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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
1951
Weitzel Financial Services
Iowa
$351K – – –
CWM
1952
CCG Wealth Management
California
$349K -$775 -10 -0.2%
DP
1953
Dearborn Partners
Illinois
$348K – – –
CFGA
1954
Cambridge Financial Group (Arizona)
Arizona
$348K -$55.2K -712 -14%
CFG
1955
Cooper Financial Group
California
$348K +$44.3K +571 +15%
BMWS
1956
Brady Martz Wealth Solutions
North Dakota
$348K +$335K +4,316 New
MW
1957
Marrick Wealth
California
$347K +$33.5K +432 +11%
CA
1958
Carson Advisory
Georgia
$347K +$71.6K +924 +27%
FWM
1959
Foguth Wealth Management
Michigan
$347K -$975K -12,578 -74%
RFA
1960
Register Financial Advisors
Georgia
$345K -$133K -1,715 -29%
IWMA
1961
Ironwood Wealth Management (Arizona)
Arizona
$345K – – –
RFN
1962
Redwood Financial Network
Ohio
$343K -$56.1K -724 -15%
WIM
1963
Waycross Investment Management
Washington
$342K +$90.2K +1,164 +38%
SM
1964
Sensible Money
Arizona
$340K – – –
RWM
1965
Refined Wealth Management
Utah
$340K +$233 +3 +0.1%
EW
1966
Element Wealth
Mississippi
$339K +$465 +6 +0.1%
KIA
1967
KCM Investment Advisors
California
$339K -$315K -4,068 -49%
FMTCOCP
1968
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$338K – – –
OWA
1969
Opal Wealth Advisors
New York
$338K +$34.8K +449 +12%
ITIM
1970
Indiana Trust & Investment Management
Indiana
$337K -$17.4K -224 -5%
SLG
1971
Stanley-Laman Group
Pennsylvania
$337K – – –
MA
1972
MKT Advisors
California
$336K -$22.2K -286 -6%
CCWM
1973
Correct Capital Wealth Management
Missouri
$336K – – –
TI
1974
tru Independence
Oregon
$335K +$543 +7 +0.2%
SWM
1975
Stockman Wealth Management
Montana
$335K -$144K -1,858 -31%