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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHWA
2051
Petersen Hastings Wealth Advisors
Washington
$292K
Squarepoint
2052
Squarepoint
New York
$291K +$280K +3,612 New
KFI
2053
Key Financial Inc
Pennsylvania
$290K -$12K -155 -4%
LC
2054
Lawood & Co
Pennsylvania
$290K -$25.6K -330 -8%
NPAN
2055
Northeast Planning Associates NH
New Hampshire
$290K
OWA
2056
OakTrust Wealth Advisors
Connecticut
$288K
SWP
2057
Strategic Wealth Partners
Ohio
$288K
MIC
2058
Means Investment Company
Maine
$288K +$277K +3,571 New
DWM
2059
Denver Wealth Management
Colorado
$287K +$388 +5 +0.1%
GSB
2060
Greenfield Savings Bank
Massachusetts
$287K
CFO
2061
CVA Family Office
Colorado
$287K
FLII
2062
First Long Island Investors
New York
$287K
EW
2063
Enzi Wealth
Texas
$286K -$1.16K -15 -0.4%
ESBC
2064
E.S. Barr & Co
Kentucky
$285K
LFASL
2065
Lugano Financial Advisors SA (LFA)
Switzerland
$285K +$26.4K +340 +11%
FFB
2066
First Financial Bankshares
Texas
$285K
HPM
2067
Hoxton Planning & Management
West Virginia
$284K -$42.6K -550 -13%
BCA
2068
Bay Capital Advisors
Virginia
$284K -$6.67K -86 -2%
GWA
2069
Gibson Wealth Advisors
Texas
$283K +$3.72K +48 +1%
TH
2070
Team Hewins
California
$283K
BWG
2071
Balanced Wealth Group
Ohio
$282K -$13.3K -172 -5%
SS
2072
Sound Stewardship
Kansas
$282K +$16.4K +211 +6%
SFS
2073
Sharp Financial Services
Pennsylvania
$282K -$8.68K -112 -3%
WAM
2074
WNY Asset Management
New York
$281K +$4.73K +61 +2%
PWP
2075
Prasad Wealth Partners
Ohio
$280K +$388 +5 +0.1%