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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
1926
Hubbell Strickland Wealth Management
Louisiana
$366K +$46.1K +595 +15%
DI
1927
Disciplined Investors
Texas
$366K +$698 +9 +0.2%
CAG
1928
Compass Advisory Group
New York
$365K +$930 +12 +0.3%
CA
1929
Claro Advisors
Massachusetts
$364K -$34.3K -442 -9%
OWMIAS
1930
One Wealth Management Investment & Advisory Services
Florida
$364K -$22K -284 -6%
MC
1931
Matters Capital
Florida
$363K +$13.2K +170 +4%
CWM
1932
Cahaba Wealth Management
Georgia
$363K -$8.29K -107 -2%
OP
1933
Oath Planning
Oklahoma
$363K +$1.01K +13 +0.3%
PWM
1934
PTM Wealth Management
United States
$362K +$1.16K +15 +0.3%
TF
1935
Trek Financial
Arizona
$361K +$20.6K +266 +6%
MMG
1936
Monetary Management Group
Missouri
$359K +$209K +2,700 +153%
PPW
1937
Parcion Private Wealth
Washington
$359K -$48.7K -628 -12%
SEP
1938
Signature Equity Partners
Ohio
$359K -$80.3K -1,036 -19%
GT
1939
Greenleaf Trust
Michigan
$358K +$775 +10 +0.2%
FWTB
1940
First Western Trust Bank
Colorado
$357K +$126K +1,624 +58%
CCA
1941
Clearwater Capital Advisors
Illinois
$356K -$52.1K -672 -13%
RMAM
1942
Raab & Moskowitz Asset Management
New Jersey
$356K +$104K +1,347 +44%
SFG
1943
Sunburst Financial Group
Alabama
$355K -$83.2K -1,073 -20%
AWAG
1944
ARS Wealth Advisors Group
Florida
$355K -$5.43K -70 -2%
FM
1945
Foster & Motley
Ohio
$354K +$21.1K +272 +7%
BC
1946
Barrett & Company
Rhode Island
$352K – – –
GCA
1947
Greenwood Capital Associates
South Carolina
$352K – – –
HP
1948
HT Partners
Connecticut
$352K -$29.3K -378 -8%
MAM
1949
McLean Asset Management
Virginia
$351K +$1.01K +13 +0.3%
HIA
1950
HTG Investment Advisors
Connecticut
$351K – – –