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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DF
1951
Dunhill Financial
United Kingdom
$282K -$125K -1,712 -31%
LB
1952
Legacy Bridge
Iowa
$282K – – –
IAS
1953
Integrity Advisory Solutions
Texas
$282K +$43.4K +596 +18%
AFP
1954
ATLas Financial Planning
Georgia
$282K +$282K +3,880 New
TCM
1955
Traub Capital Management
Massachusetts
$281K +$14.8K +204 +6%
AL
1956
ARWA LLC
Texas
$281K +$281K +3,868 New
Tocqueville Asset Management
1957
Tocqueville Asset Management
New York
$280K +$291 +4 +0.1%
KCM
1958
Kanawha Capital Management
Virginia
$280K -$2.91K -40 -1%
DAS
1959
Daybright Advisory Services
Florida
$279K +$280K +3,852 New
SAM
1960
Summit Asset Management
Tennessee
$279K – – –
MFS
1961
Miller Financial Services
Michigan
$279K +$11.6K +160 +4%
NC
1962
North Capital
Utah
$279K +$1.75K +24 +0.6%
AWP
1963
Axis Wealth Partners
Rhode Island
$279K +$20.7K +284 +8%
EPW
1964
Evolve Private Wealth
California
$278K +$279K +3,836 New
LTL
1965
Lowery Thomas LLC
California
$278K -$172K -2,368 -38%
GA
1966
GSG Advisors
New Jersey
$278K +$873 +12 +0.3%
CPCM
1967
Cardinal Point Capital Management
Ontario, Canada
$277K +$278K +3,824 New
TLFA
1968
True Link Financial Advisors
California
$277K +$278K +3,820 New
CWM
1969
Centurion Wealth Management
Virginia
$277K -$7.57K -104 -3%
SC
1970
Solstein Capital
California
$276K +$104K +1,428 +60%
BWM
1971
BCS Wealth Management
Tennessee
$275K +$276K +3,800 New
NWA
1972
Northwest Wealth Advisors
Washington
$275K +$276K +3,792 New
CPA
1973
Cathy Pareto & Associates
Florida
$275K +$2.04K +28 +0.7%
SCA
1974
Southern Capital Advisors
Tennessee
$274K +$2.91K +40 +1%
SS
1975
Sunbelt Securities
Texas
$274K -$13.1K -180 -5%