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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
1876
Middleton & Co
Massachusetts
$214K – – –
RFA
1877
ROI Financial Advisors
Oregon
$214K -$10.9K -160 -5%
SWP
1878
ShoreHaven Wealth Partners
New Jersey
$213K – – –
MM
1879
Main Management
California
$213K – – –
HA
1880
HFG Advisors
Ohio
$212K – – –
SRA
1881
Secured Retirement Advisors
Minnesota
$212K – – –
BAM
1882
Bosun Asset Management
Illinois
$211K – – –
LFASL
1883
Lugano Financial Advisors SA (LFA)
Switzerland
$211K – – –
FA
1884
Fedenia Advisers
Wisconsin
$211K +$217K +3,200 New
WI
1885
Wintrust Investments
Illinois
$211K +$34.2K +504 +19%
TA
1886
TKG Advisors
Indiana
$211K – – –
IWM
1887
Integris Wealth Management
California
$210K +$216K +3,184 New
SWM
1888
Sugarloaf Wealth Management
Georgia
$210K +$20.1K +296 +10%
SXL
1889
Summit X LLC
Missouri
$209K +$215K +3,172 New
AWA
1890
Aquire Wealth Advisors
Utah
$209K +$215K +3,168 New
CWM
1891
Campbell Wealth Management
Virginia
$208K – – –
AC
1892
Anson Capital
Georgia
$207K +$216K +3,180 New
PFG
1893
Prospect Financial Group
Virginia
$206K +$212K +3,128 New
Braun Stacey Associates
1894
Braun Stacey Associates
New York
$206K – – –
GTAM
1895
Global Trust Asset Management
Florida
$205K – – –
LWL
1896
Leo Wealth LLC
Texas
$205K +$211K +3,104 New
PAM
1897
PCG Asset Management
New Jersey
$205K +$211K +3,104 New
CMBA
1898
C.M. Bidwell & Associates
Hawaii
$205K -$6.79K -100 -3%
Trillium Asset Management
1899
Trillium Asset Management
Massachusetts
$204K +$210K +3,096 New
CWM
1900
C2C Wealth Management
Arizona
$204K – – –