM Financial Corp
Indiana
$338K – – –
IIM
1867
InTrack Investment Management
Vermont
$338K -$106K -1,420 -23%
MPW
1868
MGO Private Wealth
California
$337K -$2.57M -34,584 -88%
MP
1869
Moment Partners
California
$336K – – –
LFA
1870
Legacy Financial Advisors
Kentucky
$336K -$6.24K -84 -2%
NFG
1871
Northeast Financial Group
Pennsylvania
$335K -$77.3K -1,040 -18%
FWM
1872
Foguth Wealth Management
Michigan
$334K +$1.26M +16,924 New
PP
1873
Prosperity Planning
Missouri
$334K – – –
TWP
1874
Tyche Wealth Partners
Texas
$334K +$83.2K +1,120 +32%
ATS
1875
Ashton Thomas Securities
New York
$333K -$892 -12 -0.3%