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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2151
Towneley Capital Management
California
$250K -$78 -1 -0%
CWM
2152
C2C Wealth Management
Arizona
$249K – – –
MCM
2153
Mattern Capital Management
Colorado
$248K – – –
GWA
2154
Gutierrez Wealth Advisory
Arkansas
$248K +$775 +10 +0.3%
NPF
2155
Norris Perne & French
Michigan
$248K +$78 +1 +0%
CS
2156
Capital Square
Tennessee
$247K +$237K +3,051 New
AIA
2157
Arbor Investment Advisors
North Carolina
$247K +$238K +3,064 New
BWM
2158
Benson Wealth Management
Tennessee
$246K – – –
CRW
2159
Clarity Retirement & Wealth
Massachusetts
$246K +$236K +3,049 New
BWP
2160
Barlow Wealth Partners
Kentucky
$245K – – –
Bank of Nova Scotia
2161
Bank of Nova Scotia
Ontario, Canada
$245K – – –
SIG
2162
Spinnaker Investment Group
California
$244K +$234K +3,024 New
IPW
2163
Impact Partnership Wealth
Georgia
$243K +$234K +3,015 New
WF
2164
WinCap Financial
Massachusetts
$243K – – –
UWP
2165
Uniting Wealth Partners
Kansas
$242K -$1.55K -20 -0.7%
BLC
2166
Brown, Lisle/Cummings
Rhode Island
$242K – – –
CI
2167
Ceera Investments
Texas
$242K – – –
JWBC
2168
J.W. Burns & Co
New York
$242K – – –
FLA
2169
Financial Life Advisors
Texas
$241K -$9.07K -117 -4%
CIA
2170
Compass Ion Advisors
Pennsylvania
$241K -$43.6K -563 -16%
MWAM
2171
Manhattan West Asset Management
California
$241K – – –
PCM
2172
Passive Capital Management
Maryland
$241K -$193K -2,487 -75%
CAL
2173
Capital Advisors Ltd
Ohio
$240K – – –
BFA
2174
Beacon Financial Advisory
Ohio
$240K +$5.66K +73 +3%
EL
2175
EWA LLC
Pennsylvania
$238K +$465 +6 +0.2%