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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1876
Strategic Advisors
New York
$333K – – –
FFG
1877
Fortress Financial Group
Minnesota
$333K +$344K +4,636 New
Silvercrest Asset Management
1878
Silvercrest Asset Management
New York
$332K – – –
CWM
1879
Cahaba Wealth Management
Georgia
$331K -$3.57K -48 -1%
CC
1880
Cadinha & Co
Hawaii
$330K – – –
RF
1881
Rossby Financial
Florida
$329K +$149K +2,012 +79%
SWG
1882
Summit Wealth Group
Vermont
$329K +$15.8K +212 +5%
AL
1883
ADE LLC
Maryland
$328K – – –
AFP
1884
Advus Financial Partners
Florida
$327K +$338K +4,552 New
KPP
1885
Kings Path Partners
Texas
$327K -$8.92K -120 -3%
PWM
1886
PTM Wealth Management
United States
$326K -$63.9K -860 -16%
Bogart Wealth LLC
1887
Bogart Wealth LLC
Virginia
$326K -$69.5K -936 -17%
WMA
1888
West Michigan Advisors
Michigan
$326K -$594 -8 -0.2%
DI
1889
Disciplined Investors
Texas
$325K +$892 +12 +0.3%
TIAA Wealth Investment Management
1890
TIAA Wealth Investment Management
New York
$325K +$344K +4,628 New
MA
1891
MKT Advisors
California
$325K -$297 -4 -0.1%
CAG
1892
Compass Advisory Group
New York
$324K +$1.49K +20 +0.4%
WETS
1893
Wealth Enhancement Trust Services
South Dakota
$323K – – –
OP
1894
Oath Planning
Oklahoma
$322K +$1.19K +16 +0.4%
HAM
1895
Harmony Asset Management
Arizona
$322K +$333K +4,480 New
BA
1896
Blueline Advisors
New Hampshire
$321K +$308K +4,140 +1,247%
AWAG
1897
ARS Wealth Advisors Group
Florida
$321K +$14.3K +192 +4%
LIA
1898
Lynx Investment Advisory
District of Columbia
$320K +$331K +4,456 New
MPCA
1899
Madison Park Capital Advisors
Washington
$319K +$3.86K +52 +1%
Greenleaf Trust
1900
Greenleaf Trust
Michigan
$318K +$66.6K +896 +25%