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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
2101
Regatta Capital Group
California
$230K +$238K +3,204 New
BAM
2102
Bosun Asset Management
Illinois
$230K – – –
AA
2103
Auxano Advisors
Washington
$230K +$14K +188 +6%
SW
2104
Solidarity Wealth
Utah
$230K +$31.5K +424 +15%
LAM
2105
L2 Asset Management
Massachusetts
$230K +$238K +3,200 New
CWM
2106
CMH Wealth Management
New Hampshire
$229K +$237K +3,184 New
DF Dent & Co
2107
DF Dent & Co
Maryland
$229K +$28.5K +384 +14%
CPCM
2108
Cardinal Point Capital Management
Ontario, Canada
$228K -$48.1K -648 -17%
MJPCFAI
2109
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$228K – – –
BAM
2110
Beaumont Asset Management
Texas
$227K +$16.3K +220 +7%
RWB
2111
RMR Wealth Builders
New Jersey
$226K -$41.9K -564 -15%
MC
2112
Middleton & Co
Massachusetts
$225K – – –
RIL
2113
Rothschild Investment LLC
Illinois
$225K +$5.35K +72 +2%
CAM
2114
Carret Asset Management
New York
$225K – – –
HI
2115
Hudock Inc
Pennsylvania
$225K +$594 +8 +0.3%
XTX Topco
2116
XTX Topco
Cayman Islands
$225K -$111K -1,488 -32%
PFG
2117
Prospect Financial Group
Virginia
$224K – – –
BAM
2118
Brave Asset Management
New Jersey
$224K +$232K +3,120 New
FLA
2119
Financial Life Advisors
Texas
$223K – – –
BF
2120
Brooklyn FI
New York
$223K – – –
SPWM
2121
Schrum Private Wealth Management
Florida
$223K +$230K +3,100 New
AIM
2122
Allen Investment Management
New York
$223K +$230K +3,100 New
SL
2123
Summitry LLC
California
$223K +$230K +3,100 New
HCM
2124
Hengehold Capital Management
Ohio
$223K +$594 +8 +0.3%
TCM
2125
Towneley Capital Management
California
$222K +$892 +12 +0.4%