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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
1926
Investmark Advisory Group
Connecticut
– -$451K -7,228 Closed
ACM
1927
Ategra Capital Management
Virginia
– -$417K -6,676 Closed
PS
1928
Portfolio Strategies
New York
– -$410K -6,560 Closed
Engineers Gate Manager
1929
Engineers Gate Manager
New York
– -$369K -5,908 Closed
DFG
1930
Delta Financial Group
New Jersey
– -$362K -5,796 Closed
SAW
1931
Signal Advisors Wealth
Michigan
– -$348K -5,568 Closed
PPWM
1932
Perissos Private Wealth Management
Oklahoma
– -$317K -5,080 Closed
SIAG
1933
Safeguard Investment Advisory Group
California
– -$288K -4,616 Closed
SL
1934
Summitry LLC
California
– -$271K -4,340 Closed
SPWG
1935
Syntegra Private Wealth Group
Missouri
– -$256K -4,096 Closed
TPW
1936
Transatlantique Private Wealth
New York
– -$244K -3,904 Closed
WFA
1937
Websterrogers Financial Advisors
South Carolina
– -$240K -3,844 Closed
CIG
1938
Cascade Investment Group
Colorado
– -$236K -3,772 Closed
LSIA
1939
LaSalle St. Investment Advisors
Illinois
– -$218K -3,760 Closed
HA
1940
HFG Advisors
Ohio
– -$234K -3,752 Closed
TCM
1941
Telos Capital Management
California
– -$227K -3,632 Closed
CVA
1942
Central Valley Advisors
California
– -$217K -3,468 Closed
RCM
1943
Radnor Capital Management
Pennsylvania
– -$215K -3,440 Closed
FLA
1944
Financial Life Advisors
Texas
– -$212K -3,396 Closed
CW
1945
CIC Wealth
Maryland
– -$212K -3,392 Closed
SAM
1946
Strategy Asset Managers
California
– -$211K -3,380 Closed
CNFG
1947
Creegan & Nassoura Financial Group
New Hampshire
– -$206K -3,300 Closed
APG
1948
Abacus Planning Group
South Carolina
– -$206K -3,296 Closed
HVP
1949
Hudson Value Partners
Florida
– -$205K -3,288 Closed
KNFPWM
1950
Keeler & Nadler Financial Planning & Wealth Management
Ohio
– -$205K -3,288 Closed