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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DF
2076
DecisionPoint Financial
Arizona
$226K +$94K +1,292 +71%
FLA
2077
Financial Life Advisors
Texas
$226K +$226K +3,112 New
LC
2078
Lawood & Co
Pennsylvania
$226K +$226K +3,112 New
BF
2079
Brooklyn FI
New York
$225K +$226K +3,104 New
BIM
2080
Baldwin Investment Management
Pennsylvania
$225K +$1.46K +20 +0.6%
SM
2081
Sensible Money
Arizona
$225K – – –
HCM
2082
Hengehold Capital Management
Ohio
$224K +$582 +8 +0.3%
CWM
2083
C2C Wealth Management
Arizona
$224K – – –
MM
2084
Main Management
California
$224K +$91.4K +1,256 +68%
TCM
2085
Towneley Capital Management
California
$224K +$1.75K +24 +0.8%
ONSWM
2086
Old North State Wealth Management
North Carolina
$224K – – –
WIM
2087
Waycross Investment Management
Washington
$224K +$224K +3,084 New
NF
2088
NavPoint Financial
Minnesota
$224K +$1.75K +24 +0.8%
MCM
2089
Mattern Capital Management
Colorado
$223K – – –
RMAM
2090
Raab & Moskowitz Asset Management
New Jersey
$223K – – –
MWM
2091
Maripau Wealth Management
Indiana
$223K +$223K +3,072 New
RIL
2092
Rothschild Investment LLC
Illinois
$222K +$19.2K +264 +9%
CA
2093
Carson Advisory
Georgia
$222K -$6.98K -96 -3%
WCM
2094
Wallace Capital Management
Texas
$222K – – –
FM
2095
Foster & Motley
Ohio
$222K – – –
GWA
2096
Gutierrez Wealth Advisory
Arkansas
$222K +$582 +8 +0.3%
TFA
2097
Toth Financial Advisory
Virginia
$222K -$45.1K -620 -17%
BWM
2098
Benson Wealth Management
Tennessee
$221K +$222K +3,052 New
Bank of Nova Scotia
2099
Bank of Nova Scotia
Ontario, Canada
$220K – – –
OWA
2100
Opal Wealth Advisors
New York
$219K +$20.4K +280 +10%