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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
1876
Cadinha & Co
Hawaii
$330K
RF
1877
Rossby Financial
Florida
$329K +$149K +2,012 +79%
SWG
1878
Summit Wealth Group
Vermont
$329K +$15.8K +212 +5%
AL
1879
ADE LLC
Maryland
$328K
KPP
1880
Kings Path Partners
Texas
$327K -$8.92K -120 -3%
PWM
1881
PTM Wealth Management
United States
$326K -$63.9K -860 -16%
BWL
1882
Bogart Wealth LLC
Virginia
$326K -$69.5K -936 -17%
WMA
1883
West Michigan Advisors
Michigan
$326K -$594 -8 -0.2%
DI
1884
Disciplined Investors
Texas
$325K +$892 +12 +0.3%
TWIM
1885
TIAA Wealth Investment Management
New York
$325K +$344K +4,628 New
MA
1886
MKT Advisors
California
$325K -$297 -4 -0.1%
CAG
1887
Compass Advisory Group
New York
$324K +$1.49K +20 +0.4%
WETS
1888
Wealth Enhancement Trust Services
South Dakota
$323K
OP
1889
Oath Planning
Oklahoma
$322K +$1.19K +16 +0.4%
HAM
1890
Harmony Asset Management
Arizona
$322K +$333K +4,480 New
BA
1891
Blueline Advisors
New Hampshire
$321K +$308K +4,140 +1,247%
AWAG
1892
ARS Wealth Advisors Group
Florida
$321K +$14.3K +192 +4%
LIA
1893
Lynx Investment Advisory
District of Columbia
$320K +$331K +4,456 New
MPCA
1894
Madison Park Capital Advisors
Washington
$319K +$3.86K +52 +1%
GT
1895
Greenleaf Trust
Michigan
$318K +$66.6K +896 +25%
ITIM
1896
Indiana Trust & Investment Management
Indiana
$317K -$185K -2,492 -36%
IF
1897
Integrity Financial
Wyoming
$316K +$194K +2,616 +146%
Kayne Anderson Rudnick Investment Management
1898
Kayne Anderson Rudnick Investment Management
California
$316K -$1.04M -13,968 -76%
E
1899
EntreWealth
Texas
$316K
WFS
1900
Weitzel Financial Services
Iowa
$315K +$1.19K +16 +0.4%