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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2076
Kiker Wealth Management
Georgia
$19.5K +$20.1K +296 New
HC
2077
Hurley Capital
New York
$19.2K +$19.6K +288 New
WWP
2078
WR Wealth Planners
Missouri
$19K +$2.99K +44 +18%
SAM
2079
Synergy Asset Management
Washington
$18.2K +$18.7K +276 New
HHGA
2080
Halbert Hargrove Global Advisors
California
$17.5K +$17.9K +264 New
HWM
2081
HighMark Wealth Management
Minnesota
$17.2K – – –
SIC
2082
SJS Investment Consulting
Ohio
$16.6K – – –
MBFW
2083
Morton Brown Family Wealth
Pennsylvania
$16.6K – – –
SCA
2084
Stuart Chaussee & Associates
California
$16.6K – – –
KTC
2085
Kentucky Trust Company
Kentucky
$15.8K +$16.3K +240 New
CAM
2086
Creekmur Asset Management
Illinois
$15.6K – – –
VanEck Associates
2087
VanEck Associates
New York
$15K +$7.33K +108 +87%
PSFG
2088
Park Square Financial Group
Georgia
$14.3K +$14.7K +216 New
WAM
2089
WFA Asset Management
Wisconsin
$14K – – –
DCM
2090
Davis Capital Management
Florida
$14K – – –
CWM
2091
Crowley Wealth Management
Delaware
$13.2K +$13.6K +200 New
SWC
2092
Spectrum Wealth Counsel
Indiana
$12.9K +$13.3K +196 New
FGC
2093
Financial Gravity Companies
Texas
$12.9K – – –
NCM
2094
Northwest Capital Management
Oregon
$11.9K – – –
TIM
2095
Thompson Investment Management
Wisconsin
$11.9K – – –
FDW
2096
Fourth Dimension Wealth
Ohio
$11.7K +$11.9K +176 New
PWS
2097
Peterson Wealth Services
Utah
$11.6K +$11.9K +176 New
PPWM
2098
PFG Private Wealth Management
Florida
$11.1K -$3.53K -52 -24%
CJH
2099
Christopher J. Hasenberg
Wisconsin
$11.1K – – –
RAM
2100
Riggs Asset Management
Pennsylvania
$10.6K – – –