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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
2026
PFS Partners
New Jersey
$48.8K +$272 +4 +0.5%
PFA
2027
Pathway Financial Advisers
Indiana
$47.2K +$272 +4 +0.6%
RPCA
2028
Running Point Capital Advisors
California
$47K – – –
SIS
2029
Strategic Investment Solutions
Illinois
$46K -$99.7K -1,468 -68%
NC
2030
NewSquare Capital
Pennsylvania
$44.9K +$46.2K +680 New
MEG
2031
Millstone Evans Group
Colorado
$44.1K +$45.3K +668 New
AWM
2032
Angeles Wealth Management
California
$43.1K – – –
MSG
2033
Main Street Group
Virginia
$42.3K +$272 +4 +0.6%
PBK
2034
Peoples Bank (Kansas)
Kansas
$39.6K – – –
CNBTD
2035
Citizens National Bank Trust Department
Mississippi
$39.1K – – –
CMP
2036
Coston McIsaac & Partners
Maine
$38K +$6.52K +96 +20%
OCM
2037
Orion Capital Management
California
$37.8K +$38.8K +572 New
WWA
2038
Wingate Wealth Advisors
Massachusetts
$37.8K +$38.8K +572 New
RCM
2039
Raleigh Capital Management
North Carolina
$37.2K +$34.5K +508 +907%
BCM
2040
Blume Capital Management
California
$36.7K -$36.7K -540 -49%
CPG
2041
Cornerstone Planning Group
New Jersey
$35.5K -$133K -1,952 -79%
HWM
2042
Hemington Wealth Management
Virginia
$35K – – –
POIA
2043
Pin Oak Investment Advisors
Texas
$35K – – –
AWM
2044
Aberdeen Wealth Management
Illinois
$34.3K -$13K -192 -27%
AIP
2045
Alexis Investment Partners
Texas
$34.3K +$35.3K +520 New
ETS
2046
ESL Trust Services
New York
$34.3K – – –
AA
2047
AlphaMark Advisors
Kentucky
$34K +$35.3K +520 New
OP
2048
ORG Partners
Indiana
$33.6K +$2.99K +44 +10%
MCM
2049
Mainstream Capital Management
California
$32.8K +$33.7K +496 New
DPW
2050
DiNuzzo Private Wealth
Pennsylvania
$31.7K – – –