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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1901
Blueline Advisors
New Hampshire
$376K +$15K +194 +4%
LFA
1902
Legacy Financial Advisors
Kentucky
$375K -$1.4K -18 -0.4%
SA
1903
Strategic Advisors
New York
$374K
HA
1904
Helium Advisors
Washington
$373K +$19.4K +250 +6%
SFC
1905
SYM Financial Corp
Indiana
$373K -$6.2K -80 -2%
SAM
1906
Silvercrest Asset Management
New York
$372K
PP
1907
Prosperity Planning
Missouri
$372K -$2.64K -34 -0.7%
OW
1908
Olistico Wealth
Oklahoma
$372K -$17.7K -228 -5%
SC
1909
Slow Capital
California
$372K -$60.5K -780 -14%
CC
1910
Cadinha & Co
Hawaii
$371K +$78 +1 +0%
MPW
1911
MGO Private Wealth
California
$371K -$16.1K -208 -4%
BWL
1912
Bogart Wealth LLC
Virginia
$370K +$4.03K +52 +1%
AL
1913
ADE LLC
Maryland
$368K
E
1914
EntreWealth
Texas
$368K +$6.36K +82 +2%
FWMP
1915
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$367K +$15.4K +199 +5%
WMA
1916
West Michigan Advisors
Michigan
$367K +$1.47K +19 +0.4%
KPP
1917
Kings Path Partners
Texas
$367K +$78 +1 +0%
HSWM
1918
Hubbell Strickland Wealth Management
Louisiana
$366K +$46.1K +595 +15%
DI
1919
Disciplined Investors
Texas
$366K +$698 +9 +0.2%
CAG
1920
Compass Advisory Group
New York
$365K +$930 +12 +0.3%
CA
1921
Claro Advisors
Massachusetts
$364K -$34.3K -442 -9%
OWMIAS
1922
One Wealth Management Investment & Advisory Services
Florida
$364K -$22K -284 -6%
MC
1923
Matters Capital
Florida
$363K +$13.2K +170 +4%
CWM
1924
Cahaba Wealth Management
Georgia
$363K -$8.29K -107 -2%
OP
1925
Oath Planning
Oklahoma
$363K +$1.01K +13 +0.3%